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WAM Income Maximiser Limited ( (AU:WMX) ) just unveiled an announcement.
WAM Income Maximiser reported that its investment portfolio rose 8.3% in the six months to 31 December 2025, outperforming its benchmark by 4.9%, and has gained 11.6% since its April 2025 IPO. The company said it remains on track to meet its target income return of the RBA cash rate plus 2.5% per annum, currently 6.35% including franking credits, supported by portfolio income and realised capital gains.
The board has declared a series of monthly fully franked dividends from August 2025 through the first quarter of 2026, delivering an annualised March 2026 grossed-up dividend yield of 6.3% on the IPO price. Assets have grown to more than $300 million following an SPP and placement, and management has positioned the portfolio overweight equities and short-duration debt to capture cyclical upside while preparing for interest rate shifts, AI disruption and geopolitical risks.
More about WAM Income Maximiser Limited
WAM Income Maximiser Limited (ASX: WMX) is an Australian listed investment company that provides retail investors with exposure to a diversified portfolio of Australian large-cap equities, investment grade corporate bonds and notes, hybrids and short-term money market instruments. Its multi-asset strategy targets a balance of income and capital growth, with an emphasis on capital preservation and access to wholesale income markets typically unavailable to individual investors.
Average Trading Volume: 285,280
Technical Sentiment Signal: Strong Buy
See more insights into WMX stock on TipRanks’ Stock Analysis page.