Latest Investment Portfolios News

BKI Investment Company Limited reported a 10% rise in net profit after tax for the half year ended December 2025, alongside a modest dividend increase and a strategic portfolio rotation favouring resources and energy transition themes.

BKI Investment Company Limited reported a 10% increase in net profit after tax to $34.3 million for the half-year ended 31 December 2025, alongside a modest rise in its interim dividend. The company’s portfolio performance reflected mixed sector trends amid a volatile market.

The Australian Wealth Advisors Group has launched a profitable joint venture with CHN Partners, leveraging an established accounting practice to boost its wealth management footprint.

MGX Resources Limited reported resilient December quarter results despite a major rockfall at Koolan Island, generating $15 million in free cashflow and advancing its acquisition of a 50% stake in the high-grade Central Tanami Gold Project.

Connexion Mobility reported a slight revenue decline in Q2 FY26 but boosted net profit before tax by 18%, supported by expense cuts and steady subscription growth. The company’s strategic focus on expanding OEM and dealership relationships continues amid near-term sales team reductions.

AMCIL Limited reported a 14.8% increase in half-year profit to $4.1 million, maintaining its interim dividend amid a portfolio return that lagged the ASX 200 benchmark.

European Lithium has sold 5 million shares in Critical Metals Corp for about A$124 million, significantly increasing its cash reserves while retaining a substantial investment valued at over A$1.2 billion.

Australian Foundation Investment Company reports a 4.6% decline in half-year profit but sustains its interim dividend with a special payout, while portfolio returns lag the benchmark.

London City Equities reveals a strong half-year performance with an 18% rise in investment portfolio values and a favourable legal development involving Excelsior Capital. The company anticipates increased liquidity and is actively seeking new long-term investments.

Imperial Pacific reports a robust 17% increase in portfolio value for the half year ending December 2025, driven by gains in London City’s holdings and the strategic liquidation of Excelsior Capital. The company also paid a fully franked 7 cent dividend, signalling confidence despite pending audit reviews.

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.

CPP Investments and Goodman Group have launched a A$14 billion partnership to develop data centres across key European markets, marking CPP’s first foray into European digital infrastructure.