Latest Managed Funds News

Australian Unity Investment Real Estate Limited has entered a conditional contract to sell 150 Charlotte Street, Brisbane for $40 million, seeking renewed unitholder approval ahead of the fund’s planned delisting and wind-up.

The Savana US Small Caps Active ETF (ASX:SVNP) posted a 1.28% gain in March 2026, outperforming the S&P 600 benchmark by 1.46%, supported by USD/AUD currency appreciation despite a modest portfolio decline amid geopolitical tensions.

Elanor Investors Group has completed documentation for a $125 million balance sheet recapitalisation with Rockworth Capital Partners, preparing to release HY26 financial results and advance leadership renewal and rebranding initiatives.

Elanor Investors Group reported a $57 million statutory loss for FY25 but is progressing a $125 million recapitalisation with Rockworth Capital Partners to stabilise its balance sheet amid ongoing financial challenges.

HALO Technologies reports a strategic pivot towards APAC growth and a UK business model overhaul, alongside a 16% revenue decline and increased net loss in FY25.

Elanor Investors Group reported a $24.5 million net loss for the half year to December 2024, grappling with debt covenant breaches and defaults. The group has struck a $125 million recapitalisation agreement with Rockworth Capital Partners to stabilise its balance sheet and pursue growth.

Raiz Invest Limited reported a robust half-year performance for the period ending 31 December 2025, with revenue climbing 23.9% and a return to profitability driven by increased customer engagement and funds under management.

MA Credit Income Trust reported a strong half-year profit of $19.7 million, exceeding its return target, while successfully completing a $190.5 million capital raise and initiating a strategic buy-back to manage liquidity.

FortifAI Limited has raised $5 million through a strategic placement led by a major Australian institutional fund manager, reinforcing its balance sheet and accelerating its AI development and commercialisation plans.

Diversified United Investment Limited reported a modest profit increase for the half year ending December 2025, alongside a stable dividend and a proposed merger with Australian United Investment Company Limited.

Perpetual Credit Income Trust reported a robust half-year performance with a 50% jump in net assets to $802 million and an 8% rise in profit to $21 million, underpinned by a successful capital raising and steady distributions.

Fiducian Group’s FY2026 half-year results reveal robust growth with a 9% rise in funds under management and a 17% jump in underlying net profit, despite ongoing regulatory challenges.