WAR
WAM Strategic Value Limited
🇦🇺 ASX
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
-2.98%
Annual Growth
3 years average annual growth
💰
5.48%
Annual dividend yield
Based on the most recent dividend
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
10
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Wam Strategic Value Ltd is a AU-based company operating in industry. WAM Strategic Value Limited is an Australia-based investment company. The firm is engaged in investing activities, including cash, term deposits and equity investments. The firm primarily invests in discounted asset opportunities, particularly in listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds). The firm's investment objectives are to provide capital growth over the medium-to-long term, deliver investors a stream of fully franked dividends, and preserve capital. Its investment portfolio provides a diversified portfolio, with exposure to domestic LICs and LITs and exposure to global LICs and LITs, exposure to direct discount assets and investment in fixed interest holdings. Its investment manager is Wilson Asset Management (International) Pty Limited.
📈 Performance
Price History
-10.40%
1M
1Y
All Time
Graph
Table
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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*
5.48%
💰 Annual Dividend Earnings Per $1,000 invested**
$54.82
💰 Most Recent Dividend Franked Percentage Estimate
100.00%
💰 Average Dividend Franked Percentage Estimate
100.00 %
💰 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 WAR, your last dividend payment(s) would have been:
$ 124.77
on Fri Dec 20 2024
$ 358.64
on Tue Oct 29 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
$0.06
50.00%
2023
$0.04
100.00%
2022
$0.03
50.00%
2021
$0.00
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$0.00
0.00%
💵 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*
$1.12
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in WAR
10
📊 Total Capital Earnings
$26K
🔃 Average investment frequency
22 weeks
💵 Average investment amount
$2,638
⏰ Last time a customer invested in WAR
45 days
WAR investor breakdown
💵 Income of investors
More than 200k
9%
150k - 200k
27%
100k - 150k
36%
50k - 100k
27%
Less than 50k
👶 Age of investors
18 - 25
26 - 34
30%
35 - 90
70%
🙋 Legal gender of investors
Female
Male
90%
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