WMA WAM Alternative Assets Limited

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manager_contact_details: Array
ticker: WMA
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structure: Listed Investment Company
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WAM Alternative Assets (WMA) became Wilson Asset Management’s seventh listed investment company in October 2020. WAM Alternative Assets provides retail investors with exposure to a portfolio of real assets, private equity, real estate, and aims to expand into new asset classes such as private debt and infrastructure.

  • The Company’s investment objectives are to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits.
  • WAM Alternative Assets provides retail investors with exposure to a portfolio of real assets, private equity, real estate and aims to expand into new asset classes such as private debt and infrastructure.
  • Asset allocation exposure as per February 2021 were: Real assets 42.2%,  Private equity 25.3%, Real estate 6.5%, Cash 26.0%.