Latest Investment Management News

The Australian Taxation Office has issued a Class Ruling confirming scrip for scrip capital gains tax roll-over relief for Diversified United Investment shareholders following their merger with Australian United Investment Company.

Argo Global Listed Infrastructure Limited offers eligible shareholders a chance to buy up to $30,000 in discounted shares via its first Share Purchase Plan since 2022, aiming to fund further global infrastructure investments.

Aland Equity Group (ASX: AEG) has locked in long-term funding rights over major NSW and ACT-area developments, marking a strategic pivot into property funds management with a pipeline exceeding 4,200 residential lots and 100,000sqm of commercial space.

Whitefield Industrials reported a 5.6% drop in net profit to $21.1 million for FY2026 but maintained its fully franked dividend at 10.5 cents per share, while its portfolio outperformed the ASX200 Industrials benchmark over one and three years.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

Barramundi Limited outperformed the S&P/ASX200 in April with a 4.4% gross return, boosted by NEXT DC’s landmark data centre deal and capital raise, while healthcare stocks faced headwinds from Cochlear’s profit downgrade.

Kingfish Limited’s portfolio edged higher in April, buoyed by strong performances from Mercury and Infratil, while a2 Milk and Summerset weighed on returns amid operational and economic headwinds.

Pengana International Equities (ASX:PIA) unveils a comprehensive capital management plan offering shareholders an equal-access off-market buy-back at after-tax NTA, a fully franked special dividend, and appoints Antipodes Global Investment Management to steer its portfolio.

QBE Insurance Group kicked off 2026 with robust premium growth and solid underwriting, maintaining its full-year guidance amid geopolitical uncertainty and evolving risks.

BlackRock Investment Management (Australia) Limited has confirmed cash distributions for four Australian iShares ETFs, with payments scheduled for mid-May and the Distribution Reinvestment Plan open for investors.

Magellan Asset Management is shifting its flagship MGOC ETF to a new systematic equity strategy managed by Vinva Investment Management, slashing fees and eliminating performance charges.

Magellan Financial Group is handing over management of its $5.3 billion global equities funds to Vinva, adopting a new systematic strategy and slashing fees to boost client value.