WAM Leaders Limited · ASX:WLE
WAM Leaders — FY2022 Earnings Presentation
6 slides from WAM Leaders's earnings presentation, 2022
Slide 1: WAM Leaders FY2022 Results Q&A Webinar
’ Wilson 42.0 Makinga Syears difference Asset Management W|A|M Leaders Actively investing in the highest quality Australian companies ; Dial in: 1800 590 693 FY2022 Results Q&A Webinar Passcode: 171038 Matthew Haupt John Ayoub Anna Milne Lead Portfolio Manager Portfolio Manager Equity Analyst
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
Slide 3: Strong investment portfolio outperformance since inception
Wilson Asset Management Strong investment portfolio outperformance since inception 1 3 yrs 5yrs Sinceinception Performance at 30 June 2022 yr %pa pa _%pa (May-16) WAM Leaders Investment Portfolio” 9.7% 15.5% 15.0% 14.0% S&P/ASX 200 Accumulation Index -~6.5% 3.3% 6.8% TA% Outperformance +16.2% +12.2%
Slide 4: Increased fully franked dividends
Wilson Asset Management Increased fully franked dividends Increasing fully franked dividends cents 80 8.0 cents per share per share 7.0 FY2022 fully franked so 7 full year dividend 80 325 8 “0 25 “o re) 3.0 14.3 % increase 20 20 - 35 a FY2022 fully franked 10 - ~ full year dividend °° 2016/17 2017/1
Slide 5: WAM Leaders top holdings (in alphabetical order)
Wilson Asset Management WAM Leaders top 20 holdings (in alphabetical order) BHP > CSL P| @ BHP CBA CSL GMG IAG > my) NEWCREST @& R aE ies QBE Heanneoe LLC NCM QBE RHC RioTinto Tie SCENTRE GROUP Re Santos RIO $32 ere) SGR STO € 3 Westpac croup LY, Greupes TLS TWE WBC WDS WOW AS at 31 July 2022
Slide 6: Join more than 75,000 weekly readers
Join more than 75,000 weekly readers