Latest Portfolio Performance News

Earlypay Limited has withdrawn its FY26 earnings guidance due to increased costs and credit losses, signaling a cautious outlook despite solid growth in new business.

Bailador Technology Investments has increased the valuations of its portfolio companies Updoc and PropHero, driving a notable uplift in net tangible assets per share and signaling strong early performance in FY26.

GPT Group has announced an estimated 12.0 cents per security distribution for the second half of 2025, alongside key dates for investor events in 2026.

MFF Capital Investments appoints Gerald Stack as CEO and Managing Director, signaling a strategic evolution with a proposed dividend increase to 10 cents per share.

Acrux Limited has sold the US registration and distribution rights for its Prilocaine 2.5% and Lidocaine 2.5% cream for US$550,000, redirecting resources towards its growing Hormone Replacement Therapy portfolio.

Flight Centre Travel Group has agreed to acquire UK online cruise leader Iglu for £122 million, boosting its cruise sector footprint and upgrading FY26 profit guidance. The deal promises immediate earnings accretion and strategic expansion into key global markets.

Ironbark Capital reported an 8.4% portfolio return for FY25 and announced plans to rebrand and introduce quarterly dividends to address its persistent discount to net tangible assets.

ECP Emerging Growth Limited reported a modest 2.4% return for FY2025, lagging the ASX Small Ordinaries Index, but is pursuing new strategies including a pre-IPO fund investment and a special dividend to address shareholder value concerns.

Whitefield Income Limited has launched a A$53 million placement at a 5.2% discount to recent prices, aiming to bolster its investment strategy with fresh capital.

Abacus Group reported a solid FY25 with modest growth in funds from operations and stable distributions, underpinned by strong leasing activity and a diversified commercial portfolio. The Group also highlighted significant progress in sustainability and reaffirmed its FY26 guidance amid improving market conditions.

Growthpoint Properties Australia reported a robust FY25 with funds from operations exceeding guidance, expanded funds management assets, and achieved its Net Zero emissions target ahead of schedule. The company reaffirmed positive FY26 outlook amid leadership changes and ongoing sustainability commitments.

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.