Shaw and Partners appointed as Joint Lead Manager to the $510m Wilson Asset Management WAM Income Maximiser IPO Corporate14 Mar 2025

Shaw and Partners is pleased to be appointed as Joint Lead Manager to the $510m Wilson Asset Management WAM Income Maximiser (ASX:WMX) IPO.

 

WMX aims to deliver investors monthly franked dividends and capital growth from investing in high-quality equities and corporate debt.

 

Investment objectives

  • Deliver a monthly income stream of franked dividends
  • Capital growth over the medium-to-long term
  • Preserve capital

 

Highlights

  • Active equity (60-70%) and debt (30-40%) strategy
  • Access to Australia’s highest quality companies that can sustain or grow their distributions over time, in the form of franked dividends and share buybacks
  • Benefits of the LIC structure, which provides investors with a closed pool of capital, strong corporate governance and the ability to pay fully franked dividends
  • Exposure to WAM’s proven investment process. WAM is a specialist LIC manager, managing over $5.9 billion on behalf of more than 130,000 shareholders

 

For more information please contact your Shaw and Partners adviser.

 

The investment manager is Wilson Asset Management (International) Pty Limited. Offer of the securities will be made in (or accompanied by) a copy of the Prospectus, available at here and you should consider the disclosure document carefully before deciding whether to acquire the securities. To acquire securities under the offer investors will need to complete an application process detailed in the disclosure document.

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