Latest Managed Funds 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.

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.

HMC Capital has cleared key regulatory hurdles and locked in a $603 million investment from KKR, trimming its stake in the energy platform now rebranded as Illuma Energy. The deal paves the way for expanded battery storage projects and underpins a targeted development milestone in 2026.

Magellan Investment Partners has announced final distribution amounts for four of its funds ending 30 June 2026, with key dates set for early July and a Distribution Reinvestment Plan available to investors.

Tivan Limited has inked a Memorandum of Understanding with Aboriginal Investment NT to explore investment and Indigenous participation in the Molyhil Tungsten Project, advancing its critical minerals ambitions in the Northern Territory.

Elanor Investors Group has finalised a $125 million recapitalisation that slashes its cost of capital and reduces debt, setting the stage for a leaner, capital-light funds management model and imminent ASX reinstatement.

Swift TV Ltd has secured $2.33 million through a $1.9 million placement and a $430,000 debt conversion, boosting its capacity to deliver contracted deployments and expand recurring revenue streams.

VanEck Investments Limited has issued a comprehensive Replacement Product Disclosure Statement for eight of its Australian ETFs, detailing investment strategies, fees, risks, and operational protocols under ASX AQUA Rules.

Australian Unity Office Fund has called an extraordinary meeting to secure approval for selling its final property, delisting from the ASX, and winding up the fund, with directors unanimously recommending the proposal.

Perpetual Limited is sharpening its focus on asset management and corporate trust following the binding agreement to sell its Wealth Management arm to Bain Capital for $500 million upfront, aiming to strengthen its balance sheet and simplify operations.

Judo Bank’s Q3 results show solid lending expansion, stable credit quality amid economic uncertainty, and reaffirmed FY26 guidance with a healthy capital buffer.

VanEck Investments Limited has released a comprehensive replacement Product Disclosure Statement for seven Australian bond ETFs, updating key details on investment strategies, risks, fees, and regulatory frameworks.