asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WGB
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
WAM Global Limited (WGB) listed on the ASX in June 2018. The Company raised $465.5m through the issue of 211.6m shares at $2.20 per share. The Company provides exposure to an actively managed, benchmark unaware portfolio of global securities. The portfolio is managed by Wilson Asset Management (International) Pty Ltd, which along with MAM Pty Limited forms Wilson Asset Management. The Company seeks to generate superior risk-adjusted returns to the market over the medium-to-long term with a focus on capital preservation.
- The Company will seek to pay a stream of fully franked dividends, however, has not indicated how frequently they will be seeking to pay dividends.
- The portfolio is expected to have a small and mid cap bias.
- There are no sector or geographical limitations, however, given the composition of the benchmark index we expect the portfolio to be largely invested in developed markets.
- The Manager has the ability to short up to 50% of the portfolio.
- The portfolio will have direct foreign currency exposure given the investment universe.