Associate Global Partners Limited · ASX:APL
Associate Global Partners — Investor Presentation (August 2025)
27 slides from Associate Global Partners's investor presentation, Aug 27, 2025
Slide 1: Associate Global Partners Limited (ASX: APL) Investor Presentation
Associate Global Partners Limited (ASX: APL) Investor Presentation August 2025
Slide 2: Contents
Contents Page Number About AGP 2 FY25 Review 6 Investment Manager Partners 12 Financial Performance and Position 20 Strategic Priorities 23 Disclaimer 25 Contact details 26 01
Slide 3: About AGP
About AGP GLOBAL PARTNERS
Slide 4: About Associate Global Partners Limited
About Associate Global Partners Limited Associated Global Partners Limited (AGP) is an independent, multi-boutique asset management firm. AGP has developed a fully integrated distribution platform which provides investment managers with an end-to-end solution to build their brand and grow funds unde
Slide 5: Group Product Suite
Group Product Suite An exceptional range of investment capabilities across asset classes Distributed Product Suite Distributed Product Suite The Large Cap and Small Cap Established in 2017, Vertium Asset The Switzer Dividend Growth Fund Thomson, Horstmann & portfolios are managed by WCM Management (
Slide 6: Experienced, High Calibre Management
Experienced, High Calibre Management Board with a deep bench of experience Nerida Campbell Jason Billings Martin Switzer Dr. Brett Cairns Ken Poutakidis Independent Chair Independent Deputy Chair Chief Executive Officer and Non-Executive Independent Non-Executive Managing Director Director Director
Slide 7: FY25 Review
FY25 Review GLOBAL PARTNERS
Slide 8: FY25 Operational Highlights and Initiatives; Financial Highlights
FY25 Operational Highlights and Initiatives • Continued FUM growth with established investment manager partnerships • The Group’s Funds Under Management (FUM) grew to $1.397 billion as at 30 June 2025, up 8.1% from $1.292 billion as at 30 June 2024. • The key driver of growth was the excellent overa
Slide 9: Growth in FUM since 2017
Growth in FUM since 2017 As at 30 June 2025, Associate Global Partners had FUM of $1.397 billion*. $2,000m Alternatives and other $1,800m strategies $1,600m Institutional Products (THB $1,400m Micro Cap Fund) • The key drivers of growth during the reporting period included: $1,200m WCM Unlisted Prod
Slide 10: Annual Net FUM Flows since 2017
Annual Net FUM Flows since 2017 Fund flows significantly improved in FY25, with the Group delivering its largest ever annual net inflow. • Total net inflows for FY25 were $385 million, the highest annual net inflows since the Group’s transition to become a third-party distributer in 2017. • The cont
Slide 11: Growing Distribution Capability
Growing Distribution Capability The Group continues to build its marketing and distribution platform Direct Advised High Net Worth Consultants and Institutions Direct and retail broker Experienced distribution High net worth individuals, Platforms Engagement with channels including the and marketing
Slide 12: Quality Investor Base
Quality Investor Base As at 30 June 2025, Associate Global Partners proudly serves 12,215 unitholders and shareholders* across its product suite 19 2,084 WCM Products (WCM Large Cap and Small Cap Funds) Income Products (Switzer Income Products and Vertium) Institutional Products (THB Micro Cap Fund)
Slide 13: Investment Manager Partners
Investment Manager Partners 12
Slide 14: Global Equities – WCM Investment Management
Global Equities – WCM Investment Management Since partnering with Associate Global Partners in June 2017, WCM now has $1.164 billion in retail FUM in Australia serving over 10,000 retail and wholesale investors*. Product FUM Highlights • WQG, a listed investment company, reported a strong FY25 net p
Slide 15: WCM Investment Management
WCM Investment Management A Proven World Class Investment Manager With improved market conditions and the enhancements made to AGP’s • WCM Quality Global Growth national distribution team over FY25, there was significant focus on o WCM Global Growth Limited (WQG) distribution and marketing activitie
Slide 16: Large-Cap Track Record
Large-Cap Track Record Annualised returns of the WCM Quality Global Growth Equity Strategy Composite vs its benchmark. The Strategy has outperformed its benchmark on a 1, 3, 5 and 10-years basis and since inception. 34.02% 27.36% 19.81% 18.92% 15.92% 16.63% 15.31% 14.79% 12.32% 10.27% 1 Year 3 Years
Slide 17: Small-Cap Track Record
Small-Cap Track Record Annualised returns of the WCM International Small Cap Growth Equity Strategy Composite vs its benchmark. The Strategy has outperformed its benchmark on a 1, 3 and 10-year basis and since inception. 30.25% 21.20% 17.39% 15.87% 16.06% 14.00% 12.36% 9.16% 9.78% 8.71% 1 Year 3 Yea
Slide 18: Thomson, Horstmann & Bryant
Thomson, Horstmann & Bryant THB US Micro-Cap Fund • Thomson, Horstmann & Bryant (THB) is a dedicated micro and small cap specialist investment franchise based in Connecticut, USA. • Founded in 1982, THB has over 40 years of experience investing in US micro-cap stocks and has one of the longest and m
Slide 19: Vertium Asset Management
Vertium Asset Management Vertium Equity Income Fund • Vertium Asset Management Pty Ltd (Vertium) is a Sydney-based Australian equity fund manager. • Vertium was created to fill a perceived void in the market for retirement portfolios: a strategy that can provide income (and capital growth potential)
Slide 20: Income Suite
Income Suite Switzer Dividend Growth Fund Active ETF (ASX:SWTZ) • SWTZ aims to generate an above-market yield while maximising franking where possible and deliver capital growth over the long term. • Vertium has been the investment manager of SWTZ since 28 March 2024. • The fund remains focused on d
Slide 21: Financial Performance and Position
Financial Performance and Position 20
Slide 22: Continued Improved FY25 Financial Performance
Continued Improved FY25 Financial Performance • The Group’s total revenue for FY25 was up 14.0% to $7,085,000 (FY2024: $6,216,000), driven primarily by favorable market conditions and inflows resulting in FUM growth, improved fee revenue generated through the Group’s direct and wholesale investor pl
Slide 23: Strong Financial Position
Strong Financial Position • The Group’s cash balance as at 30 June $’000 30 June 2025 30 June 2024 2025 was $4.842 million, up from $4.183 ASSETS million at the same time last year. Current assets Cash and cash equivalents 4,842 4,183 • AGP has: Other current assets 1,375 2,076 o cash and current re
Slide 24: Strategic Priorities
Strategic Priorities ASSOCIATE GLOBAL PARTNERS AGP
Slide 25: Strategic Priorities: Well Positioned for Future Growth
Strategic Priorities Well Positioned for Future Growth Grow Manager Expanding Distribution Launching Products & Financial Partnerships and Diversifying Investors Exploring Growth Performance • Continue to grow FUM with the • We will continue to strengthen AGP’s • Launch new products with the • The G
Slide 26: Disclaimer
Disclaimer This material has been prepared by Associate Global Partners Limited (ABN 56 080 277 998) (AGP or Group) and comprises written materials/slides for a presentation concerning the Group. This is not a prospectus, disclosure document or offering document. The Group its officers, employees, a
Slide 27: Contact Details
Contact Details MARTY SWITZER CEO and Managing Director Associate Global Partners Limited Level 12 2 Chifley Square Sydney, NSW, 2000 0407 297 702 (Marty Switzer) 1300 052 054 26
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