ASX:PMC

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 50 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

Peter Rae

Wilson Asset Management has launched the offer for its new global listed investment company, WAM Global Limited. The LIC will invest in a portfolio of international equities utilising its proprietary Research-Driven and Market-Driven stock selection processes. Whilst Wilson Asset Management does not have a track record in global equities, WAM... Show More

Peter Rae

Independent Investment Research has initiated coverage of Antipodes Global Investment Company (ASX:APL) a listed investment company that invests in a relatively concentrated long/short portfolio of global equities. Many domestic investors exhibit a home country bias, with Australian investor preferences often biased towards products and services that depend substantially on the... Show More

Peter Rae

2017 was a good year for global equity markets and this was reflected in the performance of listed managed investments, with those focused on international equities delivering the best returns. With global markets now displaying greater volatility and some major falls over the past week, performance of individual LMIs in... Show More

Patrick Poke

In a recent presentation, Kerr Neilson, founder and CEO of Platinum Asset Management, told the audience that the current economic environment is in a “situation that is actually quite rare.” Almost all economic indicators are “extremely positive”; everything from global PMIs, to metal prices, oil prices, and even company earnings,... Show More

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Peter Rae

In its latest Monthly Listed Managed Investments Update, Independent Investment Research looks at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers, with one LIC delivering a portfolio return... Show More

Platinum Asset Management

Platinum is pleased to announce the forthcoming launch of two innovative new products. Two new managed funds, Platinum International Fund (Quoted Managed Fund) (ASX code: PIXX) and Platinum Asia Fund (Quoted Managed Fund) (ASX code: PAXX), will shortly be quoted on the Australian Securities Exchange (ASX), and are expected to... Show More

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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

OC Funds Management

During the quarter, we added several new holdings to the portfolio including wealth manager BT Investment Management Group (BTT). BTT was opportunistically added to the portfolio when major shareholder Westpac Group undertook a major sell-down of its holding reducing its stake from 59% to less than 40%. Despite continued strong... Show More