Henderson Far East Income (HFL)•HY22•Released 1 November 2021Investment income hit a record $37.2m but NAV return trailed benchmark by 10.1ppRecord income and a 3.00x NAV per share lifted the fund to an upper-range $452.6m, yet the 7.2% NAV total return lagged the benchmark's 17.3% and thePublished 22 April 2026Read briefing→
Marlin Global (MLN)•FY21•Released 24 August 2021Portfolio return of 46.7% beat benchmark by 8.9pp, NTA up 24.3%A record $69.2m NPAT reflects $77.3m of net investment gains, but recurring dividend income remains a small slice of total return.Published 22 April 2026Read briefing→
Barramundi (BRM)•FY21•Released 24 August 2021Record $52.3m profit as portfolio returned 37.6%, beating benchmark by 9.5ppHeadline NPAT was dominated by $53.9m of portfolio gains while investment income fell 6.5%, leaving distributions only 40.5% covered.Published 22 April 2026Read briefing→
Australian Foundation Investment Company (AFI)•FY21•Released 26 July 2021Portfolio returned 31.9% vs 29.1% benchmark, but NPAT fell 2.2%Capital returns rebounded with the market, but income from holdings stayed subdued, leaving distributions only 106% covered by investment income.Published 22 April 2026Read briefing→
Templeton Emerging Markets Investment Trust Plc (TEM)•FY21•Released 8 June 2021NAV up 45.9% on a 54.5% portfolio return; revenue earnings retreatedCapital gains drove a £934.4m profit, but the higher 29p total payout was only 86.7% covered by revenue earnings.Published 23 April 2026Read briefing→
Kingfish (KFL)•FY21•Released 27 May 2021Portfolio returned 41.1%, beating benchmark by 12.9 pointsNTA per share hit a fresh high of $1.77, but recurring investment income fell 10.9% and covered only 25.4% of distributions paid.Published 22 April 2026Read briefing→