Latest Investment Strategy News

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.

Smartshares Limited’s annual report for the year ending 31 March 2026 details mixed fund unit movements, notable management changes, and key investment manager transitions within its suite of Exchange Traded Funds.

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.

KKR Credit Income Fund (ASX:KKC) has confirmed its distribution guidance for FY2027, maintaining a monthly payout of 1.67 cents per unit and an annualised yield above 8%.

Pengana Capital Group has successfully closed the $267 million initial public offering for its AI Private Opportunities Trust, marking a significant expansion in its fund management portfolio. The new trust is set to begin trading on the ASX on 2 July 2026.

Aland Equity Group has locked in long-term funding rights over the Chinnerys residential project near Canberra, embedding a 30% gross profit margin into acquisition pricing and positioning itself as fund manager and co-investor.

Challenger Limited is merging its Fidante funds management business with Channel Capital, creating Channel Group with $150 billion in assets. Challenger will hold a 45% stake and expects a $100 million pre-tax gain in FY27.

Strata Investment Holdings has dismissed a cash acquisition proposal from Freedom BidCo, citing undervaluation, even as it raises A$8 million to fund strategic investments and litigation.

After 11 years at the helm, Vicinity Centres’ Chairman Trevor Gerber will step down at the 2026 AGM, with seasoned financial veteran Patrick Allaway set to take over, signalling continuity in the company’s premium retail strategy.

After 11 years on the board, including seven as Chairman, Trevor Gerber will retire at Vicinity Centres’ 2026 AGM, with Patrick Allaway appointed Chairman-elect to succeed him.

Lendlease appoints seasoned real asset executive Nick O’Neil as CEO, marking a leadership shift aligned with its strategic reset and portfolio simplification.

Freedom Bidco, Inc. has launched a non-binding cash proposal to acquire all Strata shares at A$0.16 each, matching the last traded price before suspension and offering shareholders a rare liquidity event ahead of Strata's expected ASX delisting.