Marlin Global Limited Analysis

Overview

Marlin Global is a listed investment company that invests in growing companies based outside of New Zealand and Australia. The Marlin portfolio is managed by Fisher Funds, a specialist investment manager with a track record of successfully investing in growth company shares. The aim of Marlin is to offer investors competitive returns through capital growth and dividends, and access to a diversified portfolio of investments through a single tax-efficient investment vehicle. Marlin listed on the NZX Main Board on 1 November 2007 and may invest in companies that are listed on any approved stock exchange (excluding New Zealand or Australia) or unlisted companies not incorporated in New Zealand or Australia.

Performance

The following information was extracted from Marlin's Full year results, released 18 August 2025

Marlin reports a $0.3m net profit

Highlights

• Net profit after tax for the year ended 30 June 2025 $0.3m

-Total Shareholder return* +2.8%

• Adjusted NAV return** +0.2%
• Dividend return*** +8.5%

Marlin Global Limited (NZX: MLN) today announced a net profit after tax of $0.3m for the 12-month period ended 30 June 2025.

Key elements of the FY25 result include net profits on investment of $4.6m, dividend, interest and other income of $1.2m, offset by expenses, fees and tax of $5.5m.

The adjusted net asset value (NAV) return2 was +0.2% and the gross performance return4 was +2.7%, which were well below the company’s benchmark index5, which was up 14.9%. The total shareholder return1 was +2.8%.