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Barramundi’s healthcare rebound lifts September-quarter performance

8:09am on Wednesday 28th of October, 2026 AEDT • Investment Management
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Barramundi’s healthcare rebound lifts September-quarter performance

8:09am on Wednesday 28th of October, 2026 AEDT
Key Points
  • 3.0% gross portfolio return versus 1.3% for the ASX 200
  • Adjusted NAV return of 2.4% for the September quarter
  • CSL gained 63%, with Ansell, MAAS Group and PWR Holdings also major contributors
  • Technology and classified holdings remained exposed to AI concerns and rising rates
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