Latest Investment Performance News

PM Capital Global Opportunities Fund has declared a 5.5 cent fully franked interim dividend for H1 FY25 and reaffirmed its commitment to an 11.0 cent annual dividend, supported by a 6.0% portfolio return for the year ending December 2024.

Sandon Capital Investments announces a fully franked 1.4 cents per share dividend for the March quarter, reflecting a robust annualised yield of 6.9% and underpinned by strong portfolio returns of 17.7% for FY2025 to date.

Hearts and Minds Investments (HM1) has reported a robust 23.6% increase in its investment portfolio over six months, prompting an early announcement of an increased fully franked half-year dividend of 8.0 cents per share.

Thrive Tribe Technologies has strengthened its cash position through multiple capital raises and appointed Jade Spooner as its new CEO, while its Slik investment achieved profitability in Q4 2024.

Omni Bridgeway Limited reports strong investment proceeds and new commitments in the first half of FY25, alongside significant cost savings and the imminent financial close of Fund 9 with Ares Management.

Perpetual Limited's Q2 FY25 update reveals a 3.6% rise in Assets Under Management to A$230.2 billion, buoyed by currency tailwinds despite net outflows and market headwinds. Corporate Trust and Wealth Management also posted modest growth, setting the stage for the upcoming half-year results.

Associate Global Partners Limited (AGP) reported its strongest quarterly net inflows since 2017, driving funds under management to $1.72 billion amid successful capital raising and robust investment performance.

Imperial Pacific Limited reports a $652,000 net gain for the half year ending December 31, 2024, driven by strong investment performance and an increased dividend, despite ongoing challenges with its Excelsior Capital stake.

Clime Investment Management has reported a return to profitability in the December half, proposing an interim dividend and unveiling strategic initiatives to drive future growth.

Mirrabooka Investments Limited reported steady half-year profits with a portfolio return of 11.5%, comfortably outperforming its benchmark. The company raised its interim dividend by 12.5%, reflecting confidence in its small and mid-cap investment strategy despite cautious market conditions.