Latest Portfolio Strategy News

Computershare Limited has agreed to sell its UK Mortgage Services business to Pepper Advantage, marking a strategic step to streamline operations and enhance earnings quality without altering FY26 profit forecasts.

Cleanaway Waste Management has updated its FY2025 final dividend details, including currency options for New Zealand shareholders and a revised Dividend Reinvestment Plan price.

Trading in the Nanuk New World Fund (Currency Hedged) Active ETF has been temporarily halted, with personal trading also paused as investors await further details.

Downer EDI Limited has announced its key shareholder dates for 2025, including the Annual General Meeting scheduled for November 11 and the final dividend payment on October 2. These dates mark important milestones for investors in one of Australia and New Zealand's leading infrastructure service providers.

Fat Prophets Global Contrarian Fund Ltd has reported a robust 56% increase in net profit for the year ended 30 June 2025, driven by strong investment returns and a leveraged global equity portfolio. The company also declared a fully franked special dividend, reflecting confidence in its ongoing performance.

Ironbark Capital Limited reported a 17.6% increase in net profit for FY2025, driven by higher investment income and realised gains, alongside a raised fully franked dividend and an extended share buy-back program.

Ophir High Conviction Fund reported a robust financial year ending June 2025, with net assets rising nearly 15% and operating profit more than doubling. The Fund’s concentrated portfolio strategy delivered a 24% net return, comfortably outperforming its benchmark.

Perpetual Equity Investment Company Limited reported a net profit of $21.7 million for FY25 and maintained its fully franked dividend at 8.0 cents per share, matching last year’s payout despite portfolio underperformance against the benchmark.

Argo Global Listed Infrastructure Limited reported a remarkable 307% increase in profit for the year ended June 2025, alongside a 269% jump in investment income, underpinning a higher fully franked dividend.

Imperial Pacific Limited reported a 52% drop in profit for FY2025 but maintained its fully franked dividend, buoyed by robust performance from its associate London City Equities.

Australian United Investment Company Limited reported a modest increase in statutory profit after tax to $49.9 million for the year ended 30 June 2025, alongside a steady fully franked dividend of 28 cents per share. The company’s Pre-tax Net Tangible Asset backing rose 14.7%, outperforming the ASX 200 Accumulation Index.

Bayan Mining and Minerals Limited has reported a breakthrough in its exploration at the Bayan Springs South Project in Nevada, revealing gold grades up to 8.25 g/t and strong Carlin-type geochemical signatures. The company is now advancing towards geophysical surveys and drill planning to unlock the project’s potential.