WAM
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WAM Capital Limited

🇦🇺 ASX

💰 HIGH DIVIDEND

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

-5.71%
Annual Growth

5 years average annual growth

💰

10.16%
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

-18.23%

1M

1Y

10Y

Graph

Table

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💵 Investing amount calculator

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⏱️ Investing duration calculator

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

10.16%

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

$101.64

💰 Most Recent Dividend Franked Percentage Estimate

60.00%

💰 Average Dividend Franked Percentage Estimate

98.00 %

💰 Dividend reinvestment

Learn more

* 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:

$ 603.27

on Tue Apr 30 2024

$ 653.18

on Tue Oct 31 2023

*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

$0.00

0.00%

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

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*

$1.61

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WAM

95

📊 Total Capital Earnings

$587K

🔃 Average investment frequency

40 weeks

💵 Average investment amount

$5,186

Last time a customer invested in WAM

6 days
WAM investor breakdown
💵 Income of investors

More than 200k

150k - 200k

7%

100k - 150k

18%

50k - 100k

44%

Less than 50k

26%
👶 Age of investors

18 - 25

26 - 34

34%

35 - 90

62%
🙋 Legal gender of investors

Female

40%

Male

60%

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