Investor Presentation - May 2012 - Wilson Asset Management

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Apple Inc. Key metrics relative to Country GDPs Rank Country GDP Rank Country GDP (2011 US$bn) (2011 US$bn) 1 United States 15,065 21 Saudi Arabia 560 2 China 6,988 22 Apple Market Cap 556 3 Japan 5,855 23 Poland 532 4 Germany 3,629 24 Belgium 529 5 France 2,808 25 Taiwan Province of China 505 6 Brazil 2,518 26 Norway 479 7 United Kingdom 2,481 27 Islamic Republic of Iran 475 8 Italy 2,246 28 Argentina 435 9 Russia 1,885 29 Austria 425 10 India 1,843 30 South Africa 422 11 Canada 1,759 31 United Arab Emirates 358 12 Spain 1,536 32 Denmark 349 13 Australia 1,507 33 Thailand 339 14 Mexico 1,185 34 Columbia 321 15 Korea 1,164 35 Greece 312 16 Netherlands 858 36 Venezuela 310 17 Indonesia 834 37 Finland 271 18 Turkey 763 38 Singapore 266 19 Switzerland 666 39 Malaysia 248 20 Sweden 572 40 Nigeria 247 18
Looking ahead • Further interest rate cuts • US economic recovery to continue • Global deleveraging cycle to continue • Cautiously optimistic on the Australian equity market 19
Page 1 and 2: WAM Capital Limited (WAM)
Page 3 and 4: Option issue • Bonus option issue
Page 5 and 6: Consistent outperformance Performan
Page 7 and 8: Outperformance since inception Inde
Page 9 and 10: Dividend growth Cents per share 18.
Page 11 and 12: Contributors / Detractors Best Perf
Page 13 and 14: Ainsworth Game Technology Ltd (AGI)
Page 15 and 16: Market Driven facts Financial Year
Page 17: Did you know?….. Apple Inc. - Mem
Page 21 and 22: Summary • Investment team continu
Page 23 and 24: Additional Information 23
Page 25 and 26: What Wilson Asset Management delive
Page 27 and 28: Our Business Model Investment Proce
Page 29 and 30: Superior returns from growth compan
Page 31 and 32: Smaller and more rewarding *Source
Page 33 and 34: LICs outperform the share market ov
Page 35 and 36: Investment objectives The investmen
Page 37 and 38: Investment process “ Market Drive
Page 39 and 40: Investor communications � Website

Investor Presentation - May 2012 - Wilson Asset Management

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