Latest Investment Strategy News

360 Capital Mortgage REIT (ASX – TCF) has announced a non-renounceable 1-for-1 entitlement offer to raise approximately $45.2 million, aiming to expand its senior loan investments secured by Australian real estate. The offer includes an oversubscription facility and a shortfall offer targeting wholesale and institutional investors.

QBE Insurance Group has updated its dividend announcement, confirming a 31-cent ordinary dividend for the first half of 2025 alongside detailed pricing for its Dividend Reinvestment and Bonus Share Plans.

360 Capital Mortgage REIT has introduced a voluntary Distribution Reinvestment Plan allowing unitholders to reinvest monthly distributions into additional units at net asset value without transaction costs. This move aims to enhance investor returns while maintaining capital preservation and transparency.

BHP Group Limited has updated its dividend notification, confirming a fully franked USD 0.60 per share dividend for the first half of 2025, with detailed currency conversion rates and multiple payment options.

Elanor Commercial Property Fund’s Independent Board Committee has unanimously recommended rejecting Lederer Group’s unsolicited $0.70 per security takeover offer, citing significant undervaluation and strategic risks. The committee advises securityholders to take no action until a detailed target’s statement is released.

Ausbil Investment Management has launched the Ausbil Active Dividend Income Fund – Active ETF, targeting tax effective income and potential capital growth through an actively managed Australian equities portfolio. The Fund will trade on the ASX AQUA market under ticker DIVI, featuring a 0.85% management fee and monthly distributions.

Desane Group Holdings has sold its commercial property at 13 Sirius Road, Lane Cove for $8.7 million, marking a strategic shift to fund future growth opportunities.

WAM Income Maximiser Limited has declared a fully franked dividend for September, reflecting robust portfolio growth since its April 2025 launch. The investment portfolio has outperformed benchmarks, positioning the company well for its income return targets.

Elanor Funds Management has lodged an application with the Takeovers Panel contesting disclosure deficiencies in Lederer’s takeover bid for Elanor Commercial Property Fund. The dispute centers on transparency around ownership, management, and strategic intentions.

Platinum Investment Management has disclosed a significant partial redemption of approximately $580 million by a major client, expected to impact funds under management in October and November 2025.

Ryder Capital Limited reports a striking 12.75% preliminary gain in its investment portfolio for August 2025, lifting its pre-tax net tangible assets per share to $1.964 before dividend payout.

Fat Prophets Global Contrarian Fund Ltd has reported a robust 56% increase in net profit for the year ended 30 June 2025, driven by strong investment returns and a leveraged global equity portfolio. The company also declared a fully franked special dividend, reflecting confidence in its ongoing performance.