Wilson Asset Management

Advocating for retail investors and the community

Franking credits 2.0

 

Find out more. 

Our initiatives

Genuinely rewarding returns.

Perhaps one of the most rewarding areas of our business is what we are able to give. We do this in a number of innovative and unique ways.

Future Generation

Investing in a different kind of potential.

We created and continue to support Future Generation Investment Company (ASX: FGX) and Future Generation Global Investment Company (ASX: FGG). The Future Generation companies are Australia’s first listed investment companies (LICs) to provide investment and social returns. The companies offer a unique opportunity for shareholders to invest with leading Australian and global fund managers while supporting high impact, youth-focused not-for-profit organisations. Future Generation’s pro bono fund managers waive management and performance fees, allowing the companies to give 1.0% of their net tangible assets each year to carefully selected not-for-profit organisations. To date, Future Generation has given $65.2 million, making them one of Australia’s Top 30 Corporate Philanthropists*. This has been made possible through the expertise and generosity of the Future Generation pro bono fund managers, service providers, Board of Directors and Investment Committee members, all of whom waive their usual professional fees.

*Australian Financial Review, 2021

Pledge 1%

Enriching lives in our community.

Wilson Asset Management is a signatory to Pledge 1% ‚Äď a global corporate philanthropy movement that commits to donating 1% of product, 1% of equity, or 1% of employee time to improve communities around the world. We do this in a number of ways, including through a program that allows our staff to spend one day each month working in the non-profit sector.

pledge1_logo

Advocacy

Backing retail investors every step of the way.

We often engage in public debate and advocacy regarding issues that have a tangible effect on retail investors. Among other things, we’ve argued that the dividend imputation system should not be removed or adjusted, and that retail investors should have the opportunity to access capital raisings on an equal footing with wholesale investors.

Wilson Asset Management gives

Helping our team members to support the community.

The needs in our community are varied and sometimes urgent. We’re proud to provide significant support to various charities, primarily those working to better the lives of young Australians. In addition, every Wilson Asset Management team member is given $10,000 per year to donate as they see fit to any one or multiple charities. All donations are made by Wilson Asset Management and not the listed investment companies.  

Get in touch with us
Our networks
Contact your share registrar

For matters related to your share holding, please contact our share registrar:

Share "%ArticleName%"