Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 113 results for "Wilson Asset Management"

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
WAM Active (ASX: WAA), one of Wilson Asset Management's (WAM) active listed investment companies (LICs), has recorded 75.5% in investment performance in the 12 months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
Wilson Asset Management (WAM) believes the recent capital gains tax (CGT) reform carve out for small businesses and start-ups confirmed the change is not correctly executed for its initial intention. In its submission to a Treasury consultation, WAM ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Magellan, WAM suffer due to Iran conflict

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
Monthly updates from both Wilson Asset Management's WAM Leaders Fund and Magellan reveal the impact of market volatility due to the ongoing crisis in the Middle East. The WAM Leaders investment portfolio decreased during the month, while Magellan ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... Chris Boyd, also spent about two years as head of wholesale there before moving on. Boyd has just joined Wilson Asset Management as an investment specialist, covering the firm's expanding unlisted product range. "While WAM is well-known for its heritage ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
Wilson Asset Management's (WAM) active investment portfolio delivered significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled ...

Hearts & Minds, WAM slash stakes in Corporate Travel Management

KARREN VERGARA  |  FRIDAY, 12 DEC 2025
... latest fund manager to write off its stake in the beleaguered Corporate Travel Management (CTD), while Wilson Asset Management slashed its value by 50%. The ASX-listed travel and accommodation agency services provider has been suspended since late August ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... managed funds operated by the likes of CBRE, Daintree, Milford, Nanuk, Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Two months after announcing it will shut its flagship fund, the Index Unaware Fund, Touchstone Asset Management folded. ...

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... funds operated by the likes of CBRE, Daintree, Lazard, Milford, Nanuk, Ophir, Perennial, Pengana, UBS and Wilson Asset Management. Funds from Apostle, AQR, Ten Cap, Tribeca, Talaria and Zurich Investments will face the chopping block. The ability to ...

WAM takes over PIA board, vows to lift underperformance

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
Wilson Asset Management (WAM) has successfully taken over the board of the Pengana International Equities (PIA) LIC in the hope of overhauling its investment strategy amid continued underperformance. WAM's Geoff Wilson and Jesse Hamilton, and Richard ...
PREVIOUS
NEXT