Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — Wilson Asset Management — Investor Presentation (July 2023)
10 slides from Wam Income Maximiser's investor presentation, July 2023
Slide 1: Making a difference: July 2023 Investment Update
2 = 5 ) Making a difference July 2023 Investment Update W/A|M WAM WAM WAM Merocap W|A|M Alternative Assets W|A|M Strategic Value W/A|M Research W\A|M Dear Fellow Shareholders, The financial year started strongly, with the S&P/ASX All Ordinaries Accumulation Index increasing 3.0% and the MSCI World I
Slide 2: LIC snapshot
LIC snapshot W{A|M Capital The most compelling undervalued growth opportunities in the Australian market ASX: WAM W|A|M Leaders Actively investing in the highest quality Australian companies ASX: WLE W|A|M Global The world’s most compelling undervalued growth companies ASX: WGB. Share price Share pr
Slide 3: WAM Active
W/A\M Active The WAM Active (ASX: WAA) investment portfolio increased during the month. Significant contributors to the investment portfolio performance included leisure and corporate travel business Flight Centre Travel Group (ASX: FLT) and network-as-a- service provider Megaport (ASX: MP1). Flight
Slide 4: WAM Capital
W/|A|M Capital The WAM Capital (ASX: WAM) investment portfolio increased during the month, outperforming the S&P/ASX Alll Ordinaries Accumulation Index. Significant contributors to the investment portfolio outperformance included leisure and corporate travel business Flight Centre Travel Group (ASX:
Slide 5: WAM Leaders
W|A|M Leaders The WAM Leaders (ASX: WLE) investment portfolio increased during the month. Significant contributors to the investment portfolio performance included fertiliser and explosives producer Incitec Pivot (ASX: IPL) and iron ore producer Rio Tinto (ASX: RIO). Incitec Pivot's business is comp
Slide 6: WAM Global
W|A|M Global The WAM Global (ASX: WGB) investment portfolio performance increased during the month, outperforming the MSC! World Index (AUD). Significant contributors to the investment portfolio outperformance included derivatives marketplace CME Group (NASDAQ: CME) and ticketing service provider CT
Slide 7: WAM Microcap
W/A|M Microcap The WAM Microcap (ASX: WMI) investment portfolio increased during the month Significant contributors to the investment portfolio performance included marine service provider MMA Offshore (ASX: MRM) and discount variety retailer The Reject Shop (ASX: TRS). MMA Offshore provides marine
Slide 8: WAM Alternative Assets
WA! M Alternative Assets The WAM Alternative Assets (ASX: WMA) investment portfolio increased during the month, primarily driven by the underlying performance of itsreal assets investments The Argyle Water Fund provides the WAM Alternative Assets investment portfolio with an investment return consis
Slide 9: WAM Strategic Value
W|A|M Strategic Value The WAM Strategic Value (ASX: WAR) investment portfolio increased during the month. The listed investment company (LIC) and listed investment trust (LIT) sector experienced a general narrowing of share price discounts to net tangible assets (NTA) following share price volatilit
Slide 10: WAM Research
W/A/M Research The WAM Research (ASX: WAX) investment portfolio increased during the month. Significant contributors to the investment portfolio performance included energy company Viva Energy Group (ASX: VEA) and banking and financial services provider Virgin Money UK (ASX: VUK). Viva Energy Group
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