Latest Investment Portfolio News

Booster Innovation Fund has trimmed its net asset value per unit to $1.47 following a $723,000 valuation adjustment driven by slower growth and capital raising dynamics in its portfolio.

WAM Income Maximiser (ASX: WMX) has outpaced its benchmark with an 18.1% portfolio increase and exceeded its dividend target by delivering a 7.0% fully franked yield in its first year since April 2025.

Stride Property Group posted a 44% jump in FY26 profit after tax to $31.3 million, driven by strategic portfolio moves, management fee growth, and sustainability progress. The group maintained an 8.0cps dividend amid a $1.4 billion diversified property portfolio and a strong balance sheet.

Schoolblazer Limited delivers its inaugural consolidated results following a strategic pivot to global schoolwear, posting $55.3 million revenue but a $15.2 million statutory loss amid integration and supply chain challenges.

CVC Limited announces the planned resignation of CEO Mark Avery by July 2026, triggering a leadership reshuffle with Executive Chair Craig Treasure set to become Managing Director and Andrew Ashwood stepping in as CEO.

Alternative Investment Trust (ASX: AIQ) is set to raise approximately A$10.2 million through a placement of 7.39 million units priced at A$1.38, matching its adjusted net tangible asset value. The capital will bolster AIQ’s exposure to the WSS Master Fund and other investments.

Whitefield Industrials reported a 5.6% drop in net profit to $21.1 million for FY2026 but maintained its fully franked dividend at 10.5 cents per share, while its portfolio outperformed the ASX200 Industrials benchmark over one and three years.

MFF Capital Investments declared a 10-cent fully franked interim dividend for December 2025, with plans to raise it to 11 cents by June 2026. The firm highlights disciplined capital allocation and expands global equities research through its Montaka acquisition.

QBE Insurance Group kicked off 2026 with robust premium growth and solid underwriting, maintaining its full-year guidance amid geopolitical uncertainty and evolving risks.

Sandon Capital Investments has locked in $2.67 million through an institutional placement priced in line with its recent share purchase plan and dividend reinvestment plan.

Mirvac Group reported robust operational results in 3Q26, driven by a 28% jump in residential sales, high occupancy across its investment portfolio, and a successful $630 million capital raise for its wholesale office fund. The company reaffirmed its FY26 guidance amid cautious risk management.

Diversified United Investment Limited shareholders overwhelmingly approved a merger with Australian United Investment Company Limited, setting the stage for increased dividends and operational efficiencies.