Latest Portfolio Performance News

Staude Capital Global Value Fund Limited has completed a $16.9 million wholesale placement and opened a Share Purchase Plan for existing shareholders, aiming to deploy capital through its discount capture strategy.

CD Private Equity Fund III reported a remarkable 726.6% jump in net profit to $18.56 million for FY25, driven by strong fair value gains and portfolio realizations. The Fund declared a $0.20 per unit distribution amid ongoing geopolitical and market challenges.

Mayfield Childcare Limited reports a significant operational and financial turnaround in Q2 FY25 under new CEO Daniel Stone, with improved earnings and cost efficiencies despite ongoing sector pressures.

Centuria Office REIT has reaffirmed its FY25 financial guidance while navigating elevated vacancies and fragmented leasing momentum in the Australian office market.

CD Private Equity Fund II announces an early distribution of $0.12 per unit, reflecting strong portfolio exits and delivering a 1.62x return since inception.

ANZ Group Holdings Limited posted a 7% increase in statutory profit to AUD 3.642 billion for the half year ended 31 March 2025, with stable cash profit and an 83 cent interim dividend. The full integration of Suncorp Bank underpinned lending and deposit growth, while credit impairments eased.

Vicinity Centres reports a robust third quarter for FY25, buoyed by record visitation at Chadstone’s new Market Pavilion and strong retail sales growth. The company now expects full-year earnings at the top end of guidance, underpinned by resilient portfolio metrics and strategic asset management.

Qualitas Real Estate Income Fund (QRI) has announced its April 2025 distribution, delivering a 7.60% annualised return based on its forecast net tangible asset value. The fund continues to focus on Australian real estate loans secured by mortgages, underpinning its income strategy.

NAOS Small Cap Opportunities Company Limited reveals that BSA Limited, a significant investee, was not selected for the new NBN Field Services Contract, potentially impacting NAOS’s investment returns.

WAM Active has delivered a remarkable 32.5% investment portfolio growth in 2024, significantly outperforming key market indices and declaring a fully franked interim dividend of 3.0 cents per share.

WAM Active Limited has announced a fully franked ordinary dividend of AUD 0.03 per share for the half-year ending December 2024, reinforcing its steady income return strategy.

Dexus (ASX: DXS) reports a statutory net profit of $10.3 million for the half-year ending December 2024, rebounding from a significant loss last year, while navigating challenges from higher interest rates and lower trading profits.