Latest Asset Management News

Magellan Financial Group is handing over management of its $5.3 billion global equities funds to Vinva, adopting a new systematic strategy and slashing fees to boost client value.

Regal Partners Limited’s funds under management fell 3% to $20.2 billion in the March quarter, pressured by investment losses amid geopolitical turmoil, even as net inflows remained positive for the tenth consecutive quarter.

Navigator Global Investments (ASX: NGI) reported a 9% jump in ownership-adjusted assets under management to USD31.6 billion for Q3 FY26, driven by strong inflows, strategic acquisitions, and solid hedge fund performance amid market volatility.

Pinnacle Investment Management has cleared critical regulatory hurdles from the FCA and DFSA to acquire the remaining 79.2% of Pacific Asset Management, with completion slated for 24 April 2026.

K2 Asset Management has decided to wind down its K2 Australian Small Cap Hedge Fund Complex ETF after a strategic review found it unlikely to meet profitability targets. The closure paves the way for reallocating capital to higher-growth areas and streamlining product offerings.

Australian Ethical’s funds under management slid 3.7% to $13.57 billion in Q3 2026 amid market volatility, but the firm bolstered growth with a new $125 million private markets fund backed by the Clean Energy Finance Corporation and solid middle market client wins.

GQG Partners reported a decline in funds under management to USD 162.5 billion at the end of March 2026, driven by significant net outflows partially offset by strong investment returns amid market volatility.

Magellan Financial Group's assets under management fell to A$37.5 billion as of 31 March 2026, reflecting net outflows and market impacts across retail and institutional funds.

Microequities Asset Management Group reports a significant decline in Funds Under Management due to global market volatility but maintains strong profitability and liquidity.

Perpetual Limited has updated its dividend announcement, confirming a fully unfranked ordinary dividend of 59 cents per share and setting the Dividend Reinvestment Plan price at $16.11 based on a 10-day volume weighted average price.

Savana Asset Management’s February letter reveals a challenging month marked by a tech sector sell-off amid AI disruption fears, a surge in AI capital expenditure, and a continuing rotation towards value-driven small caps.

Pinnacle Investment Management has updated its dividend announcement to clarify currency exchange arrangements for its upcoming March payment, offering shareholders flexible options in AUD and NZD.