WAM Alternative Assets

Fund of FundsSydney, AustraliaFounded 2014
$145M
Assets Under Management
Sydney
Headquarters

About WAM Alternative Assets

WAM Alternative Assets is the only listed investment company on the ASX that offers investors access to a diversified portfolio of alternative assets, typically accessible only by institutional investors. The Company provides investors a unique investment solution, complementary to their traditional investment portfolios by investing in alternative assets. The Company's investment objectives are to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits. WAM Alternative Assets' investment portfolio is valued at AUD 234.2 million as of August 22, 2024, with investments in private equity, infrastructure, real estate, real assets and natural resources, and cash. As of December 31, 2023, the private equity portfolio was valued at AUD 51.8 million, representing 22.4% of the total portfolio. The private equity allocation consists of AUD 4.4 million in private debt strategies. Investments in private equity include buyout, private debt, diversified private equity, private equity growth expansion, and venture capital strategies. As of December 31, 2023, the infrastructure and real assets portfolio was valued at AUD 31.2 million and AUD 68.2 million respectively.

Preferred Investment Types

BuyoutDebt - GeneralDistressed DebtGrowth/ExpansionInfrastructure - GeneralOtherReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AsiaAustraliaNew South WalesOceaniaQueenslandSingaporeSoutheast Asia

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Frequently asked questions

What type of investor is WAM Alternative Assets?

WAM Alternative Assets is a fund of funds based in Sydney, Australia, managing approximately $145M in assets.

Where is WAM Alternative Assets headquartered?

WAM Alternative Assets is headquartered in Sydney, Australia.

How much does WAM Alternative Assets manage?

WAM Alternative Assets manages approximately $145M in assets under management.

When was WAM Alternative Assets founded?

WAM Alternative Assets was founded in 2014.

What does WAM Alternative Assets invest in?

WAM Alternative Assets focuses on Buyout, Debt - General, Distressed Debt, Growth/Expansion, Infrastructure - General, Other, Real Assets & Natural Resources - General, Real Estate - General.

How can I contact WAM Alternative Assets?

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