WAM
WAM Investment Portfolio
🇦🇺 ASX
💰 HIGH DIVIDEND
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
-6.34%
Annual Growth
5 years average annual growth
💰
10.10%
Annual dividend yield
Based on the most recent dividend
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
95
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Wam Capital Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. WAM Capital Limited (WAM) is an Australia-based investment company. The firm is primarily an investor in equities listed on the Australian Securities Exchange. The Company’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth and preserve capital. The firm engages in investing activities, including cash, term deposits, and equity investments. The firm provides investors with a manageable diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. The firm also provides exposure to relative value arbitrage and market mispricing opportunities. Wilson Asset Management (International) Pty Limited is the Company's investment manager.
📈 Performance
Price History
-21.54%
1M
1Y
10Y
Graph
Table
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🗓️ Investing frequency calculator
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Try it out →💵 Investing amount calculator
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Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →💰 Dividends
Payouts
💰 Annual Dividend Yield*
10.10%
💰 Annual Dividend Earnings Per $1,000 invested**
$100.98
💰 Most Recent Dividend Franked Percentage Estimate
60.00%
💰 Average Dividend Franked Percentage Estimate
96.00 %
💰 Dividend reinvestment
* Based on the most recent dividend
** Calculated by multiplying the most recent dividend yield by $1,000
Estimate your dividend
If you held
$
of WAM, your last dividend payment(s) would have been:
$ 601.41
on Thu Oct 31 2024
$ 603.27
on Tue Apr 30 2024
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Dividend History
1Y
5Y
10Y
Graph
Table
Year
Yearly Dividend Earnings Per Share
Franking Estimate
2024
$0.15
60.00%
2023
$0.15
60.00%
2022
$0.15
100.00%
2021
$0.15
100.00%
2020
$0.15
100.00%
2019
$0.15
100.00%
2018
$0.15
100.00%
2017
$0.15
100.00%
2016
$0.14
100.00%
2015
$0.14
50.00%
💵 Costs
💼
N/A
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*
$1.53
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in WAM
95
📊 Total Capital Earnings
$576K
🔃 Average investment frequency
42 weeks
💵 Average investment amount
$4,972
⏰ Last time a customer invested in WAM
3 days
WAM investor breakdown
💵 Income of investors
More than 200k
150k - 200k
7%
100k - 150k
16%
50k - 100k
41%
Less than 50k
30%
👶 Age of investors
18 - 25
26 - 34
36%
35 - 90
59%
🙋 Legal gender of investors
Female
44%
Male
56%
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