Latest Equity Portfolio News

Nanuk New World Fund posted robust gains in the 2026 financial year, with its hedged unit class surging 36.1% and unhedged units rising 27.1%, driven by a global equities portfolio focused on sustainability themes.

BKI Investment Company has expanded its risk disclosure, outlining significant market, income, operational, and regulatory risks that could influence its financial outcomes and shareholder dividends.

Clime Capital has reported an unaudited $13.4 million pre-tax profit for FY26, declared a September quarter dividend, and is considering a special dividend pending audit completion.

Pengana Private Equity Trust (ASX: PE1) posted a 23.2% net return for FY2026, powered by a dramatic revaluation of SpaceX and strong gains across a diversified private equity portfolio.

Strata Investment Holdings delivered a £16.48 million comprehensive profit for H1 2026, driven by a strong revaluation of its investment portfolio and maiden royalty income from Botswana copper assets.

Solaris Australian Equity Income Plus Limited (ASX:SET) has delivered a maiden profit and outperformed its benchmark since listing in April 2026, announcing initial fully franked monthly dividends.

Carlton Investments lifted its profit by 6.1% to $41.18 million for FY2026, boosted by higher dividends, even as its equity portfolio value fell 6.2%. The company declared a final dividend increase including a special payout amid ongoing market volatility.

Whitefield Income Limited reported a 104% jump in net profit to $16 million for FY2026, supported by a near doubling in investment revenue and a $187 million capital raise. The listed investment company maintained steady fully franked dividends despite a slight dip in net asset backing per share.

WAM Income Maximiser (ASX: WMX) has lifted its fully franked monthly dividends for Q4 2026, pushing the annualised yield to 7.1% including franking credits, supported by a robust 17.8% per annum portfolio return since inception and notably lower volatility than the ASX 300.

Freedom Bidco has increased its unsolicited cash offer for Strata Investment Holdings to A$0.22 per share, presenting shareholders with a premium liquidity option ahead of Strata’s imminent ASX delisting. The offer includes a cash alternative and a share swap, while Freedom Bidco accuses Strata’s board of obstructive tactics and governance failings.

Freedom Bidco, Inc. has launched a non-binding cash proposal to acquire all Strata shares at A$0.16 each, matching the last traded price before suspension and offering shareholders a rare liquidity event ahead of Strata's expected ASX delisting.

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.