WAX
WAM Research Limited
๐ฆ๐บ ASX
๐ฐ HIGH DIVIDEND
๐ Overview
๐ Performance
๐ฐ Dividends
๐ต Cost
๐ค Advanced
๐จโ๐ฉโ๐งโ๐ฆ Community
๐
-4.68%
Annual Growth
5 years average annual growth
๐ฐ
8.97%
Annual dividend yield
Based on the most recent dividend
๐ต
$ 500
Minimum Order
Due to regulatory requirements
๐
22
Pearlers Invested
Since January 2020
๐ Overview
Key information
๐ 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 Companyโs 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.
๐ Performance
Price History
-2.59%
1M
1Y
10Y
Graph
Table
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Try it out โ๐ฐ Dividends
Payouts
๐ฐ Annual Dividend Yield*
8.97%
๐ฐ Annual Dividend Earnings Per $1,000 invested**
$89.69
๐ฐ Most Recent Dividend Franked Percentage Estimate
60.00%
๐ฐ Average Dividend Franked Percentage Estimate
94.00 %
๐ฐ 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 WAX, your last dividend payment(s) would have been:
$ 532.69
on Fri Oct 25 2024
$ 530.44
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
$0.10
60.00%
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
50.00%
๐ต Costs
๐ผ
N/A
Management Fee
Included in unit price, not charged by Pearler
๐ธ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
๐ธ Net fee calculator๐ค Advanced information
Technical Info
๐ฐ Price*
$1.13
*Price may be up to 24 hours old
๐ฉโ๐ฉโ๐ฆ Community Insights
How our community is investing
๐ Pearlers invested in WAX
22
๐ Total Capital Earnings
$296K
๐ Average investment frequency
38 weeks
๐ต Average investment amount
$2,837
โฐ Last time a customer invested in WAX
19 days
WAX investor breakdown
๐ต Income of investors
More than 200k
150k - 200k
100k - 150k
21%
50k - 100k
46%
Less than 50k
33%
๐ถ Age of investors
18 - 25
9%
26 - 34
41%
35 - 90
50%
๐ Legal gender of investors
Female
50%
Male
50%
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๐ Performance (5Yr p.a)
3.21%
๐ Share price
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๐ฆ๐บ AUSTRALIA
โณ๏ธ DIVERSIFIED
๐งฑ MATERIALS
๐ธ FINANCIALS
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 Companyโs 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.
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-6.54%
๐ Share price
$1.53 AUD
๐ฐ HIGH DIVIDEND
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๐ Performance (5Yr p.a)
20.00%
๐ Share price
$62.69 AUD
๐ HIGH PRICE GROWTH
๐บ๐ธ UNITED STATES
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๐ Performance (5Yr p.a)
3.48%
๐ Share price
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๐ GLOBAL
โณ๏ธ DIVERSIFIED
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๐ Performance (5Yr p.a)
13.60%
๐ Share price
$138.43 AUD
โณ๏ธ DIVERSIFIED
๐ HIGH PRICE GROWTH
๐ GLOBAL
๐ค TECHNOLOGY
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๐ Performance (5Yr p.a)
6.13%
๐ Share price
$31.67 AUD
๐ฐ HIGH DIVIDEND
๐ฆ BANKING
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.
๐ Share price
$1.12 AUD
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๐ Performance (5Yr p.a)
52.37%
๐ Share price
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๐๏ธ CONSUMER
๐ HIGH PRICE GROWTH