You really have no idea. Your statement to say "Of course you should consider dividends in the performance figures." is different to dividend reinvestment. What sharesight data give you is how much dividend you would have received in cash if your shares remain constant and what is the final value of those shares to calculate capital appreciation/loss and the figure will be different if you had reinvested those cash as your total units increase over time and CA or CL will depends upon final cost and current value.
The fees are upfront written on PDS so nothing is hidden or one can't see fees are not upfront. Wilson website PDS will give you that.
The fund performance can be manipulated by using with or without fees and with or without dividend reinvestment. However, what can't change is total return after all fees (excluding tax).
The key item that is not performing with Wilson fund is the CEO and Portfolio manager strategy, everything else is just a noise nothing else. Hence replacing them is the only way to change what is going on with this funds in my opinion.
- Forums
- ASX - By Stock
- WAM
- Ann: April 2024 Investment Update
WAM
wam capital limited
Add to My Watchlist
0.29%
!
$1.71

Ann: April 2024 Investment Update, page-51
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
$1.71 |
Change
0.005(0.29%) |
Mkt cap ! $1.920B |
Open | High | Low | Value | Volume |
$1.71 | $1.72 | $1.70 | $797.6K | 466.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 72000 | $1.71 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.72 | 162956 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 72000 | 1.705 |
8 | 148965 | 1.700 |
2 | 38003 | 1.695 |
4 | 20139 | 1.690 |
2 | 11652 | 1.685 |
Price($) | Vol. | No. |
---|---|---|
1.715 | 162956 | 3 |
1.720 | 178368 | 17 |
1.725 | 30170 | 3 |
1.730 | 92755 | 8 |
1.735 | 24738 | 2 |
Last trade - 14.56pm 07/08/2025 (20 minute delay) ? |
Featured News
WAM (ASX) Chart |