Latest Investment Fund Performance News

Glennon Small Companies Limited reported a half-year loss for the period ending 31 December 2025, driven by significant investment portfolio losses. Despite this, the company declared dividends and extended a key convertible loan.

Acorn Capital Investment Fund Limited reported a robust FY25 with a $9.67 million profit after tax, a significant leap from $1.77 million the prior year, while delivering a 15.1% portfolio return that outperformed its benchmark.

Regal Investment Fund reported a sharp 78% drop in operating profit for FY25 but maintained steady performance slightly above the RBA Cash Rate. The fund bolstered its position with a $104 million capital raise and extended its on-market buy-back program through mid-2026.

Metrics Real Estate Multi-Strategy Fund has released its inaugural annual report, revealing a strong start with $41.9 million profit before tax and distributions of 8.21 cents per unit following a $302.8 million IPO. The Fund’s diversified commercial real estate portfolio spans senior loans, mezzanine debt, and equity investments across Australia and New Zealand.

Katana Capital Limited reported a 10.63% gross investment return for the 2025 financial year, surpassing the All Ordinaries index by 1.16%. The fund’s defensive strategy and valuation discipline helped navigate a volatile market environment.

SEEK Limited reported robust half-year results for FY2025, with gains in placement share and yield offsetting volume declines, alongside a significant rise in free cash flow and an increased interim dividend.