Latest Funds Management News

Dexus has announced a 19.3 cents per security distribution for HY26, aligned with its updated payout policy, alongside robust financial results and a strategic 10% on-market buyback to address valuation gaps.

Elanor Investors Group reported a $24.5 million net loss for the half year to December 2024, grappling with debt covenant breaches and defaults. The group has struck a $125 million recapitalisation agreement with Rockworth Capital Partners to stabilise its balance sheet and pursue growth.

Future Generation Australia Limited reported robust financial results for 2025, with a 14.1% investment portfolio gain and a raised fully franked dividend, while continuing its commitment to social impact funding for vulnerable children.

ARC Funds Limited posted a $1 million loss for the half-year ending December 2025, while significantly increasing revenues and expanding its ownership in The Term Deposit Shop to 74.48%. The company raised nearly $1.9 million to support growth initiatives amid ongoing operational challenges.

Aland Equity Group reported a sharp revenue decline and an 85% increase in losses for the half-year ending December 2025, while completing a major capital raise and reshuffling its board.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.

Pengana Private Equity Trust reported a significant decline in half-year profit for the period ending 31 December 2025, yet increased its interim distribution to unitholders. The Trust’s net asset value per unit showed a modest rise despite challenging market conditions.

Omni Bridgeway Limited reported a striking half-year performance with a 357% jump in net profit and a robust pipeline of legal finance investments. The company’s transformation into a capital-light fund manager is gaining momentum amid favourable regulatory shifts.

Australian Unity Limited reported increased revenue for the half-year ending December 2025, but earnings declined sharply due to inflationary pressures and ongoing transformation investments. The company also completed a leadership transition and strengthened its balance sheet.

Regal Investment Fund reported a remarkable half-year performance with a 201% increase in operating profit and a 12 cents per unit distribution declared for December 2025. The Fund's strategic buy-back program and strong net asset growth underscore its robust position.

The Australian Wealth Advisors Group (AWAG) reported a 46% rise in net profit before tax for the half-year ending December 2025, driven by strong growth in funds under management and strategic joint ventures.

Perennial Investment Management has launched the Ziller Global Fund Active ETF (ASX: ZILR), targeting high-growth global companies led by exceptional founders. The fund aims to deliver absolute returns above the MSCI All Country World Index over a typical five-year horizon.