Listed Investment Companies

To invest in each of our funds, simply buy the relevant company’s shares through a stockbroker. The shares are listed on the Australian Securities Exchange:
  • Australian Leaders Fund Ltd (ASX:ALF)
  • Watermark Market Neutral Fund Ltd (ASX:WMK)
  • Watermark Global Leaders Fund Ltd (ASX:WGF)

Each fund also offers Dividend Reinvestment Plans (DRP) from time to time, whereby a shareholder may elect to receive their dividend in the shares rather than cash. Details of any operating DRP can be obtained by contacting the share registry.

The Company does not charge entry or exit fees when shareholders acquire or dispose of their holdings, although transaction costs may be incurred when buying or selling through a stockbroker.

Managed Funds

To invest in the Watermark Market Neutral Trust: