ASX:FSI

Listed Managed Investments: Quarterly Review

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 49 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

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Opportunities in Undervalued Global Equity LICs

Peter Rae

Much has been written about the fact that Australian retail investors’ portfolios are heavily weighted to Australian equities, despite the domestic market representing a very small proportion of global equity markets. It is not difficult to understand the reasons for this home bias given the benefits of the dividend franking... Show More

13 LICs at a discount

Peter Rae

In its latest LMI Monthly Update Independent Investment Research discusses why LICs trade at a discount to NTA and highlights 13 LICs trading a discount of more than 5% to pre-tax NTA. It discusses some of the reasons LICs trade at a discount and looks at some potential catalysts for... Show More

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Five LICs at a discount to NTA

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at why listed investment companies trade at discounts and premiums to net tangible asset value. We also take a look at five LICs that are currently trading at large discounts to NTA, look at some of the reasons... Show More

QV Equities: An opportunity to invest outside the top 20

Peter Rae

Independent Investment Research has initiated coverage of QV Equities (ASX:QVE) a listed investment company (LIC) that invests in a diversified portfolio of ASX listed entities outside the S&P/ASX 20 Index. QVE is managed by Investors Mutual Limited (IML), a long established and experienced investment management company with a proven track... Show More

Bell Potter LIC report: September Quarter

Bell Potter

Given that nearly 60% of the Listed Investment Companies (LICs) in our coverage have delivered strong outperformances over its benchmark over the last 10 year p.a. - we still see the compelling proposition a LIC presents in an investment portfolio. In our new LIC Quarterly, Analyst Nathan Umapathy profiles 42... Show More

Looking for value in the listed investment company sector

Peter Rae

In this month’s Independent Investment Research LMI Update we take a look at a number of listed investment companies that are trading at discounts to pre-tax NTA, but have produced strong returns over at least a three year period. From our performance tables we have identified nine LICs that were... Show More