Latest Equity Portfolio News

Firetrail Alpha Plus Fund delivered a 19.05% pre-fee return in the year to 30 June 2026, more than tripling the S&P/ASX 200 Accumulation Index’s 6.01% gain. Net assets almost doubled to $42.944 million as the fund added an ASX-listed unit class and expanded its investor base.

Resolution Capital Global Listed Infrastructure Fund (ASX:RII) delivered double-digit returns across all major unit classes in the year to 30 June 2026, beating its benchmarks by a wide margin. Net assets more than doubled to $424.7 million as profit rose to $56.0 million and investor distributions reached $25.7 million.

Platinum Asia Fund Complex ETF delivered a 31.2% return for the year ended 30 June 2026, while net assets climbed to $280.9 million after the PAI scheme of arrangement. The result was strong in absolute terms but trailed its Asian equity benchmark by 6.7 percentage points.

Janus Henderson Global Sustainable Equity Fund increased net assets to A$56.4 million in the year to 30 June 2026, but operating profit fell to A$3.7 million as investment gains more than halved. Distributions rose sharply, while the fund’s parent changed hands at year-end without a material reported impact.

JPMorgan Global Select Equity Fund (ASX:JHL) reported an operating profit of A$39.058 million for the year ended 30 June 2026, while net assets attributable to unitholders rose 37% to A$578.268 million. Distributions increased sharply, although the fund remains almost entirely exposed to one underlying global equity ETF and significant currency movements.

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.