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WAM Research Limited Ord WAX Strategy

The Company aims to acheive a high real rate of return, comprising both income and capital growth, within risk parameters acceptable to the directors. To deliver investors a secure income stream in the form of fully franked dividends and preserve the capital of the Company. It will invest in predominantly industrial companies with an emphasis on companies that are under researched, mispriced and with a proven track record of profit and dividend.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

LICs News & Analysis

funds

Listed Investment Companies monthly performance: March 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: February 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: January 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,091.86 13.92 -0.17%
DAX 40 18,088.70 48.95 -0.27%
Dow JONES (US) 38,460.92 42.77 -0.11%
FTSE 100 8,040.38 4.43 -0.06%
HKSE 17,201.27 372.34 2.21%
NASDAQ 15,712.75 16.11 0.10%
Nikkei 225 38,460.08 907.92 2.42%
NZX 50 Index 11,946.43 143.15 1.21%
S&P 500 5,071.63 1.08 0.02%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,044.82 22.84 0.76%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
Telstra Group Ltd TLS 3.67 0.02 -0.54%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
South32 Ltd S32 3.31 0.01 -0.30%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%