Latest Investment Portfolio News

WAM Income Maximiser (ASX: WMX) has kicked off a $125.4 million entitlement offer priced at $1.62 per share, alongside a $47 million placement, aiming to bolster its capital base while maintaining a 7.1% fully franked dividend yield.

WAM Strategic Value delivered a 9.5% investment portfolio gain in FY2026, beating the ASX All Ordinaries by 3.8%, alongside an 8.3% increase in its fully franked dividend to 6.5 cents per share.

WAM Leaders outperformed the ASX 200 by 7.9% in FY2026, boosting its fully franked dividend to 9.6 cents per share and delivering a total shareholder return of 24.7% including franking credits.

Australian Foundation Investment Company (ASX:AFI) posted a 3% increase in net profit for FY26, holding dividends steady with a special payout amid portfolio underperformance against the ASX 200.

Wilson Asset Management's active portfolio surged 75.5% in FY2026, vastly outperforming benchmarks and underpinning a generous fully franked dividend. The fund's pivot to AI, critical minerals, and small resources sectors underpins a cautiously optimistic outlook amid market volatility.

Connexion Mobility Ltd delivered a standout Q4 FY26 with 12% revenue growth to $3.4 million and an 83% jump in net profit before tax, fuelled by software subscription gains, GM Canada’s Enhanced Exposure Program, and the strategic acquisition of Hallam Road Automotive.

WAM Income Maximiser (ASX: WMX) has lifted its fully franked monthly dividends for Q4 2026, pushing the annualised yield to 7.1% including franking credits, supported by a robust 17.8% per annum portfolio return since inception and notably lower volatility than the ASX 300.

Waypoint REIT's half-year valuation shows a small 0.4% lift in portfolio value and a 0.7% increase in net tangible assets per security to $2.92, with capitalisation rates softening slightly.

WAM Income Maximiser has posted a 19.2% investment portfolio gain for the year ended June 2026, outperforming its benchmark by 13.4% with notably lower volatility, while increasing fully franked dividends to an annualised yield of 6.9%.

Ariadne Australia anticipates a net profit of $2.0 million to $3.0 million for FY26, a sharp turnaround from the previous year's loss, driven by strong contributions from Orams Group and gains in key investments despite currency headwinds.

Imperial Pacific Limited reported a robust 26.5% rise in net worth to $13.5 million for the year ending June 2026, driven by strong investment portfolio growth and a $221,000 capital raise.

Excelsior Capital Limited plans a capital return of approximately A$27.43 million, about 94.6 cents per share, as it moves to wind up its investment portfolio and delist from the ASX. Shareholder approval is sought at a meeting on 17 August 2026, with trading suspension and removal from the official list scheduled for late August.