WAX 1.36% $1.12 wam research limited

WAX performance figures are a mirage. Investors at large premiums are about to die of thirst

  1. 34 Posts.
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    See: > WAX - WAM Research - Cheat Sheet

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    Wilson Asset Management's LIC funds long-run outperformance figures are a fantasy. In this post, I reveal the true performance of WAM Research (WAX), it's second oldest fund (Aug 2003) and the oldest that can be compared since inception against an Australian index ETF (STW was the first in Aug 2001). I also compare performance since Wilson's self-selected WAX reset date of July 2010. Notably, I couldn't find a single finance website in Australia that has published details on the reality of Wilson Asset Management funds' performance.
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