Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — IPO Roadshow (March 2025)
11 slides from Wam Income Maximiser's IPO roadshow presentation, Mar 31, 2025
Slide 1: Access the recording – Q&A webinar
Access the recording Aiming to provide monthly income and capital growth by Q&A webinar investing in high-quality Australian companies 31 March 2025 $1,500 minimum investment Geoff Wilson AO Matthew Haupt Damien Boey Chairman Lead Portfolio Manager Portfolio Strategist
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by WAM Income Maximiser Limited (ACN 683 776 954) (Company) and Wilson Asset Management (International) Pty Limited (ACN 081 047 118) (AFSL no. 247 333) (Wilson Asset Management). The information contained in this presentation is for information purpose
Slide 3: Priority Allocation
Priority Allocation The Board of Directors has allocated $180 million of the $510 million raising to existing shareholders of WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Strategic Value (ASX: WAR), WAM Research (ASX: WAX) and WAM Active (ASX: W
Slide 4: Key Dates
Key Dates Prospectus lodged with ASIC 4 March 2025 Replacement Prospectus lodged/expiry of the Exposure Period 11 March 2025 Offer open 12 March 2025 Broker firm offer expected to close 5:00pm (AEDT), 4 April 2025 Priority Allocation to the WAM Family expected to close 5:00pm (AEST), 11 April 2025 G
Slide 5: Investment Highlights
Investment Highlights $1,500 minimum investment Aiming to provide monthly Unique opportunity, only LIC of Leveraging the proven Wilson franked dividend income. its kind in Australia. Asset Management investment Responding to shareholder A core portfolio of high quality process. demand. 63% of shareh
Slide 6: Monthly dividend income and capital growth
Monthly dividend income and capital growth Monthly Dividends Outperformance Investment Manager’s ability to outperform First dividend expected to be declared and paid in August 2025 Capital Target Income Return & Capital profits Benchmark Capital 11.97% Benchmark reserve Growth 12-month return, Grow
Slide 7: Investment Process
Investment Process Equity Fundamental Macroeconomic Market Research Analysis Positioning Debt 7
Slide 8: Investment Process
Investment Process Equity Fundamental Macroeconomic Market Research Analysis Positioning Debt 8
Slide 9: Key risks Read the Prospectus and Target Market Determination
Key risks Read the Prospectus and Target Market Determination You are encouraged to read the Prospectus carefully The Prospectus and Target Market Determination are as it contains detailed information about the Company available at wilsonassetmanagement.com.au/wam- and the Offer. Like all investment
Slide 10: Key Terms
Key Terms Company WAM Income Maximiser Limited (proposed ASX code: WMX) Securities offered Fully paid ordinary shares Application price $1.50 per share Capital raising $510 million / 340 million shares Priority allocation $180 million / 120 million shares (Wilson Asset Management Family) Management
Slide 11: Q&A
Q&A Join more Get in touch info@wilsonassetmanagement.com.au (02) 9247 6755 than 90,000 www.wilsonassetmanagement.com.au weekly readers