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Hearts and Minds Investments Ltd ( (AU:HM1) ) has issued an announcement.
Hearts and Minds Investments reported a revised December 2025 monthly update after correcting its stated investment performance figures, confirming an annualised pre-tax return of 10.78% since its 2018 inception and a fully franked annualised dividend yield of 5.64% at 31 December, with pre-tax NTA at $3.60, post-tax NTA at $3.36 and the share price at $3.19. The portfolio fell 1.8% in December, underperforming the MSCI World Accumulation Index (AUD), while the 2025 Conference portfolio started strongly, led by ACM Research, and core manager Magellan Investment Partners added new European holdings SAP and adidas, signalling ongoing refinement of the global equity mix and reinforcing the strategy of combining shareholder returns with growing medical research funding.
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 runs a concentrated portfolio of 25–35 long-only global equities, sourced from the highest-conviction ideas of selected fund managers. Distinctively, the company forgoes traditional investment management fees and instead donates to leading Australian medical research organisations, having contributed more than $83.7 million in cumulative funding, and targets both capital growth and fully franked dividend income for shareholders.
Average Trading Volume: 198,159
Technical Sentiment Signal: Buy
See more data about HM1 stock on TipRanks’ Stock Analysis page.