Gamma Wealth Group is pleased to offer investors the opportunity to participate in the upcoming IPO – WAM Income Maximiser.  This Listed Investment Company (LIC), managed by Wilson Asset Management, will invest in high quality ASX listed companies and corporate debt instruments to enable them to provide sustainable monthly income to investors.  Wilson Asset Management is an experienced investment manager and has more than $5.9bn funds under management.

Key features of this investment are:

• Issue price:                          $1.50
• Amount to raise:                  $510m
• ASX Code:                           WMX
• Targeted Income Return:     6.0% per annum (including franking credits)
• Distributions:                        Monthly, with first dividend expected to be declared and paid in August 2025
• Type of Investments:           60-70% of the LIC invested in ASX300 companies and 30-40% investment grade corporate notes, bonds and hybrids
• ASX listing:                          30^th April, 2025

Model Portfolio Snapshot: An example of the composition of the LIC.

Please find attached the investment presentation:Wilson Income Maximiser

This investment may be suitable for those investors requiring regular income and some capital growth in their portfolio.