Latest Funds Performance News

AIMS Property Securities Fund has expanded its portfolio by acquiring a significant stake in AIMS APAC REIT at a notable discount, targeting an attractive dividend yield of over 8%.

JPMorgan Asset Management (Australia) Limited has announced the final cash distributions and reinvestment prices for several of its active ETFs for the financial year ended 30 June 2025, with payments scheduled for mid-July.

Betashares Capital Ltd has announced the final distribution amounts for over 70 ETFs for the June 2025 period, detailing payment schedules and reinvestment plan options.

BlackRock Investment Management (Australia) Limited has announced the final cash distribution amounts for over 50 Australian-listed iShares ETFs, detailing key dates and investor options for reinvestment or cash payments.

JPMorgan Asset Management has released updated estimated cash distributions for five of its active ETFs for the financial year ended June 30, 2025, outlining key dates and investor participation details.

Vanguard Investments Australia has announced estimated distribution amounts for over 30 ETFs, with payments scheduled for mid-July 2025. This detailed timetable offers investors clarity on income expectations and reinvestment options.

Magellan Asset Management announces a 16.25 cents per unit final distribution for its Global Fund Active ETF for the six months ending June 2025, with key dates set for early July.

BlackRock Investment Management (Australia) Limited has announced the upcoming distribution schedule for multiple Australian iShares ETFs, including important deadlines for investors opting into the Distribution Reinvestment Plan.

Platinum Asset Management and L1 Capital have advanced their merger talks, completing due diligence and proposing a revised ownership structure favoring L1 Capital shareholders. The deal also outlines a nuanced performance fee arrangement tied to L1’s Long Short funds.

Global X Management (AUS) Limited has announced updated estimated distributions for three ETFs listed on the ASX AQUA Market, providing investors with fresh income expectations ahead of the May 2025 period close.

Regal Partners Limited reported a stellar 2024 with a 141% jump in average funds under management to $14.4 billion and a near tripling of net profit after tax. Strategic acquisitions and offshore expansion underpin its growth trajectory.

Qualitas Real Estate Income Fund (QRI) declared a distribution for April 2025, delivering an annualized return of 7.60% based on its net tangible assets. The fund continues to focus on real estate loans secured by mortgages across Australia, aiming to provide steady monthly income.