WAM Alternative Assets

About WAM Alternative Assets

WAM Alternative Assets is a fund of funds and the only listed investment company on the ASX giving investors access to a diversified portfolio of alternative assets, which are typically available only to institutional investors. It is a distinctive solution that complements traditional portfolios. Its objectives are to deliver absolute returns consistently, through dividend yield combined with capital growth, while adding diversification benefits. The investment portfolio was valued at AUD 234.2 million as of August 22, 2024, with holdings in private equity, infrastructure, real estate, real assets and natural resources, and cash. As of December 31, 2023, private equity was valued at AUD 51.8 million, or 22.4% of the total, and the allocation includes AUD 4.4 million in private debt strategies. Private equity investments cover buyout, private debt, diversified private equity, private equity growth expansion and venture capital strategies. As of December 31, 2023, the infrastructure portfolio was valued at AUD 31.2 million and the real assets portfolio at AUD 68.2 million.

Real estate mandate

Contacts at WAM Alternative Assets