Latest Portfolio Performance News

WAM Active has posted a staggering 75.5% investment portfolio gain for FY2026, far outpacing benchmarks, and announced increased fully franked dividends including a special payout.

Future Generation Global (ASX: FGG) posted a robust 22.7% total shareholder return for the year to June 2026, driven by share price gains and fully franked dividends, while increasing its interim dividend by 5%.

Ryder Capital posted a robust 33.53% pre-tax NTA return for FY26, far outpacing market benchmarks, and announced a fully franked 12 cents per share dividend for FY27, underscoring confidence in its small-cap portfolio.

Djerriwarrh Investments plans a 4.25 cents per share fully franked dividend for June quarter, with the final amount to be confirmed alongside full-year results. The company also intends to maintain its on-market buy-back program, subject to market conditions.

WCM Global Growth Limited has renewed its on-market share buy-back program for another year, signalling ongoing capital management flexibility amid evolving market conditions.

Marlin Global’s portfolio lagged the broader market in May 2026, weighed down by semiconductor underexposure and near-term revenue challenges in key holdings, while AI-focused stocks powered a narrow rally.

Barramundi Limited’s May update reveals a 2.3% adjusted NAV decline, weighed down by CSL’s earnings downgrade and Brambles’ operational setbacks, despite positive contributions from Xero and Credit Corp.

Kingfish Limited's May update reveals a robust 5.5% portfolio return, driven by standout performances from Fisher & Paykel Healthcare and Infratil amid mixed sector headwinds.

NAOS EX-50 Opportunities Company Limited has initiated an on-market buy-back program targeting up to 4.58 million shares, representing 10% of its issued capital, to run from June 2026 through to June 2027.

Booster Innovation Fund has trimmed its net asset value per unit to $1.47 following a $723,000 valuation adjustment driven by slower growth and capital raising dynamics in its portfolio.

WAM Income Maximiser (ASX: WMX) has outpaced its benchmark with an 18.1% portfolio increase and exceeded its dividend target by delivering a 7.0% fully franked yield in its first year since April 2025.

Infragreen launches a strategic review revealing a $10 million on-market buyback and potential asset sales to address significant undervaluation despite strong FY26 growth forecasts.