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WAM Research Limited

๐Ÿ‡ฆ๐Ÿ‡บ ASX

๐Ÿ’ฐ HIGH DIVIDEND

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ฐ Dividends

๐Ÿ’ต Cost

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

-4.68%
Annual Growth

5 years average annual growth

๐Ÿ’ฐ

8.97%
Annual dividend yield

Based on the most recent dividend

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

22
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž 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 Companyโ€™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.

๐Ÿ“ˆ Performance

Price History

-2.59%

1M

1Y

10Y

Graph

Table

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๐Ÿ—“๏ธ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out โ†’
๐Ÿ’ต Investing amount calculator

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โฑ๏ธ Investing duration calculator

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๐Ÿ’ฐ Dividends

Payouts

๐Ÿ’ฐ Annual Dividend Yield*

8.97%

๐Ÿ’ฐ Annual Dividend Earnings Per $1,000 invested**

$89.69

๐Ÿ’ฐ Most Recent Dividend Franked Percentage Estimate

60.00%

๐Ÿ’ฐ Average Dividend Franked Percentage Estimate

94.00 %

๐Ÿ’ฐ 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:

$ 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%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
๐Ÿ’ธ Net fee calculator

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$1.13

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in WAX

22

๐Ÿ“Š Total Capital Earnings

$296K

๐Ÿ”ƒ Average investment frequency

38 weeks

๐Ÿ’ต Average investment amount

$2,837

โฐ Last time a customer invested in WAX

19 days
WAX investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

21%

50k - 100k

46%

Less than 50k

33%
๐Ÿ‘ถ Age of investors

18 - 25

9%

26 - 34

41%

35 - 90

50%
๐Ÿ™‹ Legal gender of investors

Female

50%

Male

50%

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โ›ณ๏ธ DIVERSIFIED

๐Ÿงฑ MATERIALS

๐Ÿ’ธ FINANCIALS

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๐Ÿค– TECHNOLOGY

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๐Ÿ›๏ธ CONSUMER

๐Ÿ“ˆ HIGH PRICE GROWTH

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