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An update from Hearts and Minds Investments Ltd ( (AU:HM1) ) is now available.
Hearts and Minds Investments Limited reported a 2.8% portfolio decline in December 2025, underperforming the MSCI World Accumulation Index (AUD), which fell 1.0% over the month, though since its 2018 inception the company has delivered an annualised pre-tax investment return of 10.64% and a fully franked annualised dividend yield of 5.64%. The update highlighted a strong early contribution from the 2025 Conference portfolio, particularly ACM Research, which rose 18% in December and more than 50% since purchase into early January 2026, while core manager Magellan Investment Partners added new positions in German-listed SAP and adidas, signalling continued conviction in global growth names even as the fund maintains a modest 5% cash weighting and lifts its cumulative medical research funding to $83.7 million.
The most recent analyst rating on (AU:HM1) stock is a Hold 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 Limited is an Australian listed investment company that provides a concentrated portfolio of 25–35 long-only global equities based on the highest-conviction ideas from selected fund managers. Distinctively, the company forgoes traditional investment fees and instead donates to leading Australian medical research organisations, having cumulatively directed tens of millions of dollars to this sector since inception in 2018.
Average Trading Volume: 200,103
Technical Sentiment Signal: Buy
For an in-depth examination of HM1 stock, go to TipRanks’ Overview page.