Latest Portfolio Management News

Perpetual Credit Income Trust reported a 20.7% increase in net assets to $532.8 million for FY25, while posting a modest profit decline amid challenging market conditions. The Trust’s $93 million capital raise and diversified credit portfolio underpin its strategy for stable income and growth.

Qualitas Real Estate Income Fund reported a robust FY25 with net assets soaring 44% to nearly $975 million and operating profit climbing 19.6%. The fund expanded its loan portfolio and successfully raised $295 million to fuel further growth.

Morphic Ethical Equities Fund Limited reported a strong turnaround in FY2025 with a $5.44 million net profit and portfolio returns surpassing its benchmark, while continuing aggressive share buybacks despite withholding dividends.

GDI has exchanged contracts to sell six assets from its Autoleague Portfolio for $74 million, marking a significant gain over original costs and setting the stage for substantial unitholder distributions.

Rural Funds Group reported a solid FY25 with rising property and farming income driven by macadamia developments, while maintaining stable distributions and preparing for significant capital expenditure in FY26.

Diversified United Investment Limited reported a 5.4% rise in statutory profit to $38 million for FY2025, alongside a zero-debt position and a maintained fully franked dividend of 9 cents per share.

GQG Partners Inc. reported robust first-half 2025 results with revenue up 11% and net income rising 14.4%, alongside a new US ETF launch and a declared interim dividend.

NAOS Ex-50 Opportunities Company Limited reported a strong FY25 with a 28.92% portfolio return and maintained its annual dividend at 6.0 cents per share, reflecting robust capital management and investor confidence.

Pengana International Equities Limited (ASX, PIA) proposes a strategic portfolio enhancement by adding global private credit exposure, aiming to significantly lift fully franked dividends and diversify income streams.

Australian United Investment Company Limited reported a modest increase in statutory profit after tax to $49.9 million for the year ended 30 June 2025, alongside a steady fully franked dividend of 28 cents per share. The company’s Pre-tax Net Tangible Asset backing rose 14.7%, outperforming the ASX 200 Accumulation Index.

Heartland Group Holdings Limited reported an underlying NPAT of NZD 46.9 million for FY2025, meeting guidance, while setting ambitious growth and efficiency targets for FY2026.

WAM Strategic Value Limited has declared an increased fully franked dividend following an 8.6% rise in its investment portfolio for FY2025, showcasing resilience amid market volatility.