2025 February NorthStar Monthly Report
We are pleased to share our February 2025 report for the NorthStar Impact Australian Equities Fund. The portfolio returned -3.69% in February with reporting season seeing mixed results and strong market moves due to low levels of liquidity. The fund saw two takeover announcements including Mayne Pharma at a 37% premium and Envirosuite at a 133% premium. The largest negative contributions were from Integral Diagnostics, Environmental Group, and Mesoblast while the largest positive contributions were from Mayne Pharma, Charter Hall Social Infrastructure REIT, and Aspen Group.
Read the full monthly report here.