Mff Capital Investments Ltd. · ASX:MFF
Mff Capital Investments — Shareholder Meeting (October 2026)
12 slides from Mff Capital Investments's shareholder meeting presentation, Oct 20, 2026
Slide 1: MFF Capital Investments Limited 2026 Annual General Meeting
rsonal use only MFF Capital Investments Limited 2026 Annual General Meeting 20 OCTOBER 2026
Slide 2: Important Information
Important Information This presentation has been prepared by MFF Capital Investments Limited ABN 32 121 977 884 (“MFF”) for informational purposes only. It does not rsonal use only constitute an offer, invitation, solicitation or recommendation to subscribe for or purchase securities in MFF or any o
Slide 3: Chairman's Address
rsonal use only Chairman’s Address Annabelle Chaplain
Slide 4: CEO & Managing Director's Update
rsonal use only CEO & Managing Director’s Update Gerald Stack
Slide 5: FY26 Overview
FY26 Overview Year ended 30 June 2026 rsonal use only $225.0m $159.6m $119.5m $38.0m Net profit before tax Net profit after tax Cash tax paid Dividend & distribution mark-to-market mark-to-market income received net of withholding tax FY25: $615.6m FY25: $432.0m FY25: $91.6m FY25: $32.8m $2,968.5m $
Slide 6: Shareholder Returns
Shareholder Returns Years ended 30 June 2026 35% Compound Returns (% per annum) rsonal use only 30.3% 30% 25% 20.6% 20% 19.6% 17.3% 15.5% 14.7% 15.2% 15% 14.4% 14.0% 10% 5% 0% 3 year 5 year 10 year MFF Pre-tax NTA (tax reinstated) MFF Post-tax NTA Share Price TSR MFF Portfolio There are three measur
Slide 7: Dividends
Dividends As at 30 June 2026 MFF intends to increase the rate of the six-monthly 11.0 cents per share 12cps rsonal use only dividend to 12 cents per share for the period ending FY26 declared final dividend 31 December 20261. 26% Annual fully franked dividends (cents per share) Five-year dividend com
Slide 8: Our Evolution
Our Evolution FY07 – FY13 FY14 – FY25 FY26 Magellan Flagship Fund MFF Capital Investments MFF Capital Investments rsonal use only Investment management1 External IMA Internal PM Internal PM Additional research support Outsourced Outsourced Internal2 Back-office capabilities Outsourced Outsourced Int
Slide 9: Outlook
Outlook rsonal use only • MFF is positioned to withstand current market volatility and make opportunistic portfolio changes/additions over time ꟷ Portfolio remains concentrated in advantaged businesses, with resilience demonstrated throughout the challenging conditions of 2026 ꟷ Unconstrained mandat
Slide 10: Portfolio Manager's Update
rsonal use only Portfolio Manager’s Update Chris Mackay
Slide 11: 10-year Outcomes
10-year Outcomes FY2017 – FY2026 Net profits after tax Total dividends1 rsonal use only Cash tax paid $2,052m $558m $513m after full 30% tax on unrealised and realised fully franked, other than FY17 interim dividend supporting payment of fully franked dividends gains franked at 85% and franking cred
Slide 12: MFF's Top Portfolio Holdings
MFF’s Top Portfolio Holdings As at 30 September 2026 rsonal use only % % MasterCard 8.8 Lloyds Banking Group 2.7 Visa 8.6 Lowe’s 2.6 Alphabet Class A 8.5 DBS Group 2.5 Amazon 7.5 Oversea – Chinese Banking 2.1 Bank of America 7.4 Blackstone Group 1.9 Microsoft 6.8 KKR & Co 1.8 American Express 5.9 US
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