Latest Portfolio Performance News

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

WCM Global Growth Limited has announced an increased fully franked dividend for Q3 FY2025, alongside a progressive dividend policy forecasting steady growth through FY2026. The company’s strong investment performance underpins this confident outlook.

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.

Morphic Ethical Equities Fund Limited reported a robust turnaround with a $2.96 million profit after tax for the half-year ended December 2024, reversing last year’s losses despite no dividends declared.

Pengana International Equities Limited reported a striking 189% increase in net profit for the half-year ended December 31, 2024, alongside an 11% portfolio return and consistent fully franked dividends.