WLE.AX
Price:
$1.3
Market Cap:
$1.79B
WAM Leaders Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by MAM Pty Limited. It invests into public equity and fixed income markets of Australia. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in value stocks of large- cap companies on the S&P/ASX 200 Index. The fund employs fundamental analysis, with focus on bottom-up research to create its portfolio. WAM Leaders Limited was formed on April 12, 2016 and is domiciled in Australia.
Industry
Asset Management
IPO Date
2016-05-30
Stock Exchange
ASX
Ticker
WLE.AX
According to WAM Leaders Limited’s latest financial reports and current stock price. The company's current ROE is 3.56%. This represents a change of -81.30% compared to the average of 19.06% of the last 4 quarters.
The mean historical ROE of WAM Leaders Limited over the last ten years is 5.96%. The current 3.56% ROE has changed -40.23% with respect to the historical average. Over the past ten years (40 quarters), WLE.AX's ROE was at its highest in in the December 2023 quarter at 72.36%. The ROE was at its lowest in in the December 2017 quarter at 0%.
Average
5.96%
Median
4.62%
Minimum
0%
Maximum
19.87%
Discovering the peaks and valleys of WAM Leaders Limited ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = Infinity%
Maximum Annual ROE = 19.87%
Minimum Annual Increase = -92.21%
Minimum Annual ROE = 0%
| Year | ROE | Change |
|---|---|---|
| 2025 | 3.60% | 172.75% |
| 2024 | 1.32% | -81.97% |
| 2023 | 7.32% | 58.37% |
| 2022 | 4.62% | -76.74% |
| 2021 | 19.87% | 3.33% |
| 2020 | 0.58% | -92.21% |
| 2019 | 7.45% | -16.46% |
| 2018 | 8.91% | Infinity% |
The current ROE of WAM Leaders Limited (WLE.AX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
4.08%
5-year avg
7.35%
10-year avg
5.96%
WAM Leaders Limited’s ROE is less than WAM Capital Limited (11.69%), less than Centuria Capital Group (5.97%), less than BKI Investment Company Limited (4.36%), less than Magellan Financial Group Limited (16.19%), less than Judo Capital Holdings Limited (5.22%), less than Australian United Investment Company Limited (3.93%), less than MA Financial Group Limited (8.70%), greater than Perpetual Limited (-3.39%), less than Diversified United Investment Limited (3.45%), less than MFF Capital Investments Limited (28.07%),
| Company | ROE | Market cap |
|---|---|---|
| 11.69% | $1.99B | |
| 5.97% | $1.76B | |
| 4.36% | $1.36B | |
| 16.19% | $1.63B | |
| 5.22% | $1.90B | |
| 3.93% | $1.40B | |
| 8.70% | $1.67B | |
| -3.39% | $2.12B | |
| 3.45% | $1.15B | |
| 28.07% | $2.92B |
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