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An announcement from Hearts and Minds Investments Ltd ( (AU:HM1) ) is now available.
Hearts and Minds Investments reported a modest portfolio gain of 0.21% in January, outperforming the MSCI World Accumulation Index (AUD), which fell 2.14%, and maintaining an annualised pre-tax return of 10.68% since its 2018 inception. The company’s shares traded at $3.14 with pre-tax NTA of $3.61 and a fully franked annualised dividend yield of about 5.7%, supported by a latest final dividend of 9.0 cents per share.
Recent performance was driven by strong contributions from the 2025 Conference portfolio, notably ACM Research, up 75% since purchase, and Brookdale Senior Living, up 63% since November, while new core manager Prusik Investment Management also outperformed, aided by gains in Hong Kong names AIA, Swire Pacific, and CK Hutchison. The update underscores HM1’s ability to generate competitive returns while continuing to fund medical research, reinforcing its differentiated position in the listed investment company market for investors seeking both performance and social impact.
The most recent analyst rating on (AU:HM1) stock is a Buy with a A$3.50 price target. To see the full list of analyst forecasts on Hearts and Minds Investments Ltd stock, see the AU:HM1 Stock Forecast page.
More about Hearts and Minds Investments Ltd
Hearts and Minds Investments Ltd is an Australian listed investment company that runs a concentrated, long-only portfolio of 25–35 global securities based on the highest conviction ideas of respected fund managers. Instead of charging traditional investment fees, the company donates to leading Australian medical research organisations, and has cumulatively directed $83.7 million to this cause as at 31 January 2026.
Average Trading Volume: 172,531
Technical Sentiment Signal: Sell
For an in-depth examination of HM1 stock, go to TipRanks’ Overview page.