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Hearts and Minds Investments Ltd ( (AU:HM1) ) just unveiled an announcement.
Hearts and Minds Investments Limited reported a 4.92% portfolio decline in March 2026, underperforming the MSCI World Accumulation Index (AUD), which fell 3.17%, as heightened geopolitical volatility and a risk-off environment weighed on execution-sensitive, China-linked and cyclical stocks. Consumer discretionary holdings weakened alongside softer global growth expectations, while mega-cap technology and structural growth names were more resilient and select positions such as Cameco and Live Nation Entertainment partially offset losses.
Despite six months of disappointing relative performance, the company has made few portfolio changes, citing continued high conviction from its underlying fund managers and an ongoing focus on close monitoring and communication. Hearts and Minds confirmed an increased fully franked dividend of 9.5 cents per share, payable on 16 April 2026, implying an annualised net dividend yield of 6.81% at 31 March 2026, while maintaining a modest 4% cash weighting and reaffirming its dual mandate of investment returns and medical research funding.
More about Hearts and Minds Investments Ltd
Hearts and Minds Investments Limited is an Australian listed investment company that runs a concentrated portfolio of 25–35 long-only global equities, sourced from the highest conviction ideas of selected fund managers. Instead of charging traditional investment fees, the company donates to leading Australian medical research organisations, and has provided cumulative funding of $90.5 million to date.
Average Trading Volume: 199,771
Technical Sentiment Signal: Hold
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