• 28.7% shareholder return for FY26
• Fully franked final dividend of 7.5 cents per share
• Minimum FY27 dividend guidance of 16.0 cents per share
• Portfolio return net of fees and expenses at 32.9%
• Outperformance against MSCI World and S&P/ASX 200

PM Capital Global Opportunities Fund Ltd's annual report for FY26 highlights a significant 28.7% return for shareholders, driven by strong performance across various sectors including European banks, commodities, and healthcare. The company also announced a fully franked final dividend of 7.5 cents per share, payable on 8 October 2026. The board has set a minimum dividend guidance of 16.0 cents for FY27, with at least 8.0 cents expected in both the interim and final dividends. The fund's portfolio achieved a net return of 32.9%, outperforming the MSCI World and S&P/ASX 200 indices. The report emphasizes the fund's focus on high-conviction, long-term investments and its ability to navigate market volatility.

FY27 dividend guidance of minimum 16.0 cents per share, with at least 8.0 cents each in interim and final dividends

The fund anticipates inflation, artificial intelligence, and government spending to be key themes in FY27, positioning its portfolio to benefit from these trends.