Hearts and Minds Investments

Registered Office and Share Registry Office


Hearts and Minds Investments Limited
c/- Boardroom Pty Limited
Level 8, 210 George Street Sydney NSW 2000
Telephone: 

Level 12, Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Email: 

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Hearts and Minds Investments Limited's Monthly Investment Update for December 2025 reveals a pre-tax NTA of $3.60 and a post-tax NTA of $3.36, with a share price of $3.19 (ASX: HM1). The investment performance since inception in 2018 is 10.64% p.a., with a 5.64% annualised fully franked dividend yield. The portfolio was down 2.8% in December, but key holdings like ACM Research and new positions recommended by Magellan Investment Partners in SAP and adidas show promise. The company aims to provide a concentrated portfolio of global securities based on top fund managers' ideas while supporting Australian medical research.

We encourage investors to explore our interactive investor hub for more insights, questions, and feedback. The increase in dividends is planned for the future, contingent on market performance. Check our website for more information on our core fund managers and designated beneficiaries. Reach out with any questions or comments, and stay updated on our latest news and network updates. Your investment trust and feedback are crucial to us.

Hearts and Minds Investments Limited's Monthly Investment Update for December 2025 reveals a pre-tax NTA of $3.60 and a post-tax NTA of $3.36, with a share price of $3.19 (ASX: HM1). The investment performance since inception in 2018 is 10.64% p.a., with a 5.64% annualised fully franked dividend yield. The portfolio was down 2.8% in December, but key holdings like ACM Research and new positions recommended by Magellan Investment Partners in SAP and adidas show promise. The company aims to provide a concentrated portfolio of global securities based on top fund managers' ideas while supporting Australian medical research.

We encourage investors to explore our interactive investor hub for more insights, questions, and feedback. The increase in dividends is planned for the future, contingent on market performance. Check our website for more information on our core fund managers and designated beneficiaries. Reach out with any questions or comments, and stay updated on our latest news and network updates. Your investment trust and feedback are crucial to us.

Since inception, HM1 has delivered an annualised pre-tax investment return of 10.64% p.a. As at 31 December, the current annualised dividend yield is 5.64%, fully franked. 

December Investment Update

Summary