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WAM Income Maximiser Limited ( (AU:WMX) ) just unveiled an update.
WAM Income Maximiser Limited reported an impressive performance for October 2025, with its investment portfolio returning 1.7%, significantly outperforming its benchmark’s 0.4%. This success was attributed to strategic allocations in equities, particularly resource stocks, and a well-structured short-duration debt portfolio. Despite global credit spread widening, the company’s focus on higher-quality bonds shielded it from capital losses. The running yield on the portfolio slightly decreased to 4.5%, but dividend yields remained robust. Looking forward, the company anticipates economic growth and potential rate cuts by the Reserve Bank of Australia, which could influence future income returns. The portfolio remains heavily weighted in equities, particularly in resource stocks, positioning it well for the current interest rate environment.
More about WAM Income Maximiser Limited
WAM Income Maximiser Limited operates in the financial services industry, focusing on delivering monthly income and capital growth by investing in high-quality Australian companies and corporate debt instruments. The company targets a blend of equities and corporate debt, aiming for a benchmark comprising 60% S&P/ASX 300 Accumulation Index and 40% Bloomberg AusBond Bank Bill Index plus 1.0% per annum.
Average Trading Volume: 200,097
Technical Sentiment Signal: Strong Sell
Learn more about WMX stock on TipRanks’ Stock Analysis page.