Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — Wilson Asset Management — Investor Presentation (September 2020)
11 slides from Wam Income Maximiser's investor presentation, Sep 4, 2020
Slide 1: Investor Q&A, 4 September 2020
\\ ’ Wilson $2.0 Makinga Syears difference Asset Management | —— Investor Q&A 2:30pm (Sydney time) W/\A\M Friday, 4 September 2020 W/A!|M Research Join the webinar Dial-in W/A|M 1800 850 171 Access code 795466
Slide 2: Disclaimer
Wilson Asset Management Disclaimer Wilson Asset Management and their related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (express or implied) is made as t
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Slide 4: Domestic travel
Slide 5: E-commerce
Slide 6: Top holdings as at 31 August 2020
W|A|M Capital Research-driven holdings Market-driven holdings Code Company Code Company ELD Elders Limited AUL Australian United Investment Company Limited Top holdings as at 31 BAP apeor Limited Als eats Limited Japcor Limit jealius Limit August 2020 VEA Viva Energy Group Limited PIA Pengana Intern
Slide 7: High conviction stock picks
Wilson Asset Management High conviction stock picks Oscar Oberg Lead Portfolio Manager thealius Shaun Weick Equity Analyst SEALINK Travel Group ai; a Tobias Yao Portfolio Manager Sam Koch Equity Analyst INF@)/MEDIA Global leaders in ports soft tyro
Slide 8: Capital
W|A|M Capital Estimated August investment portfolio performance’ 9.2% Estimated investment portfolio performance since inception (p.a. since August 1999)” 16.1% \ Estimated 31 August pre-tax NTA $1.73 Estimated 31 August profits reserve 17.5 cps Fully franked full year dividend 15.5 Cps Fully franke
Slide 9: Research
W|A|M Research Estimated August investment portfolio performance” 11.8% Estimated 31 August profits reserve 34.9 cps \\’ Fully franked full year dividend 9.8 cps Fully franked full year dividend yield 6.8% Estimated 31 August pre-tax NTA $1.09 Dividend coverage* 3.6 years Page 9
Slide 10: Active
W|A|M Active Estimated August investment portfolio performance* 6.7% Estimated 31 August profits reserve 10.8 cps \\ Fully franked full year dividend 6.0 cps Fully franked full year dividend yield* 5-7% Estimated 31 August pre-tax NTA $0.99 Dividend coverage* 1.8 years nts per share as at 31 August
Slide 11: Join more than 55,000 weekly readers
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