If you have a look at WAM funds website, their monthly performance updates shows that as of 31st March
WAM portfolio 14.1% pa over 10 yrs and 17% pa since 1999
WAX portfolio 17%pa for past 5 yrs.
The share price charts don't show the benefits of dividends reinvested. Currently WAM yielding 6.2% fully franked.
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Dusko Ljubojevic, MD
Dusko Ljubojevic
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