Latest Investment Management News

MA Financial Group is set to acquire IP Generation, a specialist real estate investment manager focused on Australian shopping centres, expanding its assets under management to over $12 billion and enhancing its market position.

Whitefield Industrials Limited reported a 10% increase in core operating profit for the year ended March 2025, outperforming its benchmark with a 7.5% portfolio return and raising fully franked dividends to 10.5 cents per share.

Serko Limited reported a robust 27% increase in total income to NZD 90.5 million for FY25, driven by strong demand in Booking.com for Business and the strategic acquisition of GetThere. The company also highlighted significant progress in operational efficiency, AI capabilities, and sustainability initiatives.

State Street Global Advisors announces key updates to its SPDR Fixed Income ETFs, including a significant fee reduction for the Australian Bond ETF and a rebranding to incorporate the iBoxx index name, effective June 2025.

Hearts & Minds Investments Limited is reshaping its leadership by appointing seasoned executive Richard Howes as part-time Managing Director, following operational upgrades under outgoing CEO Brett Jollie.

Lendlease has partnered with The Crown Estate to create a 50/50 joint venture aimed at accelerating capital recycling of over $300 million through UK commercial and residential developments. The deal also includes a $1.2 billion Australian office investment mandate, boosting Lendlease’s funds under management to $20 billion.

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.

Universal Biosensors reports solid growth in its wine testing segment and outlines plans for a capital raise alongside the upcoming AQUASCOUT water testing device launch.

Global Masters Fund Limited has appointed long-serving director Jason Pohl as its new Managing Director, signaling continuity in leadership and strategic focus.

ARC Funds Limited has secured $1.4 million through equity and debt to complete a strategic acquisition of a majority stake in The Term Deposit Shop, expanding its footprint in Australia's term deposit market.

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.

Magellan Financial Group’s assets under management fell to A$38.5 billion in April, reflecting $1 billion in net outflows, even as it expanded its portfolio with a new Vinva fund.