Latest Managed Investment Schemes News

Dimensional’s five ASX-quoted trusts all produced positive total returns in the year to 30 June 2026, led by the Global Value Trust at 27.812%. The audited report also records lower management fees for three global strategies, although the figures remain a look back rather than a forecast.

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.

Booster Investment Scheme 2's Private Land and Property Fund swung back to profit with NZD 1.3 million after tax for the year ended March 2026, despite net asset value slipping due to unit redemptions. The Fund’s investment portfolio remains concentrated in unlisted New Zealand agricultural and property assets, while its Manager faces unrelated FMA proceedings.

Magellan Investment Partners has launched the Magellan Global Fund - Open Class Units (MGOC), an actively managed global equity ETF aiming for 9% annual returns net of fees, integrating ESG principles and offering flexible trading options.

Magellan Investment Partners has launched the Airlie Australian Share Fund - Active ETF (AASF), offering investors a concentrated, actively managed portfolio of Australian equities with integrated ESG considerations. The fund combines liquidity via direct applications and Securities Exchange trading, targeting long-term capital growth and income.

VanEck Investments Limited has released a comprehensive Product Disclosure Statement for its suite of seven Australian bond ETFs, detailing fund strategies, risks, fees, and operational frameworks under the ASX AQUA Rules.

VanEck Investments Limited has released a comprehensive Product Disclosure Statement for its suite of seven Australian bond ETFs, detailing investment strategies, risks, fees, and operational frameworks under the ASX AQUA Rules.

VanEck Investments Limited has released an updated Product Disclosure Statement detailing seven Australian fixed income ETFs listed on the ASX, offering investors diversified exposure across government bonds, corporate debt, and subordinated securities.

EQT Holdings Limited reported a robust 60% increase in net profit after tax for FY25, completing a strategic transformation while navigating significant regulatory challenges. The company outlined a growth-focused strategy for FY26, emphasizing digital innovation and margin improvement.

DigitalX Limited has responded to ASX queries, affirming the legality of its cryptocurrency treasury strategy and outlining plans to expand Bitcoin holdings significantly by 2027 to support its digital asset business.

Australian Agricultural Projects Limited reported a $1.96 million profit for FY2025, driven by a strong olive oil harvest despite frost setbacks and rising olive oil prices. The company plans to farm a key orchard section directly after leaseholders declined renewal.

Australian Agricultural Projects Limited reported a strong 18% revenue increase and a 56% jump in net profit for FY2025, while preparing to directly manage a key orchard segment after lease changes.