Latest Portfolio Management News

Regal Asian Investments Limited posted a sharp 92% decline in net profit for FY25 amid volatile Asian markets but maintained a fully franked 6 cent dividend and continued its on-market share buy-back program.

NGE Capital Limited reported a steady half-year profit increase alongside a notable rise in net tangible assets per share, continuing its share buy-back program and initiating new investments.

Fulcrum Lithium’s initial drilling at its Fairway project in Nevada returned modest lithium results, prompting the company to relinquish the claims. The move sharpens focus on its Alkali Flats project, where assay results are pending.

WAM Leaders Limited has raised its fully franked full year dividend to 9.4 cents per share despite underperforming the ASX 200 in FY2025, signaling confidence in a market inflection and a strategic pivot towards quality and growth sectors.

WAM Global Limited outperformed the MSCI World Index in FY2025 with a 19.4% portfolio gain, enabling a higher fully franked dividend of 17 cents per share. The company’s strong results reflect strategic investments in undervalued global growth stocks amid volatile markets.

Centuria Office REIT reported steady FY25 results, maintaining high occupancy and rental growth, alongside a notable $18 million uplift in portfolio valuation. The REIT’s FY26 guidance signals continued stability amid constrained office supply and proactive capital management.

Magellan Asset Management is set to overhaul its High Conviction Trust Active ETF by adopting the Global Opportunities Strategy, cutting fees and appointing a new portfolio manager.

Platinum Capital Limited has received a non-binding proposal from Wilson Asset Management to take over its investment management, signaling a potential strategic shift pending shareholder approval.

WAM Capital Limited outperformed key ASX indices with a 22.2% portfolio increase in FY2025, declaring a strong 15.5 cents per share dividend that yields 9.1%.

MFF Capital Investments Limited posted a solid $432 million net profit for FY2025 despite a slight dip from last year, while raising its fully franked final dividend and completing the strategic acquisition of Montaka Global.

Growthpoint Properties Australia reported solid FY25 results, achieving its Net Zero Target and expanding funds management with $328 million in new assets. The company sets a confident outlook for FY26 amid stabilizing market conditions.

Growthpoint Properties Australia reported FY25 results exceeding funds from operations guidance, increased distributions, and achieved its Net Zero Target, while reducing gearing and expanding funds management.