Latest Performance Fees News

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.

Pengana Global Private Credit Trust reported a robust half-year performance with $7.5 million net profit and a stable NAV of $2.00 per unit, supported by a $69 million capital raise and an 8.9% annual yield. Despite increased market volatility, the Trust’s diversified private credit portfolio remains resilient.

Thorney Technologies reported a sharply reduced half-year profit amid challenging market conditions but extended its share buyback to support shareholder value.

Perennial Investment Management has launched the Ziller Global Fund Active ETF (ASX: ZILR), targeting high-growth global companies led by exceptional founders. The fund aims to deliver absolute returns above the MSCI All Country World Index over a typical five-year horizon.

L1 Global Long Short Fund Limited reports a remarkable half-year turnaround with a 609% jump in net profit, driven by a new investment manager and a refreshed strategy. The company also declares a fully franked interim dividend as it completes a major equity raise and portfolio transition.