WAX
Asset Logo

WAM Research Limited

🇦🇺 ASX

💰 HIGH DIVIDEND

Compare
Add to watchlist
👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

-4.18%
Annual Growth

5 years average annual growth

💰

9.13%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

24
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 provide a stream of fully franked dividends and achieve a high real rate of return, comprising both income and capital growth, within acceptable risk parameters. 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 consumer discretionary, industrials, cash, healthcare, information technology, financials, communication services, consumer staples, real estate, energy and materials. MAM Pty Limited is the investment manager of the Company.

📈 Performance

Price History

0.00%

1M

1Y

All Time

Graph

Table

Unsure how much or often to invest?
🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out →
💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

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*

9.13%

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

$91.32

💰 Most Recent Dividend Franked Percentage Estimate

60.00%

💰 Average Dividend Franked Percentage Estimate

96.00 %

💰 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 WAX, your last dividend payment(s) would have been:

$ 530.44

on Tue Apr 30 2024

$ 551.38

on Mon Oct 16 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

$0.10

60.00%

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*

$1.18

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WAX

24

📊 Total Capital Earnings

$299K

🔃 Average investment frequency

37 weeks

💵 Average investment amount

$2,863

Last time a customer invested in WAX

9 days
WAX investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

23%

50k - 100k

46%

Less than 50k

27%
👶 Age of investors

18 - 25

26 - 34

38%

35 - 90

54%
🙋 Legal gender of investors

Female

46%

Male

54%

Pearlers who invest in WAX also invest in...

Vanguard Australian Shares Index ETF

VAS

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

🙌 Performance (5Yr p.a)

3.84%

📊 Share price

$102.84 AUD

🇦🇺 AUSTRALIA

💸 FINANCIALS

🧱 MATERIALS

⛳️ DIVERSIFIED

Find Out More

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 (5Yr p.a)

-5.71%

📊 Share price

$1.61 AUD

💰 HIGH DIVIDEND

IVV.AX was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.

🙌 Performance (5Yr p.a)

17.69%

📊 Share price

$55.95 AUD

📈 HIGH PRICE GROWTH

🇺🇸 UNITED STATES

VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

🙌 Performance (5Yr p.a)

3.61%

📊 Share price

$66.53 AUD

⛳️ DIVERSIFIED

🕊️ SOCIALLY AWARE

🌏 GLOBAL

Argo Investments Ltd is a AU-based company operating in industry. The company is headquartered in Adelaide, South Australia. Argo Investments Limited is an Australia-based listed investment company (LIC). The firm manages a diversified portfolio of Australian shares with an internally managed business model. The principal activities of the Company include the investment of funds in Australian listed securities and short-term interest-bearing securities. Its investment objective is to maximize long-term shareholder returns through reliable fully franked dividend income and capital growth. Its investment portfolio comprises approximately 90 Australian companies from across a range of industries. Its portfolio includes investments in various sectors, such as materials, other financials, banks, healthcare, consumer staples, industrials, energy, consumer discretionary, property, utilities, listed investment companies, and others. Its subsidiary, Argo Service Company Pty Ltd, is engaged in providing investment management and administration operations for the Company.

🙌 Performance (5Yr p.a)

2.05%

📊 Share price

$8.93 AUD

Want more shares? Try these...

Westpac Banking Corp. engages in the provision of banking and financial services. The company is headquartered in Sydney, New South Wales and currently employs 33,395 full-time employees. Its segments include Consumer, Business and Wealth, Westpac Institutional Bank (WIB), Westpac New Zealand and Group Businesses. Consumer segment provides a full range of banking products and services to customers in Australia through three lines of business consisting of mortgages, consumer finance and cash and transactional banking. Business and Wealth segment comprises business banking, wealth management, private wealth, Westpac Pacific and auto finance. The WIB segment delivers a range of financial products and services to corporate, institutional and government customers. Westpac New Zealand segment provides banking, and wealth products and services for consumer, business and institutional customers in New Zealand.

🙌 Performance (5Yr p.a)

2.60%

📊 Share price

$33.51 AUD

🏦 BANKING

💰 HIGH DIVIDEND

Wam Strategic Value Ltd is a AU-based company operating in industry. WAM Strategic Value Limited is an Australia-based company that is engaged in making investments in discounted assets. The firm is focused on identifying and capitalizing on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs). The Company’s investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of fully franked dividends and preserve capital. The firm invests in line with three principles: focus on discounted asset opportunities; invest in LICs and LITs trading at a discount to their underlying asset values, and utilize a portfolio-based and index unaware investment methodology.

📊 Share price

$1.18 AUD

Waterco Ltd. manufactures and distributes pool and spa equipment. The company is headquartered in Rydalmere, New South Wales and currently employs 742 full-time employees. The firm is engaged in designing and manufacturing, filtration and sanitization for the swimming pool, spa, aquaculture, and water purification sectors. The firm's geographical segments include Australia and New Zealand, Asia, and North America and Europe. The firm offers wholesale, export and manufacture of equipment and accessories in the swimming pool, spa pool, spa bath, rural pump, and water treatment industries. The company is also focused on manufacturing and selling solar heating systems for swimming pools and pre-heated industrial solar systems. The company also operates as a franchisor of swimming pool outlets retailing swimming pool accessories and equipment. The firm is also focused on formulating, packing, and distributing swimming pool chemicals to independent pool stores and stores in its Swimart franchise network.

🙌 Performance (5Yr p.a)

33.73%

📊 Share price

$5.40 AUD

🛍️ CONSUMER

📈 HIGH PRICE GROWTH

Compare
Add to watchlist