Latest Investment Portfolio News

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.

Strata Investment Holdings plc reported a striking £6.16 million comprehensive profit for 2025, propelled by robust investment portfolio returns and a significant revaluation uplift in its copper royalty assets. Despite operational delays from adverse weather, the company’s strategic focus on high-conviction resource investments and royalties positions it well amid evolving commodity markets.

PPK Group Limited has reported a remarkable turnaround with a $10.5 million profit for H1 2026, driven by a significant non-cash gain from its Li-S Energy investment and strategic portfolio adjustments.

Ariadne Australia Ltd reported a modest net profit of $2.8 million for the half-year ended December 2025, underpinned by strong growth in its Orams Group investment and key strategic assets despite foreign exchange headwinds.

Gryphon Capital Income Trust reported a robust half-year profit increase alongside successful capital raises, positioning the fund for expanded investment in Australian RMBS and ABS markets.

KKR Credit Income Fund reported a $7.1 million operating profit for the half-year ending December 2025, down sharply from last year, while reinstating its Distribution Reinvestment Plan and maintaining steady monthly distributions.

Metrics Real Estate Multi-Strategy Fund has reported a striking increase in half-year profit and distributions, underpinned by strong commercial real estate investments across debt and equity portfolios.

WAM Active Limited reported a record half-year profit with its investment portfolio soaring 31.4%, significantly outperforming benchmarks. The company also declared increased fully franked dividends and completed a $70.7 million capital raise, boosting assets under management beyond $151 million.

Cromwell Property Group reported a 1.5% rise in operating profit and a 13.6% increase in assets under management, driven by strategic industrial acquisitions and robust portfolio performance.

Bentley Capital Limited has reversed its previous losses to report a $779,000 profit for the half-year ending December 2025, driven by strong gains in its Strike Resources shareholding and a legal settlement with Keybridge Capital.

Dominion Income Trust 1 has reported a robust $12.3 million profit and paid distributions totaling 359.41 cents per unit in its inaugural half-year ending December 2025. The Trust outperformed its benchmark, signalling a promising start for investors.

Pacific Current Group reported a net loss for the half-year ending December 2025, driven by significant non-cash impairments and disposals, while repaying its senior secured debt and declaring a fully franked interim dividend.