Wilson Asset Management


January 2008

ASX Code




31 August 2020

Gross assets
Equity exposure
Share price
Pre-tax net tangible assets
Fully franked full year dividend
Fully franked
dividend yield
Investment Portfolio Performance
(% p.a. since January 2008)

Investment Portfolio Performance

Performance at 31 August 2020 Fin
1 yr 3 yrs %pa 5 yrs %pa 10 yrs %pa Since inception
%pa (Jan-08)
WAA Investment Portfolio 8.9% 5.1% 8.3% 10.8% 11.2% 11.6%
S&P/ASX All Ordinaries Accumulation Index 4.7% -3.5% 6.7% 7.9% 7.9% 4.1%
Investment Portfolio Outperformance 4.2% 8.6% 1.6% 2.9% 3.3% 7.5%
Bloomberg AusBond Bank Bill Index (Cash) 0.0% 0.7% 1.4% 1.7% 2.6% 3.2%
Investment Portfolio Outperformance 8.9% 4.4% 6.9% 9.1% 8.6% 8.4%

Investment portfolio performance and index returns are 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


Geoff has over 39 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 philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Kate Thorley


Kate has over 14 years’ experience in the funds management industry and more than 20 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, Director of WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Global Limited and Future Generation Investment Company Limited. Kate is the Company Secretary of Future Generation Global Investment Company Limited. She 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 member of the Australian Institute of Company Directors.

Emma Rugge-Price


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


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

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.

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