Latest Portfolio Management News

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.

Bailador Technology Investments reported a solid $19.3 million net profit for FY25, declared a fully-franked dividend yielding 8.1% grossed-up, and deployed $40.8 million into expanding its fast-growing tech portfolio.

Origin Energy reported a solid FY25 with strong Energy Markets performance, robust LNG trading gains, and rapid customer growth at Octopus Energy, while declaring a fully franked 60 cent dividend for the year.

Northern Star Resources will unveil its FY25 financial results on 21 August, accompanied by a live conference call featuring key executives. Investors await insights into the gold miner’s performance and strategic outlook.

Dexus Industria REIT has upgraded its FY25 financial guidance, reporting strong profit growth and advancing its transition to a focused industrial portfolio. The REIT’s robust leasing activity and development pipeline underpin a confident outlook for FY26.