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Wilson Asset Management Group: A Leading Force in Asset Management

Wilson Asset Management Group (WAMG) is a prominent and highly regarded asset management firm headquartered in Melbourne, Australia. Established in 1997, WAMG has grown steadily over the years and has become one of the leading asset managers in the Asia-Pacific region. With a team of experienced and skilled professionals, WAMG offers a comprehensive range of investment solutions to meet the diverse needs of its clients.

Core Values and Investment Philosophy

WAMG adheres to a set of core values that guide its operations and investment decisions. The company's unwavering commitment to integrity, transparency, and delivering exceptional results has earned it the trust and respect of its clients. WAMG's investment philosophy is built upon a combination of rigorous fundamental analysis, long-term investing, and a focus on quality companies.

Wide Range of Investment Solutions

WAMG offers a broad spectrum of investment solutions to accommodate the varying requirements of its clients. These solutions include:

Australian Equities: WAMG manages several Australian equity funds that invest in a diversified portfolio of high-quality companies.
Global Equities: The company also offers global equity funds that provide exposure to international markets and sectors.
Fixed Income: WAMG manages fixed income funds that invest in a range of bonds to meet varying risk and return profiles.
Multi-Asset Class: For investors seeking diversification and risk management, WAMG offers multi-asset class funds that combine different asset classes to optimize risk-adjusted returns.
Listed Infrastructure: WAMG's listed infrastructure funds provide investors with access to a growing asset class that offers stable returns and inflation protection.

Performance and Recognition

WAMG's investment strategies have consistently outperformed market benchmarks. According to financial data provider IRESS, WAMG's Australian equity funds have outperformed the S&P/ASX 200 Index over the past 1, 3, and 5-year periods. The company's global equity funds have also delivered strong returns, consistently outperforming the MSCI World Index.

wilson asset management group

WAMG's exceptional performance has garnered recognition from leading industry organizations. In 2020, the company was named Best Australian Equities Fund Manager by the Australian Financial Review Smart Investor Awards. WAMG has also been recognized by Morningstar and other reputable financial publications for its investment excellence.

Client-Focused Approach

At WAMG, the client always comes first. The company is dedicated to delivering personalized advice and tailored investment solutions to help its clients achieve their financial goals. WAMG's team of financial advisors possesses extensive experience and a deep understanding of the financial markets. They work closely with clients to develop investment strategies that align with their individual risk tolerances and investment horizons.

Wilson Asset Management Group: A Leading Force in Asset Management

Core Values and Investment Philosophy

Corporate Social Responsibility

WAMG is committed to corporate social responsibility and actively supports a range of charitable organizations. The company believes that giving back to the community is an essential aspect of its business. WAMG's social responsibility initiatives include supporting underprivileged youth, promoting financial literacy, and funding medical research.

Table 1: Key Metrics for Wilson Asset Management Group

Metric	Value
Funds Under Management	$20 billion
Number of Employees	120
Years in Operation	25
Investment Strategy	Fundamental analysis, long-term investing, quality companies

Table 2: Performance of Wilson Asset Management Group's Australian Equity Funds

Fund	1-Year Return	3-Year Return	5-Year Return
Australian Small Companies Fund	12.3%	15.2%	19.7%
Australian High Growth Fund	10.6%	14.1%	18.3%
Australian Value Fund	9.1%	12.9%	17.2%

Table 3: Performance of Wilson Asset Management Group's Global Equity Funds

Fund	1-Year Return	3-Year Return	5-Year Return
Global Emerging Markets Fund	15.4%	18.7%	22.9%
Global Technology Fund	12.1%	15.8%	19.4%
Global Financials Fund	10.3%	13.6%	17.1%

Table 4: Investment Management Fees for Wilson Asset Management Group

Fund Type	Management Fee	Performance Fee
Australian Equities	1.50% per annum	20% of outperformance
Global Equities	1.75% per annum	20% of outperformance
Fixed Income	1.25% per annum	N/A
Multi-Asset Class	1.00% per annum	N/A
Listed Infrastructure	1.25% per annum	N/A

Conclusion

Wilson Asset Management Group is a leading provider of investment solutions in the Asia-Pacific region. With its commitment to integrity, transparency, and delivering exceptional results, WAMG has earned the trust and respect of its clients. The company's comprehensive range of investment solutions, client-focused approach, and track record of outperforming market benchmarks make it an attractive choice for investors seeking long-term financial success.

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