WMA
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WAM Alternative Assets Limited

🇦🇺 ASX

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual growth

💰

4.21%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

9
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Wam Alternative Assets Ltd is a AU-based company operating in industry. The company is headquartered in Brisbane, Queensland. The company went IPO on 2014-06-16. WAM Alternative Assets Limited is an Australia-based investment company. The principal activity of the Company is to provide retail investors with exposure to a portfolio of real assets, private equity, real estate and infrastructure assets. The Company’s investment portfolio includes private debt assets. The Company’s investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. Its investment portfolio includes consumer discretionary, industrials, information technology, financials, healthcare, communication services, energy, materials, consumer staples, utilities, and real estate. The Company’s investment manager is Wilson Asset Management.

📈 Performance

Price History

+5.97%

1M

All Time

Graph

Table

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

4.21%

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

$42.06

💰 Most Recent Dividend Franked Percentage Estimate

100.00%

💰 Average Dividend Franked Percentage Estimate

93.00 %

💰 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

$0.04

100.00%

2021

$0.03

100.00%

2020

$0.04

100.00%

2019

$0.05

100.00%

2018

$0.05

65.00%

2017

$0.05

100.00%

2016

$0.05

Infinity%

2015

$0.03

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?
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💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$1.05

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WMA

9

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in WMA

501 days
WMA investor breakdown
💵 Income of investors

More than 200k

150k - 200k

10%

100k - 150k

20%

50k - 100k

40%

Less than 50k

20%
👶 Age of investors

18 - 25

26 - 34

35 - 90

89%
🙋 Legal gender of investors

Female

Male

89%

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