Associate Global Partners Limited · ASX:APL
Associate Global Partners — Investor Presentation (August 2026)
32 slides from Associate Global Partners's investor presentation, Aug 26, 2026
Slide 1: Associate Global Partners Limited Investor Presentation August 2026
Associate Global Partners Limited (ASX: APL) Investor Presentation August 2026
Slide 2: Contents
Contents Page Number About AGP 2 FY2026 Review 12 Investment Manager Partners 17 Financial Performance and Position 25 Strategic Priorities 28 Disclaimer 30 Contact Details 31 01
Slide 3: About AGP
About AGP GLOBAL PARTNERS
Slide 4: About Associate Global Partners Limited
About Associate Global Partners Limited Associate 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 under
Slide 5: Group Product Suite
Group Product Suite An exceptional range of investment capabilities across asset classes Distributed Product Suite Large Cap and Small Cap Founded in 1988, Muzinich & ARK Invest (ARK) is a US- The Switzer Dividend Growth Thomson, Horstmann & portfolios are managed by Co. Inc. (Muzinich) is a New bas
Slide 6: Our Vision
Our Vision Vision To build a leading multi-boutique investment management firm with a broad and diversified investor base. Purpose Our purpose is to provide Australian investors with access to unique, world-class investment strategies that help them to achieve their financial objectives. Strategic O
Slide 7: 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 8: Our Distribution Platform
Our Distribution Platform An Australian funds management firm with a distribution platform consisting of an experienced nationwide team and access to the highly sought after direct investor channel AGP has developed a unique platform consisting of: Specialist Distribution Platform c.14,000 150,000+
Slide 9: Our Distribution Capabilities – Servicing the Whole Investor Ecosystem
Our Distribution Capabilities – Servicing the Whole Investor Ecosystem Relationships Across Client Segments Relationships with ‘Gatekeepers’ AGP’s partnership with Switzer provides access to Australia’s large and growing self-directed and SMSF market. Rating Agencies AGP has access to a growing inve
Slide 10: Building a Direct Business
Building a Direct Business Central to building our direct strategy is our partnership with Switzer Established direct channel presence Switzer is a trusted financial media and services brand with an audience of self-directed investors. Strategic objective The purpose of the partnership is to deepen
Slide 11: Listed Products: A Core Pillar of Our Direct Distribution Strategy
Listed Products: A Core Pillar of Our Direct Distribution Strategy Delivering listed market expertise with scalable distribution capability. Proven Listed Expertise Launched one of Australia’s first active ETFs in 2017 and delivered six listed products*. Active ETF Pioneer Early adopter of the activ
Slide 12: Our Key Attributes
Our Key Attributes Highly experienced distribution, marketing and operations capability built to support and grow our manager partnerships Experienced Team Experienced Expertise in Listed with Strong Marketing Capability & Unlisted Products Networks Our team of experienced Dedicated & experienced te
Slide 13: FY2026 Review
FY2026 Review GLOBAL PARTNERS
Slide 14: FY2026 Operational Highlights and Initiatives
FY2026 Operational Highlights and Initiatives • The Group’s total FUM grew by 20% in the year ended 30 June 2026 (FY2026) to $1.672 billion as at 30 June 2026 from $1.397 billion as at 30 June 2025. This was after payment of $120 million in cash distributions and dividends, mainly in July 2025 with
Slide 15: Growth in FUM since 2017
Growth in FUM since 2017 As at 24 August 2026, Associate Global Partners had FUM of $1.615 billion*. • $1.615bn diversified FUM platform across listed, unlisted and institutional strategies. • The key drivers of growth especially in the June 2026 quarter were: o net inflows into AGP's suite of funds
Slide 16: Half-Yearly Net Flows since 2017
Half-Yearly Net Flows since 2017 Positive FUM flows in FY2026, and continuing into H1 FY2027, reflecting strengthening investor demand. • Materially improved FUM flows during FY2026, with the Group experiencing total net inflows of $172 million*. • The continued positive momentum highlights the stre
Slide 17: Quality Investor Base
Quality Investor Base As at 31 July 2026, Associate Global Partners proudly serves over 14,000 unitholders and shareholders* across its product suite 16 *Source: MUFG Pension & Market Services and Clime Investment Management.
Slide 18: Investment Manager Partners
Investment Manager Partners 17
Slide 19: Global Equities – WCM Investment Management
Global Equities – WCM Investment Management Since partnering with Associate Global Partners in June 2017, WCM now has $1.375 billion in retail FUM in Australia serving over 12,000 retail and wholesale investors*. Product FUM Highlights • WQG reported a strong FY2026 financial performance, announced
Slide 20: WCM Investment Management
WCM Investment Management A Proven World Class Investment Manager AGP’s scaled national distribution platform continues to drive FUM growth across the WCM Large Cap strategy. • WCM Quality Global Growth Key growth drivers supported by AGP’s distribution platform include: o WCM Global Growth Limited
Slide 21: WCM Large-Cap Track Record
WCM 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 3, 7 and 10-year basis and since inception. 23.29% 17.19% 16.45% 15.65% 14.60% 13.46% 13.76% 12.38% 12.37% 11.87% 10.52% 9.84% 1
Slide 22: 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 23: Australian Equities – Income
Australian Equities – Income 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. • The fund remains focused on delivering higher income and lower volatility than the A
Slide 24: New Manager Partnership - Muzinich & Co. Inc.
New Manager Partnership - Muzinich & Co. Inc. Muzinich BDC Income Fund Active ETF (ASX:BDCI) 1 • Founded in 1988, Muzinich & Co. Inc. (Muzinich) is a New York-based global corporate credit specialist with A$62.6 billion in assets under management. • Muzinich is a privately-owned, institutionally-foc
Slide 25: New Manager Partnership - ARK Invest
New Manager Partnership - ARK Invest • ARK Invest (ARK) is a US-based active investment manager focused on disruptive innovation and transformational companies. • ARK was founded by Cathie Wood in January 2014 and is based in St Petersburg, Florida. Drawing on more than 40 years of experience identi
Slide 26: Financial Performance and Position
Financial Performance and Position 25
Slide 27: Improved Underlying FY2026 Financial Performance
Improved Underlying FY2026 Financial Performance • Total revenue for FY2026 was up 3.8% to $7,150,000 (FY2025: $6,885,000). However, excluding the termination fee of $300,000 in relation to the Vinva Fund and performance fees of $148,000 in FY2025, the Group’s total revenue was up 11.1% in FY2026. •
Slide 28: Strong Financial Position
Strong Financial Position • The Group’s cash balance as at 30 June $’000 30 June 2026 30 June 2025 2026 was $3.708 million, down from $4.842 ASSETS million as at 30 June 2025. Current assets Cash and cash equivalents 3,708 4,842 • The lower cash balance reflects the Group’s Other current assets 1,34
Slide 29: Strategic Priorities
Strategic Priorities ASSOCIATE GLOBAL PARTNERS AGP
Slide 30: Strategic Priorities
Strategic Priorities Well Positioned for Future Growth Grow Manager Expand Distribution and Launch Products & Deliver Partnerships Diversify Investors Explore Growth Profitability • Continue to grow FUM with the • Continue to strengthen AGP’s • Launch new products with the • Continue to focus on inc
Slide 31: 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 32: 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 31
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