Latest Investment Vehicles News

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.

GQG Partners reported a 7.1% increase in funds under management for 2025, driven by strong investment performance despite net outflows, while declaring a solid fourth-quarter dividend.

Careteq Limited has agreed to sell its Embedded Health Solutions business for $5 million, aiming to strengthen its balance sheet and focus on expanding its home medication review platform amid ongoing tax disputes.

Clime Investment Management appoints John Abernethy as Director of Investments, signalling a renewed focus on investment philosophy and client outcomes. Despite fund closures and regulatory challenges, the company reports improved fund returns and a promising interim profit outlook.

Powerhouse Ventures has entered a strategic partnership with GlobalDots to back its new Burleigh Ventures Critical Infrastructure Opportunities Fund, aiming to capitalize on emerging technologies in AI, quantum, and cloud infrastructure.

Whitefield Income Ltd reports robust first-quarter earnings and announces a $53 million capital raising via placement and a Share Purchase Plan, maintaining its focus on delivering steady, franked dividends.