Latest Investment Portfolio News

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.

WAM Strategic Value Limited has declared an increased fully franked dividend following an 8.6% rise in its investment portfolio for FY2025, showcasing resilience amid market volatility.

WAM Strategic Value reported a near 50% drop in net profit for FY2025 but maintained its fully franked dividend, supported by an 8.6% portfolio gain that outperformed market downturns.

Whitefield Income Limited has reported a $7.8 million net profit in its first seven months as an ASX-listed company, alongside steady monthly dividends annualised at 8%. The company’s portfolio outperformed its benchmark, signaling a promising start post-IPO.

Schaffer Corporation reported a 16% rise in underlying net profit for FY25, driven by strong Automotive Leather and Delta divisions, while maintaining its dividend and appointing a new CEO to steer future growth.

Dexus’s 2025 annual results reveal stable cash flows, robust occupancy rates, and a positive shift in property valuations, underscoring its resilience amid evolving market conditions. The company’s sustainability leadership and strategic divestments position it well for the next growth phase.

Sandon Capital Investments Limited reported a robust FY25 with a 28.2% total shareholder return, driven by a 32.2% gross portfolio gain and a $24.65 million net profit. The company also announced a fully franked quarterly dividend, underscoring its commitment to shareholder income.

Teaminvest Private Group Limited (TIP) reported a robust FY25 with 13% growth in operating cashflow and strategic investments positioning it for continued expansion.

Centuria Capital Group reported a modest revenue increase and higher operating profits for FY25, yet securityholder returns declined notably. The final dividend was declared amid stable net asset values.

Challenger Limited reported a 9% increase in normalised net profit after tax for FY25, driven by strong Life business cash earnings and resilient Funds Management performance despite net outflows. The company also announced an 11% dividend increase and provided positive FY26 EPS guidance amid ongoing regulatory reforms.

Challenger Limited reported a solid 9% rise in normalised NPAT to $456 million for FY25, alongside an 11% dividend increase to 29.5 cents per share, underscoring its strategic momentum and capital strength. The company’s outlook for FY26 remains positive, with guidance pointing to continued growth and shareholder returns amid evolving retirement income reforms.

Charter Hall Retail REIT reported a solid FY25 with a $4.3 billion property portfolio post-CCRF transaction, stable earnings, and a strategic acquisition of Hotel Property Investments enhancing income growth. The REIT also commits to net zero emissions by 2025, underscoring its sustainability leadership.