Latest Funds Performance News

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.

Platinum Investment Management's Funds Under Management fell to $9.65 billion in April amid market pressures and retail outflows, while a major $958 million institutional mandate termination prompts accelerated cost savings.

Qualitas Real Estate Income Fund (QRI) has announced its April 2025 distribution, delivering a 7.60% annualised return based on its forecast net tangible asset value. The fund continues to focus on Australian real estate loans secured by mortgages, underpinning its income strategy.

Equity Story Group Ltd reported a robust 56% revenue increase in the March 2025 quarter, driven by strong fund performance and membership growth, alongside a strategic investment and plans to acquire Baker Young Limited.

Powerhouse Ventures Limited reports a robust start to 2025, highlighted by strong fund performance, a successful capital raise, and strategic business expansion despite market volatility.