ASX:WAM

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

The number of listed investment companies and trusts continued to grow during 2018 and, based on ASX data, there were 114 LICs & LITs at the end of November 2018 with a combined market capitalisation of $41.3bn. Show More

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Wilson Asset Management

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on Tuesday, 20 November. Members of the Wilson Asset Management investment team will provide an overview of the Australian and global equity markets, highlight interesting investment... Show More

Daryl Wilson

We are proud to present our second annual form guide for the 'LIC Cup'. This race is even bigger than the Melbourne Cup! There is approximately $35 billion of gamblers' (investors') money at stake in this sector, so the stakes are certainly a lot higher! Show More

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Peter Rae

Whilst the number of listed investment companies and trusts continues to grow due to new offers coming to market, there has been an increase in the amount of corporate activity in the listed managed investment space over recent weeks. Show More

Peter Rae

Until recently there have been few opportunities for investors to gain fixed interest exposure by investing in listed investment companies and trusts. The listing of MCP Master Income Trust in October 2017 breathed some new life into the sector and the number of fixed income opportunities continue to grow. In... Show More

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Peter Rae

IIR is initiating coverage of WAM Microcap (ASX:WMI) a listed investment company that invests in a portfolio of ASX-listed micro cap stocks. The company is managed by Wilson Asset Management which uses its proven research process to select stocks for the portfolio. The Manager has an investment team with considerable... Show More

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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Livewire Exclusive

Investors have more choice than ever before to access different asset classes and investment strategies through the fast-growing Listed Investment Companies sector. If you’re thinking about investing in LICs, the Australian Shareholders Association (ASA) will host the inaugural Listed Investment Company Showcase this October, providing a unique opportunity to hear... Show More

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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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Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

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Wilson Asset Management

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on Tuesday, 15 May. Members of the Wilson Asset Management investment team will provide an overview of the Australian and global equity markets, highlight interesting investment... Show More

Peter Rae

In its latest Monthly LMI Update, Independent Investment Research takes a look at listed managed investment returns for the past quarter and 12 months and highlights the best performing LICs/LITs over the past five years. We also highlight the five largest discounts and premiums to pre-tax NTA and take a... Show More

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at the recent listed investment company reporting season which saw a majority of LICs report higher earnings and many pay higher dividends to their shareholders. We also highlight the top 10 yielding LICs under our coverage and discuss... Show More

Peter Rae

Independent Investment Research has initiated coverage of MCP Master Income Trust (ASX:MXT), a listed investment trust that invests in a diversified portfolio of loans to Australian companies. It does so through investments in several wholesale funds managed by Metrics Credit Partners (MCP), an Australian debt-specialist fund manager with significant direct... Show More