Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — Investor Presentation (March 2023)
10 slides from Wam Income Maximiser's investor presentation, March 2023
Slide 1: Investment Update March 2023
\\ ’ Wilson | Asset Management March 2023 O Making a eaKs difference Investment Update Pre-tax NTA W|A/M Capital $146 WAM S147 WAM Globo! $2.22 WAM $1.31 WAM $1.26 WAM $115 W/A\M $0.97 W{A\M Active $0.74 Dear Fellow Shareholder, In March, equity markets were resilient with a backdrop of the banking
Slide 2: LIC snapshot
LIC snapshot W|A|M Capital The most compelling undervalued growth opportunities in the Australian market ASX: WAM W|A|M Leaders Actively investing in the highest quality Australian companies ASX: WLE W|A|M Global The world’s most compelling undervalued growth companies ASX: WGB. W|A|M Share price Sh
Slide 3: WAM Microcap
W{|A/M Microcap The most exciting undervalued growth opportunities in the Australian micro-cap market. The WAM Microcap (ASX: WMD) investment portfolio decreased during the month. Telecommunications provider Tuas (ASX: TUA) was a contributor, while New Zealand based milk and dairy products manufactu
Slide 4: WAM Capital
W|A|M Capital The most compelling undervalued growth opportunities in the Australian market. The WAM Capital (ASX: WAM) investment portfolio increased during the month, outperforming the S&P/ASX All Ordinaries Accumulation Index. Contributors to the investment portfolio outperformance included Austr
Slide 5: WAM Leaders
WAM Leaders Actively investing in the highest quality Australian companies. (ASX: WLE) $1,746.4m° Market capitalisation Diversified investment portfolio by sector Financials: 168% Health care: 10.9% The WAM Leaders (ASX: WLE) investment portfolio decreased during the month. Contributors to the inves
Slide 6: WAM Global
W|A|M Global The world’s most compelling undervalued growth companies. The WAM Global (ASX: WGB) investment portfolio increased during the month. Significant contributors to the investment portfolio performance included TradeWeb (NASDAQ; TW) and Pernod Ricard CEPA: RD. TradeWebis a leading builder a
Slide 7: WAM Alternative Assets
W|A|M Alternative Assets Unique opportunities beyond traditional assets The WAM Alternative Assets (ASX: WMA) investment portfolio increased during the month. This was primarily driven by the underlying performance of its private equity investments. In March, WAM Alternative Assets’ investment partn
Slide 8: WAM Strategic Value
W|A|M Strategic Value Discounted asset opportunities. The WAM Strategic Value (ASX: WAR) investment portfolio increased in March, demonstrating the portfolio's defensive qualities, diversification and the benefit of the cash holding during what was a mixed month for domestic equities. Both the S&P/A
Slide 9: WAM Research
W A | M Research Market capitalisation The most compelling undervalued growth opportunities (ASX: WAX) ™ Consumer discretionary: 222% in the Australian market. = Industrials: 203% The WAM Research (ASX: WAX) investment portfolio increased during the month, Health care: 15.6% . outperforming the S&P/
Slide 10: WAM Active
W{A!/M Active Market mispricing opportunities in the Australian market. The WAM Active (ASX: WAA) investment portfolio increased during the month with significant contributors to the investment portfolio performance including biopharmaceutical company Neuren Pharmaceuticals (ASX: NEU) and financial
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