asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WLE
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
WAM Leaders Limited (WLE) is a listed investment company that invests in an actively managed portfolio of stocks, primarily from within the S&P/ASX 200 Index. The Company listed on the ASX in May 2016 following an initial public offer. The portfolio is managed by MAM Pty Ltd (MAM) a member of the Wilson Asset Management. The Company seeks to provide investors exposure to an actively managed portfolio of ASX listed stocks with a focus on undervalued growth stocks.
- The portfolio typically hold between 25 to 60 investments with average stock weightings expected to be between 1-5%. However positions may be larger or smaller than this with no limitations on size.
- The portfolio will primarily hold long positions, however short positions may be held.
- The portfolio currently has no short exposure.
- In the event attractive investments cannot be identified, the portfolio can hold up to 100% cash.