Latest Investment Portfolio News

WAM Active Limited delivered a historic 75.5% investment portfolio return in FY2026, driving net profit after tax up 355% to $33.8 million and declaring fully franked dividends totaling 9.4 cents per share.

Bentley Capital Limited swung back to profitability in FY2026, posting a $255,000 net profit driven mainly by legal settlements and modest investment gains, reversing a prior loss of $878,000.

Revolution Private Credit Income Trust (ASX: REV) posted a 6.25% net return for its inaugural period, outperforming its benchmark, and executed an on-market buy-back worth $23 million.

Argo Global Listed Infrastructure (ASX: ALI) reported a robust FY2026 with total assets rising to $529 million and a record fully franked dividend of 10 cents per share. The portfolio outperformed benchmarks, driven by strong gains in electric utilities and midstream energy sectors amid AI-driven data centre demand.

Regal Investment Fund posted a standout FY2026 with a 17.32% net return, tripling operating profit to $117.9 million and continuing its on-market buy-back program.

Sports Entertainment Group (ASX:SEG) posted a 39% revenue jump and 73% underlying EBITDA growth in FY26, offset by a 93% net profit decline due to tax and one-off impacts. The company is poised for growth with key acquisitions including MediaWorks NZ and the GIANTS Netball license.

Hearts and Minds Investments Limited (HM1) saw its profit after tax drop 57% to $46.4 million for FY26, amid a portfolio return slowdown to 5.2%. The company declared a 10-cent fully franked final dividend and maintained its $11.4 million commitment to Australian medical research.

L1 Long Short Fund Limited (ASX:LSF) posted a standout FY26 with a 45.4% net portfolio return, driving a 538% jump in net profit after tax to $635 million and a 22% CAGR in dividends since IPO. The fund also released its inaugural climate-related disclosures, affirming resilience amid evolving risks.

Strata Investment Holdings delivered a £16.48 million comprehensive profit for H1 2026, driven by a strong revaluation of its investment portfolio and maiden royalty income from Botswana copper assets.

Future Generation Global's half-year profit fell sharply as its portfolio lagged global benchmarks, yet it boosted its fully franked interim dividend reflecting confidence in its income sustainability.

Underwood Capital Limited (ASX:UWC) posted a 21% drop in profit after tax to $0.193 million for FY26, weighed down by a $1.8 million loss on its Weed Me stake despite gains in listed securities. The company’s net tangible assets held steady at $19.3 million, supported by ongoing share buybacks amid persistent share price discounts.

Novo Resources Corp bolsters its Australian gold and copper exploration pipeline with a maiden inferred resource at Belltopper and strategic gains at Egina following Northern Star’s JV exit.