Latest Investment Management News

The Australian Taxation Office has issued a Class Ruling confirming scrip for scrip capital gains tax roll-over relief for Diversified United Investment shareholders following their merger with Australian United Investment Company.

WAM Strategic Value Limited updates its fully franked interim dividend details for FY2026, confirming a 3.25 cent per share payout and clarifying its Dividend Reinvestment Plan pricing and mechanics.

Argo Global Listed Infrastructure Limited offers eligible shareholders a chance to buy up to $30,000 in discounted shares via its first Share Purchase Plan since 2022, aiming to fund further global infrastructure investments.

Whitefield Income Limited is tapping shareholders for up to A$108 million through a discounted entitlement offer, reinforcing its commitment to steady dividend income amid solid financial performance.

WCM Global Growth Limited has raised its fully franked quarterly dividend to 2.21 cents per share for Q3 FY2026, signaling a progressive dividend policy with planned increases through to March 2027, backed by strong long-term portfolio performance.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

Barramundi Limited outperformed the S&P/ASX200 in April with a 4.4% gross return, boosted by NEXT DC’s landmark data centre deal and capital raise, while healthcare stocks faced headwinds from Cochlear’s profit downgrade.

Kingfish Limited’s portfolio edged higher in April, buoyed by strong performances from Mercury and Infratil, while a2 Milk and Summerset weighed on returns amid operational and economic headwinds.

MFF Capital Investments declared a 10-cent fully franked interim dividend for December 2025, with plans to raise it to 11 cents by June 2026. The firm highlights disciplined capital allocation and expands global equities research through its Montaka acquisition.

Pengana International Equities (ASX:PIA) unveils a comprehensive capital management plan offering shareholders an equal-access off-market buy-back at after-tax NTA, a fully franked special dividend, and appoints Antipodes Global Investment Management to steer its portfolio.

Powerhouse Ventures holds $6.14 million in liquid assets and advances new technology fund launch despite challenging market conditions.

Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.