How to invest with
Wilson Asset
Management

Getting started
Benefits of investing with us
Our LICs

Whether you are new to investing or are a seasoned investor, beginning your investment journey with Wilson Asset Management is simple. Shares in our LICs are listed on the Australian Securities Exchange (ASX). Follow the steps below to get started, and learn the key benefits of investing with us. If you wish to invest in the Wilson Asset Management Leaders Fund, an unlisted trust, learn more about how to do so here.

The below is of general nature only and does not take into account any individual’s objectives, financial situation or particular needs. Before making an investment decision an individual should assess whether it meets their own needs and consult a financial advisor.

Getting started

Follow the below steps to get started, and learn the key benefits of investing with us.

01

Open a broking account

Set up a share trading account with a broker, who can execute trades in the share market. Using an online broker is usually more cost efficient than a traditional stockbroker as they offer no stock recommendations or financial advice. If you are new to investing, you can choose to seek financial advice from a full-service broker. You must be over 18 years of age and an Australian resident with a valid Australian address to set up a share trading account.

You can find a broker by asking if your bank has a broking service or via the ASX website.

A financial adviser can also provide you with advice on ways to invest your money and help you understand your personal financial needs and objectives by developing an investment strategy. A financial adviser can also assist you in buying and selling shares.

02

Purchase your shares

Once you have set up your broking account you can purchase your shares in Wilson Asset Management's eight LICs. Note the ASX code for the company, also known as a 'ticker', for the LIC you wish to purchase shares in. Enter the total number of shares you wish to buy. When you buy or sell shares using a broker, you pay a brokerage fee for each trade. Note that you will need to pay for your securities within two days of your broker executing your order.

If you engage a full-service broker, it is likely they can complete these steps on your behalf.

03

Being a shareholder

If you purchase shares in WAM Capital, WAM Leaders, WAM Global, WAM Microcap, WAM Alternative Assets, WAM Strategic Value, WAM Research or WAM Active, a welcome pack will be despatched to you from our share registry Boardroom.

Once you receive the welcome pack, you are able to:


  • Complete a survey to help us understand your expectations;

  • Manage your holdings via our share registry’s online portal;

  • Elect to participate in the dividend reinvestment plan (DRP);

  • Provide your direct credit payment details; and

  • Provide your communications preference.

04

Shareholder engagement and communication

Shareholders are the owners of Wilson Asset Management’s eight LICs; it is our responsibility to manage the companies on your behalf and be available to report to you on a regular basis. We encourage all shareholders to communicate with us and share their feedback. We have a variety of options to keep you informed, including:


  • Email updates from our Lead Portfolio Managers

  • Shareholder Presentations and events

  • Investment team insights including ‘Talking Stocks’ videos

  • Shareholder Q&A webinars

  • Monthly net tangible asset reports and investment updates

  • Roundtables with planners, advisers and their clients

  • Social media engagement

  • Investor education material

  • Annual and interim results announcements

Benefits of investing with us

Fully franked dividends

Our LICs have a proven track record of providing shareholders with a stream of fully franked dividends.

Diversification

Our LICs offer investors exposure to different market sectors and asset classes through their various underlying investments.

Experienced team

The investment team is comprised of 19 professionals who offer a combined experience of more than 200 years in Australian and international equity markets as well as in alternative assets.

Superior structures

The LIC structure allows us to invest for the long term, without being subject to the impact of applications and redemptions. LICs also adhere to strict corporate governance requirements and act in the best interest of shareholders.

Strong performance

We offer a strong track record of performance based on our rigorous investment process.

Risk-adjusted returns

Our flexible investment mandate allows above-average cash holdings and strong, risk-adjusted returns.

Full market access

We hold over 4,000 company meetings each year, and our knowledge of the market and extensive network continually provides valuable intelligence and investment opportunities.

Transparency & engagement

We provide email updates from our Lead Portfolio Managers and investment team, Chairman and CIO, timely market insights in the form of podcasts, articles and videos, in-person presentations, investor education materials and financial reporting.

Our LICs

Current Share Price

30 November 2024 pre-tax NTA $1.62

WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Capital’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth and preserve capital.

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Current Share Price

30 November 2024 pre-tax NTA $1.36

WAM Leaders provides investors with exposure to an active investment process focused on identifying large-cap companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst. The Company’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

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Current Share Price

30 November 2024 pre-tax NTA $2.57

WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities. WAM Global’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

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Current Share Price

30 November 2024 pre-tax NTA $1.15

WAM Research provides investors with exposure to a diversified portfolio of undervalued growth companies, which are generally small-to-medium sized industrial companies listed on the ASX. WAM Research’s investment objectives are to provide a stream of fully franked dividends and achieve a high real rate of return, comprising both income and capital growth, within acceptable risk parameters.

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Current Share Price

30 November 2024 pre-tax NTA $0.89

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.

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Current Share Price

30 November 2024 pre-tax NTA $1.47

WAM Microcap provides investors access to a portfolio of undervalued micro-cap growth companies with a market capitalisation of less than $300 million at the time of acquisition. WAM Microcap also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Microcap’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

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Current Share Price

30 November 2024 pre-tax NTA $1.19

WAM Alternative Assets is the only listed investment company on the ASX that offers investors access to a diversified portfolio of alternative assets, typically accessible only by institutional investors. The Company's investment objectives are to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits.

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Current Share Price

30 November 2024 pre-tax NTA $1.25

WAM Strategic Value provides shareholders with exposure to Wilson Asset Management’s proven investment process focused on identifying and capitalising on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds).

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Current Share Price

31 October 2024 pre-tax NTA $1.40

Future Generation Australia gives investors the opportunity to gain unprecedented access to a group of prominent Australian fund managers in a single investment vehicle while supporting Australian not-for-profit organisations focused on children and youth at risk.

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Current Share Price

31 October 2024 pre-tax NTA $1.57

Future Generation Global is Australia’s first internationally focused listed investment company with the dual objectives of providing shareholders with diversified exposure to selected global fund managers and supporting not-for-profit organisations focused on promoting wellbeing and preventing mental ill-health in young Australians.

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Current Share Price

31 October 2024 pre-tax NTA $1.52

WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Capital’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth and preserve capital.

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