Latest Investment Strategies News

WAM Active has posted a staggering 75.5% investment portfolio gain for FY2026, far outpacing benchmarks, and announced increased fully franked dividends including a special payout.

WCM Global Growth Limited delivered a stellar 19.28% return in the June quarter, outpacing its MSCI benchmark, while announcing a series of progressive fully franked dividends through FY2027.

GQG Partners reported a decline in funds under management to USD 156 billion as of June 30, 2026, driven by net outflows of USD 15.1 billion in the first half of the year. Positive investment returns partially offset the outflows, but strategies underperformed benchmarks over the period.

The Daintree Hybrid Opportunities Active ETF (ASX: DHOF) is making its final distribution and redemption payments as it completes wind-up, returning over $9.64 per unit to unitholders in total.

Ryder Capital posted a robust 33.53% pre-tax NTA return for FY26, far outpacing market benchmarks, and announced a fully franked 12 cents per share dividend for FY27, underscoring confidence in its small-cap portfolio.

Russell Investment Management has announced a substantial final distribution for the Australian Responsible Investment ETF (ASX: RARI), delivering 115.0944 cents per unit with a notable franking component. Key dates for investors to note include the ex-distribution on June 30 and payment on July 15.

Associate Global Partners has partnered with US investment manager ARK to bring the ARK Venture Fund to Australian wholesale investors, expanding AGP's access to high-growth private companies focused on technological disruption.

Navigator Global Investments has finalised its US$190 million acquisition of a diversified portfolio from Stable Asset Management, establishing a strategic partnership to manage the new assets and expanding its alternative investment footprint.

BlackRock Investment Management (Australia) has announced the final cash distribution amounts for a broad suite of iShares ETFs, with payments scheduled for 13 July 2026.

Global X Management (AUS) Limited is trimming the management fee for its Australia 300 ETF (ASX: A300) by 25%, effective 1 July 2026, reflecting a subtle but meaningful cost saving for investors.

Salt Listed Funds released its 2026 annual report highlighting governance changes, investment policy updates including Treasury Units and Carbon-Related Businesses, and a notable decline in the Carbon Fund’s unit price over the year.

The Alternative Investment Trust (AIQ) posted a 2.0% diluted NTA return in 2025, weighed down by an 8% appreciation of the Australian dollar against its largely USD-denominated portfolio. The trust bolstered its capital base with a A$34.5 million rights issue and increased exposure to the WSS Master Fund.