Latest Investment Portfolio Performance News

Big moves came from consumer fintech names as investors quickly re-priced growth, losses, and capital needs. A capital-raise week also split the market: some raisings steadied prices, others triggered fresh selling.

WAM Active Limited has launched a $70.7 million entitlement offer at a 7.8% discount, complemented by a $19.3 million placement, following a stellar 40.6% year-to-date portfolio performance. The capital raise aims to fuel further investment in Australian equities.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.

WAM Income Maximiser Limited has declared fully franked dividends for November and December 2025, supported by a 10.3% portfolio gain since inception and positive guidance for early 2026.

Fat Prophets Global Contrarian Fund Ltd has reported a robust 56% increase in net profit for the year ended 30 June 2025, driven by strong investment returns and a leveraged global equity portfolio. The company also declared a fully franked special dividend, reflecting confidence in its ongoing performance.

Queste Communications Ltd reported a modest profit for FY25, with consolidated results impacted by investment portfolio losses and strategic asset reclassifications. The company maintained a cautious stance, suspending dividends and executive salaries to manage overheads.

Future Generation Australia has raised its fully franked interim dividend for the tenth consecutive year, underpinned by a robust 10.8% investment portfolio return over the past 12 months.

Future Generation Australia reports a notable drop in half-year profits for 2025 but announces an increased fully franked interim dividend, reflecting confidence in its long-term investment strategy and social impact commitments.

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.

WAM Leaders Limited reported a strong $63.8 million net profit for FY2025 and declared a fully franked final dividend of 4.7 cents per share, despite its investment portfolio underperforming the benchmark index.

Future Generation Australia has announced its tenth consecutive annual increase in fully franked interim dividends, driven by a strong 10.8% return on its investment portfolio over the past year.

Future Generation Global has reported a robust 24.7% total shareholder return over 12 months alongside an increased fully franked interim dividend of 8.0 cents per share, underscoring its growing income stream.