WAM Income Maximiser Extends Benchmark-Beating Run on Global and Resources Tilt

WAM Income Maximiser Limited ( (AU:WMX) ) just unveiled an announcement.

WAM Income Maximiser reported that its investment portfolio rose 1.5% in December 2025, beating its blended benchmark’s 1.0% gain, and is up 8.4% financial year-to-date, outperforming the benchmark by 5.0%. Management attributed the outperformance to tactical shifts in asset allocation, including short-duration positioning in debt, an overweight stance in resource stocks, and a relative preference for US equities and commodities over Australian equities and bonds, which helped shield the portfolio from capital outflows and benefit from recovering global growth and stronger commodity prices. The debt book’s short duration and higher-quality tilt profited from rising government bond yields as markets began to price in potential Reserve Bank of Australia rate hikes, while the equity portfolio’s overweight in resources and underweight in domestic cyclicals, banks and high-growth names aligned with a market rotation toward global and commodity exposures. The company is maintaining a cautious but constructive stance on global growth, noting support for equity and commodity markets from improving growth prospects and Federal Reserve balance-sheet expansion, while acknowledging ongoing pressure on Australian-focused exposures from capital outflows and rate-rise concerns; it also confirmed a fully franked monthly dividend of 0.45 cents per share payable on 30 January 2026, continuing its emphasis on consistent income distribution.

More about WAM Income Maximiser Limited

WAM Income Maximiser Limited (ASX: WMX) is an Australian listed investment company focused on delivering monthly income and capital growth by investing in high‑quality Australian equities and corporate debt instruments. Its mandate targets an income return on net tangible assets, including franking credits, linked to the Reserve Bank of Australia cash rate, and it benchmarks performance against a blend of the S&P/ASX 300 Accumulation Index and the Bloomberg AusBond Bank Bill Index. As at 31 December 2025, the company managed $308.2 million in assets, with a diversified portfolio tilted toward income-generating stocks and short-duration, investment‑grade credit, and it pays fully franked monthly dividends to shareholders.

Average Trading Volume: 302,124

Technical Sentiment Signal: Hold

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