WAM Capital (WAM)
Set out below is the investment performance of WAM Capital since listing. The performance data excludes all expenses, fees and taxes and is used as a guide to how the company's investment portfolio has performed against the S&P/ASX All Ordinaries Index which is a before tax and costs measure.
Annualised Perfomance
as at 31 January 2012 |
1 Mth
% |
6 Mths
% |
Fin YTD
% |
1 Year
% |
3 Years
% pa |
5 Years
% pa |
10 Years
% pa |
Since Inception
% pa
(Aug-99) |
| WAM Capital Limited* |
+1.6% |
-0.9% |
-0.7% |
-1.2% |
+21.3% |
+5.2% |
+13.7% |
+17.7% |
S&P/ASX All Ordinaries
Accumulation Index |
+5.2% |
-1.6% |
-4.9% |
-6.9% |
+12.2% |
-1.5% |
+6.7% |
+7.3% |
| Outperformance |
-3.6% |
+0.7% |
+4.2% |
+5.7% |
+9.1% |
+6.7% |
+7.0% |
+10.4% |
* The change in the portfolio before all expenses, fees and taxes
Find out more
WAM Research (WAX)
Set out below is the performance of WAM Research since listing. The performance data excludes all expenses, fees and taxes and is used as a guide to how the company's investment portfolio has performed against the S&P/ASX 300 Industrials Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which are also before tax and expenses.
Annualised Perfomance
as at 31 January 2012 |
1 Mth
% |
6 Mths
% |
Fin YTD
% |
1Yr
% |
3 Yrs
% |
5 Yrs
% |
Since
Incep
% |
| WAM Research Limited * |
+2.4% |
-1.0% |
-2.5% |
-1.3% |
+13.5% |
-2.1% |
+3.8% |
S&P/ASX 300 Industrials
Accumulation Index |
+2.9% |
+3.0% |
-1.8% |
-2.8% |
+11.2% |
-3.9% |
+6.1% |
| Outperformance |
-0.5% |
-4.0% |
-0.7% |
+1.5% |
+2.3% |
+1.8% |
-2.3% |
S&P/ASX Small Industrials
Accumulation Index |
+5.5% |
-3.8% |
-5.6% |
-8.4% |
+12.9% |
-7.6% |
+4.6% |
| Outperfomance |
-3.1% |
+2.8% |
+3.1% |
+7.1% |
+0.6% |
+5.5% |
-0.8% |
* The change in the portfolio before all expenses, fees and taxes
Find out more
WAM Active (WAA)
Set out below is the investment performance of WAM Active since listing. The performance data excludes all expenses, fees and taxes and is used as a guide to how the company's investment portfolio has performed against the S&P/ASX All Ordinaries Index which is a before tax and costs measure.
Annualised Perfomance
as at 31 January 2012 |
1 Mth
% |
6 Mths
% |
Fin YTD
% |
1 Year
% |
2 Years
%
p.a. |
3 Yrs %
p.a. |
Since Inception
(Jan-08)
% p.a. |
| WAM Active Limited * |
+1.0% |
+1.3% |
+1.3% |
-0.1% |
+5.4% |
+20.5% |
+11.4% |
| S&P/ASX All Ordinaries Accumulation Index |
+5.2% |
-1.6% |
-4.9% |
-6.9% |
+1.1% |
+12.2% |
-5.3% |
| Outperformance |
-4.2% |
+2.9% |
+6.2% |
+6.8% |
+4.3% |
+8.3% |
+16.7% |
* The change in the portfolio before all expenses, fees and taxes
Find out more
Please note we are not making any representations concerning the future investment performance of our funds. Investment markets can be volatile and can rise and fall quickly and sometimes significantly. Past performance is not necessarily indicative of future performance.