Latest Portfolio Performance News

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.