Investor Presentation - May 2012 - Wilson Asset Management

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LICs are superior investment vehicles Listed Investment Companies are very attractive investment vehicles • LICs have outperformed the market ^ • Studies show LICs outperform managed funds *^ • Closed pool of capital – never forced seller or buyer • Provide consistent flow of fully franked dividends • Lower MER compared to managed funds • Provide opportunities – can trade at a premium/discount to assets • Trades on the ASX which provides intra-day liquidity ^ Australian Study: Morgan Stanly Smith Barney * UK Study: Collins Stewart 32
LICs outperform the share market over the long term * Source: Morgan Stanley Smith Barney 33
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 and 18: Did you know?….. Apple Inc. - Mem
Page 19 and 20: Looking ahead • Further interest
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: Smaller and more rewarding *Source
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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