Values as of: 2024-09-24
COMMON STOCK | Asset Management |
Last Closing
USD 1.34Change
0.00 (0.00)%Market Cap
USD 1.84BVolume
1.27MAnalyst Target
N/A
N/A
Verdict
WAM Leaders Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by MAM Pty Limited. It invests into public equity and fixed income markets of Australia. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stocks of large- cap companies on the S&P/ASX 200 Index. The fund employs fundamental analysis, with focus on bottom-up research to create its portfolio. WAM Leaders Limited was formed on April 12, 2016 and is domiciled in Australia.
Company Website : https://www.wamfunds.com.au/WAM-Leaders/Tabs/Overv
Currency: AUD
Country : Australia
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| AFI:AU | Australian Foundation Investme.. |
N/A |
USD 9.36B |
| GQG:AU | GQG Partners Inc DRC |
N/A |
USD 7.44B |
| ARG:AU | Argo Investments Ltd |
N/A |
USD 6.79B |
| PNI:AU | Pinnacle Investment Management.. |
N/A |
USD 3.57B |
| AMPPB:AU | AMP Ltd Preferred |
N/A |
USD 2.55B |
| MFF:AU | MFF Capital Investments Ltd |
N/A |
USD 2.30B |
| MXT:AU | Metrics Master Income Trust Un.. |
N/A |
USD 2.20B |
| PPT:AU | Perpetual Ltd |
N/A |
USD 2.09B |
| LSF:AU | L1 Long Short Fund Ltd |
N/A |
USD 1.82B |
| WAM:AU | Wam Capital Ltd |
N/A |
USD 1.79B |
N/A
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -2.19% | 31% | F | 52% | F | ||
| Dividend Return | 3.36% | 34% | F | 53% | F | ||
| Total Return | 1.17% | 32% | F | 52% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -9.76% | 25% | F | 47% | F | ||
| Dividend Return | 6.13% | 60% | D- | 76% | C+ | ||
| Total Return | -3.64% | 24% | F | 49% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 13.08% | 69% | C- | 66% | D+ | ||
| Dividend Return | 32.15% | 78% | C+ | 86% | B+ | ||
| Total Return | 45.23% | 73% | C | 74% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 5.30% | 62% | D | 55% | F | ||
| Dividend Return | 10.36% | 58% | F | 60% | D- | ||
| Total Return | 5.06% | 65% | D | 82% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 17.41% | 68% | D+ | 80% | B- | ||
| Risk Adjusted Return | 59.49% | 81% | B- | 86% | B+ | ||
| Market Capitalization | 1.84B | 93% | A | 89% | A- | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
