Latest Equity Portfolio News

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Kingfish Limited’s portfolio endured a tough first quarter of 2026, with a 7.2% adjusted NAV decline amid Iran conflict-driven volatility. While a2 Milk’s expansion in China buoyed gains, shares in consumer-exposed names and tech-linked Vista Group plunged sharply.
Victor Sage
Victor Sage
28 Apr 2026
Metrics Real Estate Multi-Strategy Fund has reported a striking increase in half-year profit and distributions, underpinned by strong commercial real estate investments across debt and equity portfolios.
Eva Park
Eva Park
26 Feb 2026
BKI Investment Company has finalised its on-market share purchases to satisfy its Dividend Reinvestment Plan obligations, setting the DRP price at $1.74 ahead of the 2026 interim dividend payment.
Victor Sage
Victor Sage
18 Feb 2026
BKI Investment Company has appointed Morgans Financial to conduct on-market share purchases to fulfill its Dividend Reinvestment Plan obligations, aiming to avoid dilution by pricing shares at no discount.
Claire Turing
Claire Turing
11 Feb 2026
Argo Investments reported a striking 79% jump in half-year profit to $130.8 million, underpinned by stronger investment income, and announced an 18.5 cents per share fully franked interim dividend.
Victor Sage
Victor Sage
9 Feb 2026
Clime Investment Management appoints John Abernethy as Director of Investments, signalling a renewed focus on investment philosophy and client outcomes. Despite fund closures and regulatory challenges, the company reports improved fund returns and a promising interim profit outlook.
Claire Turing
Claire Turing
30 Jan 2026
CD Private Equity Fund I reported a $2.6 million net loss for the half-year ended 30 September 2025, driven by foreign exchange impacts and fair value adjustments, while distributing 8 cents per unit amid ongoing portfolio realisations.
Victor Sage
Victor Sage
28 Nov 2025
Austral Gold has lowered its 2025 production forecast for the Guanaco Mine following a workplace fatality that halted key processing operations. The company has also sold equity holdings to bolster cash flow amid operational disruptions.
Maxwell Dee
Maxwell Dee
1 Oct 2025
Ausbil Investment Management has launched the Ausbil Active Dividend Income Fund – Active ETF, targeting tax effective income and potential capital growth through an actively managed Australian equities portfolio. The Fund will trade on the ASX AQUA market under ticker DIVI, featuring a 0.85% management fee and monthly distributions.
Claire Turing
Claire Turing
8 Sept 2025
Fat Prophets Global Contrarian Fund Ltd has reported a robust 56% increase in net profit for the year ended 30 June 2025, driven by strong investment returns and a leveraged global equity portfolio. The company also declared a fully franked special dividend, reflecting confidence in its ongoing performance.
Victor Sage
Victor Sage
29 Aug 2025
Pengana Private Equity Trust reported a robust FY25 with a 7.6% NAV increase and a strong net profit of $50 million, underpinned by a diversified global private equity portfolio and a strategic buyback program.
Victor Sage
Victor Sage
29 Aug 2025
Hearts and Minds Investments (HM1) reported a stellar 25.5% pre-tax portfolio return for FY25, outperforming global benchmarks and announcing a raised fully franked dividend of 9.0 cents per share with plans for continued increases.
Claire Turing
Claire Turing
29 Aug 2025