Latest Portfolio Performance News

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WCM Global Growth Limited has raised its fully franked quarterly dividend to 2.21 cents per share for Q3 FY2026, signaling a progressive dividend policy with planned increases through to March 2027, backed by strong long-term portfolio performance.
Claire Turing
Claire Turing
13 May 2026
Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.
Claire Turing
Claire Turing
13 May 2026
Barramundi Limited outperformed the S&P/ASX200 in April with a 4.4% gross return, boosted by NEXT DC’s landmark data centre deal and capital raise, while healthcare stocks faced headwinds from Cochlear’s profit downgrade.
Claire Turing
Claire Turing
13 May 2026
Kingfish Limited’s portfolio edged higher in April, buoyed by strong performances from Mercury and Infratil, while a2 Milk and Summerset weighed on returns amid operational and economic headwinds.
Victor Sage
Victor Sage
13 May 2026
Vicinity Centres delivered a robust third quarter in FY26 with high occupancy and retail sales growth, while successfully extending debt maturity and advancing key developments at Chatswood Chase and Galleria.
Eva Park
Eva Park
5 May 2026
ColCap Financial Limited (ASX:TT6) reported a 16% rise in net profit to $72.2 million for FY2025, driven by a 15% expansion in its loan portfolio to $19.3 billion and a series of record Residential Mortgage-Backed Securities issuances.
Claire Turing
Claire Turing
4 May 2026
Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.
Claire Turing
Claire Turing
28 Apr 2026
Stonepeak-Plus Infra Debt Limited has successfully raised A$100 million through a wholesale placement of new INFRA1 Notes, extending its infrastructure debt investment capacity. The new notes will trade on the ASX from late May, reinforcing the company's ongoing capital raising momentum.
Claire Turing
Claire Turing
21 Apr 2026
ECP Emerging Growth Limited’s portfolio plunged 19.4% in the March quarter, dragging its net tangible asset value down by nearly 30%, as growth stocks stumbled amid geopolitical tensions and rising rates. The fund added furniture retailer Koala Company and sees value in its resilient holdings despite the rough patch.
Victor Sage
Victor Sage
16 Apr 2026
The GPT Group delivered solid financial and operational results for 2025, growing assets under management to nearly $40 billion and advancing strategic partnerships across retail, logistics, and office sectors.
Eva Park
Eva Park
10 Apr 2026
WAM Income Maximiser Limited has announced increased fully franked monthly dividends for Q2 2026, reflecting robust portfolio performance since its April 2025 IPO. The diversified investment strategy combining Australian equities and investment grade corporate debt has outperformed its benchmark by 6%, delivering both income growth and reduced volatility.
Claire Turing
Claire Turing
2 Apr 2026
Arena REIT has declared a quarterly distribution of 4.8125 cents per security, aligning with its FY26 guidance, while activating a discounted Dividend Reinvestment Plan to encourage investor participation.
Eva Park
Eva Park
24 Mar 2026