Wilson Asset Management

Listed

January 2008

ASX Code

WAA

 

 

30 June 2021

Gross assets
$76.8m
Equity exposure
82.7%
Share price
$1.095
Pre-tax net tangible assets
$1.02
Fully franked
annualised interim dividend
6.0c
Annualised dividend yield
5.5%
Investment Portfolio Performance
(% p.a. since January 2008)
12.1%
Investment Portfolio Outperformance
(% p.a. since January 2008)
9.1%

Investment Portfolio Performance

Performance at 30 June 2021 1 yr 3 yrs %pa 5 yrs %pa 10 yrs %pa Since inception
%pa (Jan-08)
WAA Investment Portfolio 26.8% 9.4% 11.1% 11.8% 12.1%
Bloomberg AusBond Bank Bill Index (Cash) 0.1% 1.0% 1.3% 2.2% 3.0%
Investment Portfolio Outperformance 26.7% 8.4% 9.8% 9.6% 9.1%
S&P/ASX All Ordinaries Accumulation Index 30.2% 10.3% 11.5% 9.4% 5.5%
Investment Portfolio Outperformance -3.4% -0.9% -0.4% 2.4% 6.6%

Investment portfolio performance is before expenses, fees and taxes to compare to the relevant index which is also before expenses, fees and taxes.

WAM Active Limited

WAM Active provides investors with exposure to an active trading style with the aim of achieving a sound return with a low correlation to traditional markets. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital.

Growth of $10,000

Growth of $10,000

Board of directors

Geoff Wilson AO

Chairman

Geoff Wilson has over 41 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed investment companies to deliver both investment and social returns, Future Generation Australia and Future Generation Global. Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD). Geoff Wilson is currently Chairman of WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, WAM Active Limited and the Australian Stockbrokers Foundation.

Kate Thorley

Director

Kate Thorley has over 16 years’ experience in the funds management industry and more than 21 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, director of WAM Capital Limited, WAM Global Limited, WAM Research Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Active Limited, director and acting Chief Executive Office of Future Generation Australia and Future Generation Global. Kate holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, Graduate Diploma of Applied Corporate Governance and is a fully qualified CA. She is a Graduate member of the AICD (GAICD).

Emma Rugge-Price

Director

Emma has had a global career in technology marketing, having worked for both multinational and start-up organisations in Hong Kong, London and Silicon Valley. Returning to Australia, she joined GE (and GE Capital), where she led local and global brand programs, marketing and communications for over 12 years. Emma has deep expertise in building brands and reputations through creative campaigns and strategic thought leadership. Emma was recently appointed the Chief Executive Officer of Advance.

Karina Kwan

Director

Karina is highly experienced in the financial services industry with exceptional experience in management, finance, risk management, corporate governance and strategy. Karina has led an accomplished executive career, most recently as General Manager of Group Support Services Finance at the Commonwealth Bank of Australia and prior to that as the Chief Financial Officer of Citigroup for Australia and New Zealand. Karina holds a Bachelor of Economics, is a CPA Australia Fellow and a member of the Australian Institute of Company Directors. Karina also serves on the Board of Advice for The University of Sydney Business School.

Linda Kiriczenko

Joint Company Secretary

Linda has over 15 years’ experience in financial accounting including more than 11 years in the funds management industry. As the Finance Manager of Wilson Asset Management (International) Pty Limited, Linda oversees finance and accounting and is also the Company Secretary for six listed investment companies, WAM Capital Limited, WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited and WAM Global Limited. Linda holds a Bachelor of Commerce and is a fully qualified CPA. She is a certified member of the Governance Institute of Australia. Linda was appointed Company Secretary of WAM Active Limited in February 2016.

Jesse Hamilton

Joint Company Secretary

Jesse is Chief Financial Officer at Wilson Asset Management and has over 10 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer of Wilson Asset Management, Jesse oversees the finance, accounting and company secretary responsibilities for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Alternative Assets Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Australia and Future Generation Global. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company. Jesse previously worked as an advisor specialising in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies. Jesse was appointed Joint Company Secretary of WAM Active Limited in November 2020.

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