Latest Performance Fees News

Magellan Financial Group is handing over management of its $5.3 billion global equities funds to Vinva, adopting a new systematic strategy and slashing fees to boost client value.

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.

MA Financial Group reported a 44% year-on-year jump in assets under management to $14.8 billion in 1Q26, underpinned by strong lending growth and transactional activity despite asset sales and market volatility.

L1 Group has raised $950 million in the IPO of its L1 Gold Fund Limited, set to begin trading on the ASX on 24 April 2026. The fund targets gold and precious metals investments with significant founder and company backing.

Navigator Global Investments (ASX: NGI) reported a 9% jump in ownership-adjusted assets under management to USD31.6 billion for Q3 FY26, driven by strong inflows, strategic acquisitions, and solid hedge fund performance amid market volatility.

Magellan Financial Group's assets under management fell to A$37.5 billion as of 31 March 2026, reflecting net outflows and market impacts across retail and institutional funds.

L1 Group has launched the IPO of L1 Gold Fund Limited, targeting a $900 million raise with founder backing and early closure due to strong investor interest. The fund will list on the ASX in April, continuing the strategy of its predecessor wholesale fund.

MA Financial Group is set to realise a $20 million gain from selling Infinite Care, delivering investors more than 2.8 times their capital back and positioning the asset within a leading aged care provider.

Fat Prophets Global Contrarian Fund Ltd reported a dramatic turnaround with a $9.3 million profit for the half-year ended December 2025, up from just $14,000 a year earlier, alongside a declared interim dividend.

Clime Investment Management reports a strong half-year operating profit surge and proposes a fully franked interim dividend, while streamlining its business to target sophisticated investors.

Future Generation Global Limited reported a 50% drop in net profit for 2025 but maintained strong investment portfolio growth and declared a special fully franked dividend, while continuing its significant social impact contributions.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.