WMA
WAM Alternative Assets Limited
🇦🇺 ASX
💰 HIGH DIVIDEND
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 2.15%
Annual Growth
5 years average annual growth
💰
5.10%
Annual dividend yield
Based on the most recent dividend
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
9
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Wam Alternative Assets Ltd is a AU-based company operating in industry. The company is headquartered in Brisbane, Queensland. The company went IPO on 2014-06-16. WAM Alternative Assets Limited is an Australia-based investment company. The principal activity of the Company is to provide retail investors with exposure to a portfolio of real assets, private equity, infrastructure, real estate and private debt strategies. The Company’s investment objectives are to deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits to shareholders. The company engages in investing activities, including cash, term deposits and unlisted investments. The firm categorizes its unlisted investments into five categories: private equity, private real estate, real assets, infrastructure and private debt. Its investment portfolio includes consumer discretionary, industrials, information technology, financials, healthcare, communication services, energy, materials, consumer staples, utilities, and real estate. The Company’s investment manager is Wilson Asset Management.
📈 Performance
Price History
+4.12%
1M
1Y
10Y
Graph
Table
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🗓️ Investing frequency calculator
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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*
5.10%
💰 Annual Dividend Earnings Per $1,000 invested**
$50.98
💰 Most Recent Dividend Franked Percentage Estimate
100.00%
💰 Average Dividend Franked Percentage Estimate
94.17 %
💰 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 WMA, your last dividend payment(s) would have been:
$ 358.87
on Tue Oct 29 2024
$ 379.01
on Tue May 28 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
$0.05
100.00%
2023
$0.05
100.00%
2022
$0.04
100.00%
2021
$0.03
100.00%
2020
$0.04
100.00%
2019
$0.05
100.00%
2018
$0.05
65.00%
2017
$0.05
100.00%
2016
$0.05
Infinity%
2015
$0.03
100.00%
💵 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*
$0.98
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in WMA
9
📊 Total Capital Earnings
$138.48
🔃 Average investment frequency
21 weeks
💵 Average investment amount
$3,301
⏰ Last time a customer invested in WMA
17 days
WMA investor breakdown
💵 Income of investors
More than 200k
8%
150k - 200k
15%
100k - 150k
15%
50k - 100k
31%
Less than 50k
31%
👶 Age of investors
18 - 25
26 - 34
35 - 90
78%
🙋 Legal gender of investors
Female
Male
89%
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