WAM Active Limited (ASX:WAA) Announces 26.4% Portfolio Growth and Maintains Dividend
Investment Portfolio Performance
WAM Active Limited (ASX:WAA) reported a 26.4% increase in its investment portfolio for the financial year ended 30 June 2025. This performance outpaced the Bloomberg AusBond Bank Bill Index (Cash) by 22.0% and the S&P/ASX All Ordinaries Accumulation Index by 13.2%. Since its inception, the portfolio has achieved an annual growth of 11.6%, surpassing both the Bloomberg AusBond Bank Bill Index (Cash) and the S&P/ASX All Ordinaries Accumulation Index by 8.6% and 5.5% per annum, respectively.
Dividend Declaration
The Board of Directors declared a fully franked final dividend of 3.0 cents per share, resulting in a total fully franked dividend of 6.0 cents per share for FY2025. This represents a dividend yield of 6.7% and a grossed-up yield of 9.6%. Additionally, the dividend yield on the company’s pre-tax net tangible assets at 30 June 2025 stands at 7.0%, with a grossed-up yield of 10.0%.
Executive Comments
Chairman Geoff Wilson AO stated, “Using WAM Active’s proven and flexible investment mandate, the investment team has again delivered investment portfolio outperformance for shareholders, allowing the Board to maintain the fully franked final dividend.” Lead Portfolio Manager Oscar Oberg added, “The outperformance of the investment portfolio demonstrates the strength of our market driven process which offers shareholders access to a highly active investment strategy.”
Motley Fool contributor Aaron Shaw has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.
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