WAM Leaders Limited · ASX:WLE
WAM Leaders — H1 FY2024 Earnings Presentation
8 slides from WAM Leaders's earnings presentation, April 2024
Slide 1: FY2024 Interim Results Webinar
WAM Access the recording aft: atl: & FY2024 Interim Results Webinar Matthew Haupt John Ayoub Lead Portfolio Manager Portfolio Manager
Slide 2: Disclaimer
Disclaimer W|A|M Leaders 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 accu
Slide 3: 31.5 cps 3.4 years 9.2 cps
$1.38 per share * ^^ +13.3% 9.6% 31.5 cps 3.4 years ** 9.2 cps ^ 4.6 cps 6.7%
Slide 4: Investment portfolio performance since inception
W|A|M Leaders Investment portfolio performance since inception Since Fin 1 3 yrs 5 yrs inception Performance as at 31 December 2023 YTD yr %pa %pa %pa (May-16) WAM Leaders Investment Portfolio 2.0% 64% 14.1% 16.3% 13.3% S&P/ASX 200 Accumulation Index 76% 12.4% 9.2% 10.3% 8.9% Outperformance -5.6% -6
Slide 5: Fully franked dividends since inception
Fully franked dividends since inception Cents per share 100 9.0 80 70 60 50 40 30 20 10 0.0 2016/17 2017/18 2018/19 2019/20 ™Fully franked interim dividend 2020/21 2021/22 2022/23 ™ Fully franked final dividend 2023/24" Key dividend dates Ex dividend date Dividend record date (7:00pm Sydney time) La
Slide 6: Investment Process
Investment Process W|A|M Leaders
Slide 7: Top holdings
Top 20 holdings In alphabetical order as at 31 December 2023 Company name Code Company name Code Company name Code Company name. Code Me, AestOCet ALL CSL cst OR;,<RA ORA Santos sTO a a = ANZO, ANZ len v ase uc Ramsay RHC _=Transurban TCL Health Care BHP BHP now MGR RioTinto RIO a TWE =I Brambles Bx
Slide 8: Q&A - Join more than 85,000 weekly readers
Q&A Join more than 85,000 weekly readers Wilson Asset Management Get in touch [email protected] (02) 9247 6755 www.wilsonassetmanagemen t.com.au 00000