Latest Portfolio Performance News

Djerriwarrh Investments Limited reported a $20.7 million half-year profit with a steady fully franked dividend, despite portfolio returns lagging the ASX 200. The company signals a strategic pivot with quarterly dividends and selective portfolio adjustments.

Mirrabooka Investments reported a 93.6% jump in half-year profit to $8.9 million, maintaining its fully franked dividend despite portfolio returns trailing the small and mid-cap benchmark.

London City Equities reveals a strong half-year performance with an 18% rise in investment portfolio values and a favourable legal development involving Excelsior Capital. The company anticipates increased liquidity and is actively seeking new long-term investments.

Earlypay Limited has withdrawn its FY26 earnings guidance due to increased costs and credit losses, signaling a cautious outlook despite solid growth in new business.

GPT Group has announced an estimated 12.0 cents per security distribution for the second half of 2025, alongside key dates for investor events in 2026.

MFF Capital Investments appoints Gerald Stack as CEO and Managing Director, signaling a strategic evolution with a proposed dividend increase to 10 cents per share.

Acrux Limited has sold the US registration and distribution rights for its Prilocaine 2.5% and Lidocaine 2.5% cream for US$550,000, redirecting resources towards its growing Hormone Replacement Therapy portfolio.

Flight Centre Travel Group has agreed to acquire UK online cruise leader Iglu for £122 million, boosting its cruise sector footprint and upgrading FY26 profit guidance. The deal promises immediate earnings accretion and strategic expansion into key global markets.

Whitefield Income Limited has launched a A$53 million placement at a 5.2% discount to recent prices, aiming to bolster its investment strategy with fresh capital.

Abacus Group reported a solid FY25 with modest growth in funds from operations and stable distributions, underpinned by strong leasing activity and a diversified commercial portfolio. The Group also highlighted significant progress in sustainability and reaffirmed its FY26 guidance amid improving market conditions.

Whitefield Industrials reported a 4% decline in net profit for the half-year to September 2025 but maintained a strong fully franked dividend and delivered portfolio returns above its benchmark.

WAM Income Maximiser Limited has successfully raised $148 million through a Share Purchase Plan and Placement, expanding its funds under management beyond $300 million and declaring fully franked dividends with growth guidance through early 2026.