WAM 0.65% $1.52 wam capital limited

Thoughts on the new Wilson Fund, page-59

  1. 418 Posts.
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    That gives you a current value of $12314.3 with an annual return rate of 5.34% .... if you are on 0% income tax.

    If you are paying 30% income tax that picture changes.

    Total return : 8800 + 2460 = 11260
    ( 11260 / 10000 ^ ( 1 / 4 ) ) -1 = 0.0301

    3% pa.

    What else do you find "ridiculous" ?

 
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