Latest Portfolio Performance News

Endeavour Group reported steady overall sales for FY25 despite a retail downturn, driven by strong hotel performance and disciplined cost management. A strategic refresh and leadership change signal a new chapter ahead.

Plato Income Maximiser Limited has reported a robust financial year ending June 2025, with net profit after tax rising to $83.6 million and its investment portfolio outperforming the benchmark in both income and total return. The company also maintained its highest-ever fully franked monthly dividends since listing.

Perpetual Credit Income Trust reported a 20.7% increase in net assets to $532.8 million for FY25, while posting a modest profit decline amid challenging market conditions. The Trust’s $93 million capital raise and diversified credit portfolio underpin its strategy for stable income and growth.

London City Equities reported a $11.3 million capital gain primarily from trimming its Fiducian Group stake, reversing prior losses to post a $500,000 profit and declaring a 2.5 cent fully franked dividend including a special payout.

NAOS Ex-50 Opportunities Company Limited reported a strong FY25 with a 28.92% portfolio return and maintained its annual dividend at 6.0 cents per share, reflecting robust capital management and investor confidence.

NAOS Small Cap Opportunities Company Limited reported a significantly reduced loss for FY25 and declared a final quarterly dividend, while outlining a cautiously optimistic outlook for FY26 driven by core portfolio improvements.

NAOS Ex-50 Opportunities Company Limited (ASX, NAC) reported a strong turnaround with a $7.55 million profit after tax for FY25 and a 28.9% portfolio return, declaring a 1.5 cent per share dividend. The company’s focused investments in emerging Australian and New Zealand companies underpin its robust performance and disciplined capital management.

NAOS Emerging Opportunities Company Limited (ASX, NCC) has reported a significant profit turnaround for FY25, alongside a fully franked dividend declaration and strategic portfolio developments.

WAM Strategic Value Limited has declared an increased fully franked dividend following an 8.6% rise in its investment portfolio for FY2025, showcasing resilience amid market volatility.

WAM Strategic Value reported a near 50% drop in net profit for FY2025 but maintained its fully franked dividend, supported by an 8.6% portfolio gain that outperformed market downturns.

Vicinity Centres reported a doubling of net profit and delivered funds from operations at the top of guidance, underpinned by strategic acquisitions and strong portfolio performance.

VGI Partners Global Investments Limited reported a $17.6 million net loss for FY25 but maintained its dividend policy and executed a $73 million share buy-back, signaling confidence amid market challenges.