Latest Portfolio Management News

WAM Global Limited has announced a fully franked ordinary dividend of AUD 0.065 per share for the half-year ending December 2024, with a Dividend Reinvestment Plan available to shareholders.

Dexus Convenience Retail REIT (ASX: DXC) reported steady half-year results for 2025, underpinned by active portfolio management and ongoing redevelopment projects. The fund remains on track to meet full-year guidance while enhancing income security and growth potential.

Flagship Investments Limited posted a solid 9.1% gain in its investment portfolio for the half-year ending December 2024, despite a notable decline in total comprehensive income. The company declared a fully franked interim dividend of 5.1 cents per share, reflecting steady shareholder returns.

Charter Hall Long WALE REIT reported solid first-half results for FY25, maintaining strong portfolio occupancy and lease terms while executing significant asset sales and strategic acquisitions. The REIT reaffirmed its full-year earnings and distribution guidance, underscoring confidence in its long-term growth strategy.

Charter Hall Long WALE REIT has reversed last year’s heavy losses, reporting a statutory profit of $51.3 million for the half year ended December 2024, while maintaining steady distributions to investors.

Hotel Property Investments has announced significant leadership changes following increased shareholding by Charter Hall and Hostplus, signaling a strategic pivot for the property investment firm.

Hotel Property Investments (HPI) reported a robust half-year profit of A$16.7 million, driven by rising rental income and property valuations, while managing significant takeover defence costs amid Charter Hall Retail REIT and Hostplus bids.

360 Capital Mortgage REIT reported a solid half-year profit increase to $1.34 million and launched a strategic capital raising to grow its senior loan investments. Distributions rose notably, reflecting confidence in its expanding loan portfolio amid rising interest rates.

Novo Resources has significantly expanded its Australian exploration footprint through three new high-potential farm-in and joint venture agreements, while maintaining a robust financial position with A$12.1 million in cash and A$43.8 million in investments.

Centuria Office REIT (ASX:COF) reported solid HY25 results with a $1.9 billion portfolio and 92.2% occupancy, underpinned by active leasing and refinancing initiatives. Despite a dip in revenue and distributions, the REIT maintains its FY25 guidance, reflecting confidence in office market recovery and strategic asset management.

Sandon Capital Investments announces a fully franked 1.4 cents per share dividend for the March quarter, reflecting a robust annualised yield of 6.9% and underpinned by strong portfolio returns of 17.7% for FY2025 to date.

Firetail Resources has reported significant high-grade drill intercepts at its Skyline Copper Project in Newfoundland, confirming mineralisation continuity and expanding the strike at depth. The company is advancing exploration with a planned high-resolution 3DIP geophysical survey targeting new zones.