Latest Investment Performance News

GQG Partners reported a rise in funds under management to USD 172.9 billion as of February 28, 2026, buoyed by strong investment performance that offset net client withdrawals.

Orion Equities reported a modest loss of $11,051 for the half-year ending December 2025, with net tangible asset backing per share holding steady at $0.42. The company’s investment portfolio, notably in Strike Resources and Bentley Capital, remains central to its financial position.

Future Generation Australia Limited reported robust financial results for 2025, with a 14.1% investment portfolio gain and a raised fully franked dividend, while continuing its commitment to social impact funding for vulnerable children.

Pengana Private Equity Trust reported a significant decline in half-year profit for the period ending 31 December 2025, yet increased its interim distribution to unitholders. The Trust’s net asset value per unit showed a modest rise despite challenging market conditions.

Australian Ethical Investment Limited has reported a robust half-year performance, with profits and funds under management hitting new highs, underpinned by strategic platform upgrades and sustained net inflows.

State Street SPDR Core Equity ETFs have reported consistent half-year results for the period ending 31 December 2025, maintaining alignment with their benchmark indices and continuing to provide reliable distributions to unitholders.

Regal Partners Limited reported a near doubling of net profit after tax to $130.5 million for 2025, alongside a 16% rise in funds under management to $20.9 billion. The company declared a fully franked 15 cent dividend and announced a $75 million on-market share buy-back program.

Global Masters Fund Limited reported a half-year net loss despite a modest increase in operating revenue, impacted by currency fluctuations and portfolio underperformance. No dividend was declared as the fund focuses on long-term capital growth.

L1 Global Long Short Fund Limited reports a remarkable half-year turnaround with a 609% jump in net profit, driven by a new investment manager and a refreshed strategy. The company also declares a fully franked interim dividend as it completes a major equity raise and portfolio transition.

Navigator Global Investments reported a 17% rise in adjusted EBITDA to USD48.2 million for H1 FY26, driven by strong performance fees and asset growth, though full-year earnings face headwinds.

Cadence Capital Limited has reported a remarkable turnaround with a 508% surge in profit after tax for the half-year ended December 2025, alongside a fully franked interim dividend declaration.

DigitalX Limited reports a robust treasury portfolio valued at A$68.2 million, maintaining significant Bitcoin exposure despite a turbulent January in digital asset markets.