Latest Investment Vehicles News

WAM Strategic Value delivered a solid 9.5% portfolio return for FY2026, outpacing the ASX All Ordinaries by 3.8%, while declaring a fully franked dividend of 6.5 cents per share. New capital gains tax rules are reshaping investor appetite, boosting demand for listed investment companies like WAM.

IperionX plans to relocate its parent company to Texas and list directly on Nasdaq, aligning its corporate structure with its US operations. The appointment of manufacturing veteran Michael J. Loparco aims to bolster the company’s industrial scale-up.

Dr Andrew Forrest's investment vehicle has acquired a significant 16.8% stake in EQ Resources from Oaktree, marking a shift from financial to strategic ownership in the leading western tungsten producer.

Scalare Partners has acquired Fishburners, Australia’s largest startup community, to deepen its founder network and expand integrated support services across the country.

Precinct Properties Group has completed the acquisition of ASB North Wharf through its investment vehicle PPILP, marking a strategic expansion of its premium city centre real estate holdings in Auckland.

Despite sweeping changes to Capital Gains Tax announced in the 2026/27 Federal Budget, Acrux Limited’s status as a Pooled Development Fund ensures its shareholders remain shielded from these new tax rules.

Regal Partners Limited’s funds under management fell 3% to $20.2 billion in the March quarter, pressured by investment losses amid geopolitical turmoil, even as net inflows remained positive for the tenth consecutive quarter.

Australian United Investment Company Limited reported a 7% increase in half-year profit despite a slight revenue dip, maintaining its dividend and announcing a transformative merger with Diversified United Investment Limited.

AMCIL and AFIC announce a major leadership transition as long-serving CEO Mark Freeman retires, with Alison Gibson appointed to succeed him in July 2026.

Djerriwarrh Investments and Australian Foundation Investment Company announce a major leadership change as Mark Freeman retires and Alison Gibson steps in as CEO and Managing Director.

Ophir High Conviction Fund reported a 6.24% increase in net assets to $765 million for the half-year ended December 2025, despite a sharp 62.7% fall in operating profit. The Fund’s portfolio performance slowed significantly, prompting no distributions during the period.

Touch Ventures Limited reported a $4.6 million net loss for 2025, driven by investment impairments and foreign exchange impacts, while appointing Gannet Capital as its new investment manager to revamp its portfolio strategy.