Latest Portfolio Strategy News

Praemium Limited lifted its total Funds Under Administration by 18% to $73.7 billion in Q3 FY26, driven by strong net inflows and growth in its non-custodial portfolio administration. The ongoing integration of Technotia is set to deliver $9 million in annual technology salary savings from FY27.

Treasury Wine Estates is reshaping its global operations into four regional divisions to sharpen market execution and efficiency. The company reports improved third-quarter sales in China and the US, bolstered by luxury brand Penfolds, while securing $300 million in new debt to strengthen liquidity beyond $1 billion by fiscal 2026 end.

Region Group has extended its on-market securities buy-back program by 12 months, aiming to optimise its portfolio while maintaining capital for growth opportunities.

Environmental Clean Technologies Limited has agreed to sell part of its Yallourn Property for $1.3 million, marking a clear pivot from its original hydrogen refinery plans. The sale proceeds will support ongoing technology development.

Challenger Limited has updated its dividend announcement, confirming the suspension of its Dividend Reinvestment Plan (DRP) for the current period. Shareholders will receive a fully franked cash dividend of AUD 0.155 per share on 24 March 2026.

Catalina Resources has secured an option to acquire BGM Metals, adding a multi-prospect copper-gold portfolio in Western Australia's Eastern Goldfields. This move deepens Catalina’s exposure to a globally recognised mineral province while preserving capital through a disciplined acquisition structure.

MFF Capital Investments reported a strong half-year net profit of $209.7 million and declared a fully franked interim dividend of 10 cents per share, signaling confidence despite global economic headwinds. The company’s portfolio remains liquid and focused on high-quality holdings as it navigates geopolitical and technological challenges.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.

Thorney Technologies reported a sharply reduced half-year profit amid challenging market conditions but extended its share buyback to support shareholder value.

F.F.I. Holdings Limited reported a 12% rise in revenue to $33.9 million for the half year ended December 2025, while net profit after tax fell 12.3% to $1.6 million, impacted by one-off costs and a new government lease. The company declared a fully franked interim dividend of 10 cents per share.

NAOS Small Cap Opportunities Company Limited reported a remarkable half-year profit surge and declared a steady quarterly dividend, despite portfolio returns lagging the benchmark index.

Citigroup Global Markets Australia has announced key dividend dates for CBA CitiFirst Self-Funding Instalment MINIs, aligning with Commonwealth Bank ordinary shares and adjusting outstanding loan amounts for holders.