Latest Investment Strategy News

Ironbark Balanced Income Limited reported a 5.6% decline in net profit to $2.89 million for FY2026, while its investment portfolio delivered a solid 7.8% return, outperforming its benchmark and maintaining fully franked dividends.

WAM Global's FY2026 investment portfolio fell 4.2%, dragging the company to a $35.2 million net loss despite a 6.6 cent fully franked final dividend.

Carlton Investments lifted its profit by 6.1% to $41.18 million for FY2026, boosted by higher dividends, even as its equity portfolio value fell 6.2%. The company declared a final dividend increase including a special payout amid ongoing market volatility.

WAM Leaders Limited (ASX:WLE) delivered a stellar FY2026 with net profit after tax soaring 153.5% to AUD 161.8 million, driven by a 14% investment portfolio gain that outpaced the ASX 200 by 7.9%. The company declared a fully franked full year dividend of 9.6 cents per share, maintaining a strong yield amid ongoing capital raising.

Regal Partners Global Investments (ASX:RG1) reversed last year's losses with a $141.6 million net profit, driven by strong returns in semiconductors, gold, and European banks. The company declared a fully franked final dividend of 5.0 cents per share and continued its on-market share buy-back program.

Microequities Asset Management Group saw a 20.1% drop in profit after tax for FY26, hit by sharp valuation falls in tech-heavy portfolios amid AI fears, despite a 1.5% revenue rise and a strong balance sheet.

The WCM Quality Global Growth Fund posted a -5.20% return in July 2026, underperforming its MSCI benchmark as semiconductor stocks faltered. Despite short-term setbacks, the fund maintains strong long-term outperformance and is increasing exposure to AI-related companies.

Eureka Group Holdings has acquired Mandurah Coastal Holiday Park for $18.4 million, adding 168 mixed-use sites and securing approvals for significant expansion in a fast-growing WA regional market.

PM Capital Global Opportunities Fund (ASX: PGF) has successfully completed a $221 million placement, issuing 15% new shares at the estimated net tangible asset value to expand its scale and shareholder base.

GQG Partners edged up its total funds under management to USD 156.4 billion in July 2026, despite ongoing net outflows across key strategies. Investment gains helped offset client withdrawals, though year-to-date FUM remain down from December levels.

PM Capital Global Opportunities Fund (ASX: PGF) is raising up to $195 million through a $175 million placement and a $20 million share purchase plan at $3.07 per share, matching its net tangible asset value and offering a fully franked 7.5 cent dividend for 2026.

PM Capital Global Opportunities Fund Limited delivered a 41.5% jump in profit after tax to $238 million for FY26 and raised its fully franked dividend guidance to 16 cents for FY27, reflecting strong portfolio returns and robust earnings reserves.