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Showing 1 - 10 of 10 results for "WDE"

Merger to create $885m LIC

KARREN VERGARA | WEDNESDAY, 14 NOV 2018

... capital and shareholder base. WAM Capital (WAM) completed a successful takeover bid of another LIC, Wealth Defender Equities (WDE), on October 26, gaining 95.26% of the shares.

Chief investment officer retires

DARREN SNYDER | TUESDAY, 30 OCT 2018

... effects of an equity bear market." Late last week WAM Capital succeeded with its takeover offer for Wealth Defender Equities (WDE) and will proceed with its compulsory acquisition. It will be followed by a strategic review of WDE. The proposal to manage ...

WDE board pushes for takeover

KARREN VERGARA | THURSDAY, 27 SEP 2018

Wealth Defender Equities is urging its shareholders to accept WAM Capital's takeover bid. WDE non-executive directors, comprising Paul Clitheroe, Richard Morath and chair Alan Schoenheimer, said they have carefully considered the offer and recommended ...

Zenith introduces shareholder voting advice

KARREN VERGARA | TUESDAY, 18 SEP 2018

... said. WAM Capital made a conditional off-market takeover bid for Wealth Defender Equities for a price of $0.996 per share. WDE is managed by Perennial Value Management and invests predominately in ASX-listed entities in addition to derivatives and cash. ...

WAM Capital commences LIC takeover bid

KANIKA SOOD | FRIDAY, 14 SEP 2018

... distributed yesterday. Last month WAM Capital said it would attempt to take over a listed invested Wealth Defender Equities (WDE) managed by Perennial which it said had underperformed consistently since inception. The offer is now open and will run until ...

WAM Capital announces LIC takeover bid

KARREN VERGARA | FRIDAY, 31 AUG 2018

... "underperformed" since inception. WAM Capital made a conditional off-market takeover bid for Wealth Defender Equities Limited (ASX: WDE) overnight for a price of $0.996 per share. This represents a 15% premium based on WDE's one-month volume-weighted ...

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE | TUESDAY, 22 MAY 2018

... carrying a level of protection "sufficient to reduce the magnitude of negative returns during sharp equity market falls." WDE chair Alan Schoenheimer explained: "The initial view was that the cost of this protection strategy would be 1-2% per annum over ...

Perennial makes two senior equities appointments

ALEX BURKE | FRIDAY, 10 NOV 2017

... doing with its new product." This news follows the Perennial-managed listed investment company, Wealth Defender Equities (WDE), which specializes in managing downside risk in Australian equities, increasing its allocation to small cap stocks, defined ...

Perennial LIC extends investment mandate

ALEX BURKE | FRIDAY, 10 NOV 2017

... risk in Australian equities has amended its investment guidelines. Following the board's approval, Wealth Defender Equities (WDE) can now up its allocation to small cap stocks, defined as being below the ASX 100, from 20% to 30% of the gross value of ...

Perennial fund rated by Lonsec, Zenith

STAFF WRITER | FRIDAY, 27 MAR 2015

... Australian Securities Exchange (ASX) opened on March 27 with a minimum raising target of $50 million. Lonsec noted that the WDE product design was "relatively intuitive and unique," while Zenith said the strategy offers a "unique exposure to Australian ...

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Editor's Choice

BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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