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Barramundi resets portfolio rules after a bruising year

8:31am on Friday 30th of October, 2026 AEDT • Financial Services
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Barramundi resets portfolio rules after a bruising year

8:31am on Friday 30th of October, 2026 AEDT
Key Points
  • NZ$42.9m FY2026 net loss and -16.2% total shareholder return
  • Adjusted NAV return of -18.2% versus a +9.2% benchmark return
  • New portfolio guardrails include at least 25 stocks and a 5% maximum position
  • Management agreement negotiations remain unresolved after its renewal date
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