WAM Leaders Limited · ASX:WLE
WAM Leaders — FY2023 Earnings Presentation
7 slides from WAM Leaders's earnings presentation, Sep 6, 2023
Slide 1: FY2023 Full Year Results Webinar
WAM Access the recording NG FY2023 Full Year 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 2Xtogether the Disclosers) have prepared the information contained in these materials in good faith. Cc OdHowever, no warranty (express or implied) is made as to th
Slide 3: For personal use only
For personal use only +14.0% * +13.5% * $1.44 36.1 cps ^ 9.0 cps 6.0%
Slide 4: Investment portfolio performance since inception
Investment portfolio performance since inception a Cc (eo) oO Yn “¢o Performance as at 30 June 2023 | 37g oe Since aaa c yr %pa pa %pa (May-16) (e) (WAM Leaders Investment Portfolio 13.5% 19.5% 14.2% 14.0% oO OS&P/ASX 200 Accumulation Index 14.8% 1.1% 72% 84% — iv Outperformance -1.3% +8.4% +7.0% +5
Slide 5: Fully franked dividends since inception
Full nly ents per sl 10.0 9.0 8.0 7.0 6.0 5.0 40 3.0 2.0 10 0.0 Se,0 For personal u y franked dividends since inception hare 2016/17 2017/18 2018/19 2019/20 @ Interim 2020/21 @ Final 2021/22 2022/23 Key dates Ex-dividend date Dividend record date (7:00pm Sydney time) Last election date for DRP Final
Slide 6: Top holdings
~Top 20 holdings Sin alphabetical order (o) oO 7p) > CBcompany name Code Company name Code Company name Code Company name. Code Cc s © Arst©Cent ALL CSL cst Incitec Pivot Limited Pk mn Y) — Danz’, ANZ dexus Ill DxS * NAB THESE Su — , o BHP BHP lea EDV ORA Santos sto — cea vc RioTinto alo a en challe
Slide 7: Q&A
For personal use only Q&A Join more than 85,000 weekly readers Wilson Asset — Get in touch [email protected] (02) 9247 6755 www.wilsonassetmanagement.com.au 00000