Top fund manager backs these 3 ASX 200 shares to shine in FY26

Let's see who they are.

| More on:
Happy shareholders clap and smile as they listen to a company earnings report.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Not all fund managers are created equal in the world of corporate finance.

And in Australia, FY25 belonged to Chester Asset Management's investment strategy.

As reported in the Australian Financial Review, the Melbourne-based fund manager beat 119 other strategies to top Mercer's investment performance survey.

All up, Chester delivered a 25.4% return for the financial year, before fees.

Not a bad outcome considering the S&P/ASX 200 Index (ASX: XJO) returned 13.2% during the same period, when including dividends.

So, what drove Chester's standout performance?

Its approach is centred on identifying assets which it considers to be underappreciated, and that led to strong positions in several of FY25's top-performing stocks.

These included shipbuilder and defence contractor Austal Limited (ASX: ASB), copper developer Develop Global (ASX: DEV), as well as a collection of gold stocks.

But which unloved companies is Chester backing in FY26?

Let's meet three candidates tipped to shine.

CSL Ltd (ASX: CSL)

CSLis a global biotechnology business with a history dating back more than a century.

Today, the company specialises in developing and manufacturing medicines derived from human plasma, as well as vaccines and other biotherapies.

More specifically, CSL operates across three distinct business divisions.

Its Seqirus business is among the world's largest influenza vaccine providers.

The group's Behring division is centred on plasma-derived therapies for rare and serious diseases.

And the recently acquired Vifor business is focused on therapies for kidney-related conditions.

However, CSL has been making the news for less favourable reasons over the past few weeks.

Earlier this month, President Donald Trump said that pharmaceutical imports into the US could be subject to 200% tariffs starting next year.

Fears over the potential impact of such measures have caused some uncertainty for CSL's operations.

At the close of business on Friday, its shares were trading at $267.92 apiece.

This represents a 13% decline from the same time last year.

Mineral Resources Ltd (ASX: MIN)

Mineral Resourcesis a diversified resources business with its operations spanning lithium, iron ore, and gas production, in addition to providing mining services.

In recent times, the company has been hampered by a series challenges, including last year's closure of its Yilgarn iron ore hub in Western Australia.

More recently, the group has faced governance issues including an ASIC probe into founder Chris Ellison which prompted planned leadership changes.

And weakness in the lithium market has further weighed on the company's performance, contributing to a sharp decline in its share price.

Mineral Resources shares closed out last week at $32.32 apiece, down by 40% from twelve months ago.

Nufarm Ltd (ASX: NUF)

Nufarmis an agricultural chemicals and seed technology company.

Since its inception in 1956, the group has evolved into a major provider of herbicides, fungicides, insecticides, and specialty seed platforms for global markets.

It operates under two business segments: crop protection and seed technologies.

In May, the company reported an underwhelming set of numbers for its seed technology division for the first half of FY25, including a 71% year-on-year drop in operating earnings (EBIT).

This muted outcome prompted the board of directors to initiate a strategic review of the business.

The market responded with a sharp sell-off in the company's shares.

Nufarm shares closed at $2.66 apiece on Friday, which marks a 40% decline over the past year.

Motley Fool contributor Bart Bogacz has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Austal and CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Share Market News

Winning woman smiles and holds big cup while losing woman looks unhappy with small cup
Share Gainers

Here are the top 10 ASX 200 shares today

It was a dour Tuesday for ASX investors.

Read more »

Broker looking at the share price.
Broker Notes

Broker ratings on 6 ASX shares about to join the ASX 200

These 6 companies will enter the ASX 200 in the December quarter rebalance. Should you buy them?

Read more »

Percentage sign on a blue graph representing interest rates.
Share Market News

ASX 200 turbulent following the RBA interest rate decision

ASX investors will need to accept plenty of uncertainty on the outlook for interest rates in 2026.

Read more »

Piggy bank on US flag with stock market data.
Share Market News

US stocks outperform ASX 200 for third consecutive year: Is it time to bail?

In the year to date, the S&P 500 Index is up 16.4% while the ASX 200 is up 5%.

Read more »

A happy elderly woman smiles and cheers as she looks at good investment news on her laptop.
Broker Notes

Macquarie forecasts this $3.4 billon ASX healthcare share is set surge 33%

Macquarie tips material outperformance from this ASX healthcare share in 2026.

Read more »

Cheerful businessman with a mining hat on the table sitting back with his arms behind his head while looking at his laptop's screen.
Share Market News

Regis Resources delivers gold exploration update

Regis Resources released an exploration update, reporting positive drilling results at Garden Well, Beamish South, Rosemont, Ben Hur and Tropicana.

Read more »

Buy now written on a red key with a shopping trolley on an Apple keyboard.
Share Market News

10 most-traded ASX shares last week

Some new companies joined the top-10 list for the first week of December.

Read more »

A large transparent piggy bank contains many little pink piggy banks, indicating diversity in a share portfolio.
Best Shares

Wesfarmers shares offer one thing no other ASX 100 stock does – can it last?

This company offers a unique, key advantage for investors.

Read more »