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Barramundi Q2 Returns Boosted by AI and Takeover Activity

6:53am on Monday 20th of July, 2026 AEST Financial Services
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Barramundi Q2 Returns Boosted by AI and Takeover Activity

6:53am on Monday 20th of July, 2026 AEST
Key Points
  • Q2 gross portfolio return of +3.8%, adjusted NAV +3.4%
  • Strong gains from AI infrastructure plays NEXTDC (+31%) and Maas Group (+23%)
  • Takeover interest lifts oOH!Media (+53%) and AUB Group (+18%)
  • Banks underperform amid economic concerns; miners BHP (+18%) and Rio Tinto (+7%) outperform
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