Latest Portfolio Performance News

Takeover chatter lit up Pepper Money, while Identitii ran hard after a regulator stepped in. At the other end, AMP slid despite higher profit, as investors weighed leadership change and legal costs.

ECP Emerging Growth Limited reported a 6.9% portfolio loss for H1 2025, underperforming the ASX Small Ordinaries Index, yet declared a fully franked interim dividend and teased a significant special dividend.

WCM Global Growth Limited reported a net operating profit of $22.9 million for H1 FY2026 and announced an increased fully franked interim dividend, reinforcing its progressive dividend policy.

WCM Global Growth Limited reported a 51% drop in net profit for H1 FY2026 but announced an increased fully franked interim dividend, reflecting confidence in its investment strategy. The company’s portfolio outperformed its benchmark over 12 months despite a softer half-year return.

Alkane Resources has reported record-breaking financial and operational results for the first half of FY2026, driven by strong gold and antimony production across its expanded three-mine portfolio. The company’s robust cash flow and profit position set a confident tone for meeting full-year guidance.

Regal Asian Investments Limited (ASX, RG8) reported a robust turnaround in its half-year results to 31 December 2025, posting a profit after tax of AUD 81.3 million and declaring a fully franked interim dividend of 8.0 cents per share.

WAM Leaders Limited has announced a fully franked ordinary dividend of 4.8 cents per share for the half-year ending December 2025, with a Dividend Reinvestment Plan available to shareholders.

WAM Strategic Value Limited has delivered a robust 9.8% portfolio gain in H1 2025, outperforming the ASX index and announcing a 200% increase in operating profit alongside a higher fully franked interim dividend.

Dexus Industria REIT has slightly upgraded its FY26 funds from operations guidance, driven by robust portfolio income growth and strategic acquisitions in key industrial hubs. The REIT’s active management and development pipeline underpin its confidence in delivering secure, growing income.

Regal Partners Global Investments has declared a fully franked interim dividend of 6 cents per share, signalling robust portfolio performance. The company also updates its dividend policy to prioritise realised gains and franking credits over fixed payouts.

Macquarie Group reports solid 3Q26 results with robust profit growth across divisions and a strong capital surplus, underpinned by strategic technology investments and regulatory compliance.

Teaminvest Private Group reported a robust operating cash flow of $4.1 million in 1H26, driving strong investment activity and shareholder returns despite a decline in performance fees. The company’s active portfolio growth and increased cash reserves position it well for future expansion.