The WAM Active Limited (ASX: WAA) investment portfolio increased 26.4% in the financial year to 30 June 2025, outperforming the Bloomberg AusBond Bank Bill Index (Cash) by 22.0% and the S&P/ASX All Ordinaries Accumulation Index by 13.2%.
The WAM Active Board of Directors declared a fully franked final dividend of 3.0 cents per share, bringing the FY2025 fully franked full year dividend to 6.0 cents per share, representing a dividend yield of 6.7% and a grossed-up dividend yield of 9.6%. The dividend yield on the Company’s pre-tax net tangible assets (NTA) at 30 June 2025 is 7.0% and the grossed-up dividend yield is 10.0%.
Lead Portfolio Manager Oscar Oberg added:
“The outperformance of the investment portfolio demonstrates the strength of our market driven process which offers shareholders access to a highly active investment strategy. Over the past 12 months, the portfolio was turned over 8.8 times, the highest level since inception, reflecting the team’s active trading of key mispricing events. Our investment strategy and flexible cash mandate allows the team to be nimble in all types of markets and consistently drive returns for shareholders.”
Register for the WAM Active FY2025 Full Year Results Q&A Webinar at 11:00am (Sydney time) on Wednesday, 10 September 2025.
Join Portfolio Manager Tobias Yao and Deputy Portfolio Manager Shaun Weick for an in-depth update of the investment portfolio which has delivered eight years consecutive years of outperformance. Delve into the Company’s FY2025 results proven investment process. Attendees will be provided with the opportunity to ask the WAM Microcap team questions in an extended Q&A session.
For further information, read the WAM Microcap FY2025 Media Release and Annual Report.
