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Barramundi’s May NAV Declines 2.3% as CSL and Brambles Hit by Downgrades

7:04am on Friday 12th of June, 2026 AEST Financial Services
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Barramundi’s May NAV Declines 2.3% as CSL and Brambles Hit by Downgrades

7:04am on Friday 12th of June, 2026 AEST
Key Points
  • May adjusted NAV return down 2.3%
  • CSL cuts FY26 guidance amid regulatory and market pressures
  • Brambles lowers earnings forecast due to US pallet repair constraints
  • Portfolio shifts increase exposure to Brambles, BHP, Rio Tinto
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