Latest Portfolio Strategy News

Marquee Resources shareholders rejected key share issues tied to the Tungsten Mountain acquisition, prompting the company to scrap the deal and refocus capital on advancing and monetising its existing portfolio.

Cadence Opportunities Fund fell 2.3% in July, lagging the All Ordinaries index, but delivered a robust 26.6% gain over the past year and declared fully franked dividends yielding up to 7.4%.

F&C Investment Trust delivered a 12.4% net asset value total return for H1 2026, narrowly trailing the FTSE All-World Index. The trust declared a 0.99p interim dividend and announced a chairman succession as it navigates AI-led market dynamics and geopolitical volatility.

South32 has outperformed its FY26 production guidance, boosted quarterly sales by 15%, and announced a strategic sale of aluminium assets to Alcoa for up to US$5.6 billion, pivoting towards a base metals-focused portfolio.

KKR Credit Income Fund (ASX:KKC) has confirmed its distribution guidance for FY2027, maintaining a monthly payout of 1.67 cents per unit and an annualised yield above 8%.

Echelon Resources has secured a three-year extension to its gas supply agreement with Genesis Energy, underpinning continued sales of Kupe gas at market-linked prices and supporting New Zealand’s domestic energy needs.

Orange Minerals NL has agreed to sell its 51% interest in the Calarie Project tenements to Adavale Resources, receiving shares and options in return. This move supports Orange Minerals' focus on its core gold projects in Ghana and Western Australia.

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.

8I Holdings Limited boosted its investment gains sixfold to S$1.28 million in FY2026, driven by U.S. tech equities, yet geopolitical turmoil and currency swings led to a reduced net loss of S$0.36 million.

Critical Resources Limited’s initial sampling at the Lammerlaw Gold Project in New Zealand has verified high-grade gold mineralisation at Devils Creek and revealed a fresh 600-metre arsenic soil anomaly, setting the stage for focused follow-up exploration.

Silver Mines Limited is progressing its Bowdens Silver Project development application with updated ecological surveys, while exploration intensifies at the Rockwell Prospect and Californian assets, supported by a solid cash position.

Regal Partners Global Investments (ASX:RG1) delivered a resilient March quarter performance, driven by semiconductor stocks and gold, while its short book and currency hedging added strategic value amid market turbulence.