Latest Investment Management News

NAOS Small Cap Opportunities Company Limited reported a significantly reduced loss for FY25 and declared a final quarterly dividend, while outlining a cautiously optimistic outlook for FY26 driven by core portfolio improvements.

NAOS Ex-50 Opportunities Company Limited (ASX, NAC) reported a strong turnaround with a $7.55 million profit after tax for FY25 and a 28.9% portfolio return, declaring a 1.5 cent per share dividend. The company’s focused investments in emerging Australian and New Zealand companies underpin its robust performance and disciplined capital management.

NAOS Emerging Opportunities Company Limited (ASX, NCC) has reported a significant profit turnaround for FY25, alongside a fully franked dividend declaration and strategic portfolio developments.

Pengana International Equities Limited (ASX, PIA) proposes a strategic portfolio enhancement by adding global private credit exposure, aiming to significantly lift fully franked dividends and diversify income streams.

Pengana International Equities is set to diversify its portfolio by adding global private credit exposure, aiming to increase earnings and fully franked dividends by 56%, with monthly payments starting November 2025.

Charter Hall Group reported a robust FY25 with a 7.3% rise in operating earnings per security and a surge in funds under management to $84.3 billion. The group’s strategic equity inflows and development pipeline expansion signal strong momentum heading into FY26.

Insignia Financial has reported a robust FY25 with a 17.6% rise in underlying net profit after tax and a record $330.3 billion in funds under management. The company also unveiled its ambitious strategy to become Australia's leading diversified wealth manager by 2030.

Goodman Group reported a robust FY25 with a 13% rise in operating profit to $2.31 billion, driven by strong data centre development and strategic capital management. The Group targets continued growth with a 9% OEPS increase forecast for FY26.

WAM Strategic Value Limited has declared an increased fully franked dividend following an 8.6% rise in its investment portfolio for FY2025, showcasing resilience amid market volatility.

LDR Assets Pty Ltd, part of the Lederer Family Office, has initiated an off-market takeover offer for all stapled securities in the Elanor Commercial Property Fund at a 5.3% premium to recent prices. The bid signals a potential overhaul of ECF’s management and governance.

Magellan Financial Group reported a solid FY25 with an 8.2% rise in assets under management and a notable surge in strategic partnership income, offsetting a dip in investment management revenue.

Magellan Financial Group reported a 5% rise in operating profit for FY25 despite a 31% drop in statutory net profit, driven by strong growth in assets under management and booming income from strategic partnerships.