Latest Fund Management News

Alternative Investment Trust (ASX, AIQ) reported a robust half-year profit increase of 183%, driven by strong gains in its Warana-managed portfolio. The Trust also announced a significant $44.6 million rights issue to fund further investments.

Future Generation Global Limited has reported a 20.8% increase in its investment portfolio over the past year, prompting a boost in its fully franked interim dividend to 4.0 cents per share. This performance outpaces global market averages and underscores the company's sustainable investment approach.

Future Generation Global Limited reported a notable decline in half-year profits but raised its fully franked interim dividend, underscoring confidence in its investment strategy and ongoing commitment to youth mental health initiatives.

Future Generation Australia has raised its fully franked interim dividend for the tenth consecutive year, underpinned by a robust 10.8% investment portfolio return over the past 12 months.

Future Generation Australia reports a notable drop in half-year profits for 2025 but announces an increased fully franked interim dividend, reflecting confidence in its long-term investment strategy and social impact commitments.

Sequoia Financial Group reported a robust FY25 with a 13.7% rise in EBITDA and a 44% jump in funds under advice, underpinned by strategic restructuring and technology investments.

Omni Bridgeway Limited has reported a robust FY25 with full debt repayment, strong portfolio returns, and strategic capital raises positioning it as a leader in legal finance. The company’s disciplined cost management and validated fair value approach underpin its confident outlook for FY26.

Omni Bridgeway Limited reported a landmark FY25 with a $416.8 million net profit, driven by a transformative Fund 9 secondary market transaction that fully repaid debt and advanced its capital-light fund management model.

Katana Capital Limited reported a solid increase in net profit for FY2025 alongside a fully franked dividend and a strategic share buyback, signaling confidence despite lower revenue.

Ironbark Capital Limited reported a 17.6% increase in net profit for FY2025, driven by higher investment income and realised gains, alongside a raised fully franked dividend and an extended share buy-back program.

Eildon Capital Group reported a net loss of $5.7 million for FY2025, weighed down by significant one-off impairments, while pivoting to focused real estate investments with a new $20.8 million joint venture in Queensland.

Elanor Commercial Property Fund has met its FY25 earnings guidance with robust leasing activity and a strong occupancy rate, setting a stable foundation for FY26 despite market headwinds.