Latest Investment Strategy News

Pengana Private Equity Trust (ASX: PE1) posted a 23.2% net return for FY2026, powered by a dramatic revaluation of SpaceX and strong gains across a diversified private equity portfolio.

State Street’s suite of six SPDR International Equity ETFs reported solid net asset growth and consistent benchmark tracking for the year ended 30 June 2026, with comprehensive risk management and an unqualified audit from Ernst & Young.

Pengana Capital Group reported a statutory loss of $5.6 million for FY26 despite a 14% rise in funds under management, driven by upfront costs linked to new product launches and expanding private credit platforms.

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.

L1 Global Long Short Fund (ASX:GLS) reported a striking $121.3 million net profit for FY26 following its strategic reset, declaring a fully franked 2.00 cent final dividend and targeting 8.00 cents per share for FY27.

WAM Income Maximiser has secured $172.4 million through a multi-part capital raise, increasing its assets by more than half and maintaining a strong fully franked dividend yield.

Navigator Global Investments grew assets under management by 21% to USD33.6 billion in FY26 but reported a 10% drop in adjusted EBITDA and suspended dividends to fund expansion, including a major acquisition closed post-year-end.

L1 Gold Fund Limited (ASX:LGF) reported a $71.1 million net loss in its inaugural reporting period, dragged down by a sharp gold price decline and sector volatility. The fund outperformed peers with a -10.9% portfolio return and announced a $160 million placement and entitlement offer at $2.25 per share.

Gryphon Capital Income Trust (ASX: GCI) posted a 31% increase in revenue and a 30.6% jump in profit for the year ended 30 June 2026, underpinned by significant capital raises and expanded investment in Australian RMBS and ABS portfolios.

Qualitas Real Estate Income Fund (ASX: QRI) posted a 6% rise in operating profit to $70.9 million for FY26, driven by portfolio growth and rising interest rates. The Trust raised $34.6 million via an entitlement offer to expand its mortgage-backed loan portfolio, maintaining stable distributions despite a modest unit price discount to NAV.

Lowell Resources Fund (ASX: LRT) reported a 48.7% increase in profit to nearly $33 million for FY2026, alongside a 37.6% rise in net assets to $99.5 million, driven by strong junior resources sector performance despite mid-year commodity volatility.