Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — WAM Alternative Assets — FY2025 Earnings Presentation
13 slides from Wam Income Maximiser's earnings presentation, Sep 1, 2025
Slide 1: FY2025 Full Year Results Webinar
Access the recording FY2025 Full Year Results Webinar Geoff Wilson AO Nick Kelly Wilson Asset Management Portfolio Manager Chairman and Chief Investment Officer WAM Alternative Assets Director
Slide 2: Disclaimer
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 to the accuracy, complete
Slide 3: Financial highlights
FY2025 Full Year Results Financial highlights +8.9% Less risk than the market The WAM Alternative Assets investment portfolio has increased 5.3%* in the 2025 financial year and 8.9%* per annum since the appointment of Wilson Asset Management as Investment Manager in October 2020. Pleasingly, Investm
Slide 4: Fully franked dividends
FY2025 Full Year Results Fully franked dividends Since the appointment of Wilson Asset Management as Investment Manager (Oct-20) 5.7 cps 27.1 cps 5.9% 8.4% Fully franked full year Dividends paid since October Fully franked dividend yield* Grossed-up dividend yield* dividend FY2025 2020, when includi
Slide 5: Unique opportunities beyond traditional assets
Unique opportunities beyond traditional assets Nick Kelly Jacob Grover Portfolio Manager Investment Analyst WAM Alternative Assets is the The Company’s investment objectives are to consistently deliver ASX: only listed investment company on the ASX that offers investors absolute returns through a ac
Slide 6: WAM Alternative Assets update
FY2025 Full Year Results WAM Alternative Assets update At 30 June 2025 Investment Portfolio Performance by Financial Year 14.0% 12.0% +8.9% 10.0% Investment portfolio performance per annum since the appointment of 8.0% Wilson Asset Management* 15 6.0% 4.0% Exits achieved since the appointment of Wil
Slide 7: Investment portfolio diversification
Investment portfolio diversification At 31 July 2025 Diversified investment portfolio by asset class Diversified investment portfolio by investment theme 17.8% 17.8% 27.2% 25.8% 6.4% 146 underlying 7.0% 18.3% assets 13.7% 15.6% 11.3% 11.6% 14.7% 12.8% Private Equity: 27.2% Water: 15.6% Infrastructur
Slide 8: Best in class investment partners
Best in class investment partners At 31 July 2025 – on a fully deployed basis Growth Defensive 50% 40% 30% 20% 10% 0% Private Equity Real Estate Water Infrastructure Agriculture Private Debt ^Includes undrawn capital commitments to the Crescent Capital Partners VII Fund ($10.7m); the Wentworth Real
Slide 9: Revitalised portfolio: 100-130 Harris Street, Pyrmont
Revitalised portfolio 100-130 Harris Street, Pyrmont Co-investment partner: Trophy creative office asset in the heart of Sydney. 9
Slide 10: Evolving share register dynamics
Evolving share register dynamics 5,000 4,500 Total number of shareholders Better aligned register 4,000 increased ~40% 3,500 since September • 70% of current shareholders invested 2020 following the appointment of Wilson Asset Number of shareholders 3,000 Management as Investment Manager 2,500 2,000
Slide 11: Resolution 4: Approval to terminate the Investment Management Agreement and liquidate the Company
Resolution 4: Approval to terminate the Investment Management Agreement and liquidate the Company The Directors independent of Wilson Asset Management unanimously recommend that shareholders VOTE AGAINST Resolution 4. The Chairman intends to vote all available proxies AGAINST Resolution 4. A vote AG
Slide 12: Join us in a city near you
WAM Alternative Assets Meet the Manager Join us in a city near you Register for an exclusive presentation on alternative assets from Portfolio Manager Nick Kelly, Investment Analyst Jacob Grover and Investment Specialist Martyn McCathie, followed by a complimentary morning tea. Learn about investing
Slide 13: Q&A
Q&A Join more Get in touch info@wilsonassetmanagement.com.au (02) 9247 6755 than 95,000 www.wilsonassetmanagement.com.au weekly readers
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