Latest Investment Portfolio News

Whitefield Industrials reported a 4% decline in net profit for the half-year to September 2025 but maintained a strong fully franked dividend and delivered portfolio returns above its benchmark.

London City Equities and Excelsior Capital have settled their legal dispute, with Excelsior agreeing to a company-managed liquidation and delisting from the ASX by June 2026. This resolution avoids costly litigation and refocuses London City on its investment strategy.

WAM Income Maximiser Limited has successfully raised $148 million through a Share Purchase Plan and Placement, expanding its funds under management beyond $300 million and declaring fully franked dividends with growth guidance through early 2026.

Navigator Global Investments appoints Roger Davis as new Chair and suspends dividends to prioritize capital for growth and new partnerships.

WCM Global Growth Limited reported a robust FY2025 with net profit soaring to $69.5 million and a 31% portfolio return, prompting increased dividends and a successful $76.7 million capital raise.

CVC Limited has announced an offer of $50 million in redeemable, unsecured notes (CVC Notes 3), combining a New Money Offer and a Reinvestment Offer for existing CVCHA holders. The notes will pay floating quarterly interest and are expected to be listed on the ASX under code CVCHB.

L1 Long Short Fund reported a 7.2% net return for FY2024-25 and announced a shift to quarterly dividends, reflecting confidence despite a challenging market environment.

WAM Income Maximiser Limited has declared fully franked dividends for November and December 2025, supported by a 10.3% portfolio gain since inception and positive guidance for early 2026.

ANZ Group Holdings reported a 10% decline in cash profit for FY2025 despite an 8% rise in operating income, maintaining its dividend amid significant restructuring and regulatory costs.

Macquarie Group reported a solid half-year profit increase despite a sequential dip, boosted by strong asset management and capital markets performance. The group also extended its share buyback and declared a steady interim dividend.

The GPT Group has reported robust occupancy and sales growth across its property portfolios for the September quarter 2025, prompting an upgrade to its full-year earnings guidance.

ASF Group Limited reported a solid cash position of $2.44 million as of September 2025, driven by strategic investment moves and technology development, while extending its share buyback program.