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WAM Research Limited

🇦🇺 ASX

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual growth

💰

7.94%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

26
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

WAM Research Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2003-08-19. WAM Research Limited is an Australia-based investment company. The principal activity of the Company is making investments in listed companies. The Company’s investment objectives are to deliver a stream of fully franked dividends and to achieve a high real rate of return, comprising both income and capital growth, within the risk parameters acceptable to the directors. The company provides investors with exposure to a diversified portfolio of undervalued growth companies, which are generally small-to-medium sized industrial companies listed on the Australian Securities Exchange (ASX). The company invests in various sectors, such as industrials, consumer discretionary, healthcare, real estate, financials, consumer staples, communication services, materials, information technology and energy. MAM Pty Limited is the investment manager of the Company.

📈 Performance

Price History

+65.41%

1M

10Y

Graph

Table

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

7.94%

💰 Annual Dividend Earnings Per $1,000 invested**

$79.37

💰 Most Recent Dividend Franked Percentage Estimate

100.00%

💰 Average Dividend Franked Percentage Estimate

100.00 %

💰 Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.00

0.00%

2022

$0.10

100.00%

2021

$0.10

100.00%

2020

$0.10

100.00%

2019

$0.10

100.00%

2018

$0.10

100.00%

2017

$0.09

100.00%

2016

$0.09

100.00%

2015

$0.08

100.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0%
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$1.10

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WAX

26

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in WAX

490 days
WAX investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

28%

50k - 100k

48%

Less than 50k

24%
👶 Age of investors

18 - 25

8%

26 - 34

50%

35 - 90

42%
🙋 Legal gender of investors

Female

38%

Male

62%

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