Latest Portfolio Strategy News

AMCIL Limited reported a net profit of $6.7 million for FY2025, down from $7.5 million the previous year, and announced a fully franked total dividend of 6.5 cents per share, boosted by a special capital gains payout.

Garda Property Group’s FY25 results reveal a strategic pivot with significant asset sales and a sharp reduction in gearing, setting the stage for an 11% rise in distributions in FY26.

Djerriwarrh Investments Limited has raised its fully franked final dividend to 8.25 cents per share, delivering an enhanced yield well above the ASX 200, despite a portfolio return that lagged the broader market. The company’s strategic portfolio adjustments and option income underpin its income-focused approach.

Australian Foundation Investment Company Limited (AFIC) reported a $285 million net profit for FY2025, declaring a fully franked 14.5c final dividend plus a 5c special dividend tied to capital gains from portfolio adjustments.

Legend Mining has officially surrendered its tenure over the Rockford Joint Venture tenements, marking the conclusion of its partnership with IGO Limited on this significant exploration project.

BWP Trust has announced a significant $45 million net gain from property revaluations for the second half of FY2025, driven by rising rents and a slight compression in capitalisation rates.

Arena REIT has declared a quarterly distribution of 4.5625 cents per security, consistent with its FY25 guidance, while offering a 1.5% discount on reinvested dividends through its DRP.

VanEck Investments Limited has announced the indicative timetable for dividend payments across a suite of its exchange traded funds, alongside details of its dividend reinvestment plan.

Lendlease is in advanced talks to form a 50/50 joint venture with Crown Estate, aiming to accelerate capital release and enhance development delivery across its UK portfolio.

National Australia Bank has announced a fully franked ordinary dividend of AUD 0.85 per share for the half-year ending March 2025, alongside Dividend Reinvestment and Bonus Security Plans offering shareholders multiple currency payment options.

Duxton Water Limited reported its strongest quarterly performance since inception, with NAV per share rising 17 cents to $1.71, driven by a $121.3 million sale of water entitlements to the Australian Government and strategic portfolio moves.

G8 Education reported a robust 2024 financial and operational performance at its 2025 AGM, highlighting strategic progress and cautious optimism for 2025 despite early occupancy headwinds.