Latest Investment Mandates News

Australian Ethical Investment Limited reported a robust 68% rise in net profit after tax and a 34% increase in funds under management for FY25, driven by strong organic growth and the Altius acquisition. The company declared a fully franked final dividend of 9 cents per share, underscoring confidence in its growth trajectory.

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.

Thorney Technologies Ltd reported a reduced net loss of $4.66 million for FY2025, improving from a $21.7 million loss the previous year, while maintaining a stable net tangible asset backing per share. The company is focused on enhancing portfolio performance and addressing the persistent discount to net tangible assets through strategic initiatives including a share buyback.

Tribeca Global Natural Resources Limited (ASX – TGF) has declared a fully franked 5-cent dividend for FY25 alongside a 10% on-market buyback, while delivering returns that outpaced major natural resource indices. The company’s portfolio is well positioned to benefit from rising strategic demand for critical and precious metals amid evolving global market dynamics.

Morphic Ethical Equities Fund Limited reported a strong turnaround in FY2025 with a $5.44 million net profit and portfolio returns surpassing its benchmark, while continuing aggressive share buybacks despite withholding dividends.

Lendlease Group has returned to profitability in FY25 with a statutory profit of $225 million and a 44% increase in distributions, underpinned by significant capital recycling and cost savings. The group is poised for growth with a robust development pipeline and a strong construction backlog.

Charter Hall Social Infrastructure REIT has reported a statutory profit of $71 million for FY25, reversing last year’s loss, while advancing its portfolio through key acquisitions and refinancing.

MEC Resources has boosted its investment in Advent Energy, navigates ongoing PEP-11 permit legal challenges, and highlights promising developments in clean hydrogen production.

Lendlease has expanded its Australian development pipeline with a landmark $2.5 billion luxury residential project at 175 Liverpool Street, Sydney, signaling strong confidence in the high-end market and its strategic growth plans.

BlackRock Investment Management announces an estimated 73.32 cents per unit distribution for its iShares MSCI Emerging Markets ETF for the period ending June 30, 2025, highlighting a strong foreign income component.

MA Credit Income Trust (ASX, MA1) has successfully raised nearly A$50 million through a wholesale placement, reflecting strong investor appetite for private credit exposure. The capital will be deployed across diversified private credit strategies managed by MA Investment Management.

MA Credit Income Trust has successfully raised nearly A$50 million through a wholesale placement, reflecting strong investor appetite and positioning the trust for expanded private credit investments.