Latest Investment Performance News

WCM Global Growth Limited has raised its fully franked quarterly dividend to 2.21 cents per share for Q3 FY2026, signaling a progressive dividend policy with planned increases through to March 2027, backed by strong long-term portfolio performance.

GQG Partners reported a modest rise in funds under management to USD 166.9 billion at the end of April 2026, driven by strong investment returns that offset ongoing net client withdrawals. The firm also declared a quarterly dividend consistent with its recent payout policy.

The Smart US 500 ETF reported a near-billion-dollar fund size with a 5-year average annual return of 14.14% after fees and tax, maintaining a high-risk profile and low management fees of 0.34%.

Omni Bridgeway reports strong investment activity and a robust pipeline for Q3 2026, maintaining solid returns and cost discipline amid global market volatility.

Regal Partners Limited’s funds under management fell 3% to $20.2 billion in the March quarter, pressured by investment losses amid geopolitical turmoil, even as net inflows remained positive for the tenth consecutive quarter.

Australian Ethical’s funds under management slid 3.7% to $13.57 billion in Q3 2026 amid market volatility, but the firm bolstered growth with a new $125 million private markets fund backed by the Clean Energy Finance Corporation and solid middle market client wins.

GQG Partners reported a decline in funds under management to USD 162.5 billion at the end of March 2026, driven by significant net outflows partially offset by strong investment returns amid market volatility.

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.