Latest Investment Performance News

Hearts and Minds Investments (HM1) has reported a robust 23.6% increase in its investment portfolio over six months, prompting an early announcement of an increased fully franked half-year dividend of 8.0 cents per share.

Omni Bridgeway Limited reports strong investment proceeds and new commitments in the first half of FY25, alongside significant cost savings and the imminent financial close of Fund 9 with Ares Management.

Perpetual Limited's Q2 FY25 update reveals a 3.6% rise in Assets Under Management to A$230.2 billion, buoyed by currency tailwinds despite net outflows and market headwinds. Corporate Trust and Wealth Management also posted modest growth, setting the stage for the upcoming half-year results.

Associate Global Partners Limited (AGP) reported its strongest quarterly net inflows since 2017, driving funds under management to $1.72 billion amid successful capital raising and robust investment performance.

Imperial Pacific Limited reports a $652,000 net gain for the half year ending December 31, 2024, driven by strong investment performance and an increased dividend, despite ongoing challenges with its Excelsior Capital stake.

Clime Investment Management has reported a return to profitability in the December half, proposing an interim dividend and unveiling strategic initiatives to drive future growth.

Regal Partners Limited reported a 4.6% rise in funds under management to $18 billion in Q4 2024, driven by record net inflows and acquisitions. The company’s diversified strategies and recent deals underpin a 64% annual FUM growth.