Listed Investment Trusts

What's going on in the LIC and LIT sector of the ASX.

There was plenty happening in February with reporting season wrapping up for the half-year results for those LMIs with a June year-end and full year results for those...

2023 ended with plenty of activity in the LMI market and that activity continued into the new year. Fixed income LITs took advantage of improved trading prices to...

There was plenty of activity coming into the end of the year in the LMI market with a number of LICs/LITs looking to raise capital. Below we take a look at the key...

Last month saw several LICs and LITs announce restructures in a bid to remedy persistent discounts to NTA

It was a relatively light month for news flow in September with reporting season finishing and many preparing for upcoming AGMs. However, there were a few key...

The month of August was dominated by results released by LICs and LITs. In the attached report we take a look at the key news flow for the month as well as providing a...

Among this month's highlights, acquisitions for water entitlements and a slew of dividend declarations.

It was a relatively light month for news in the LMI market in June, as is often the case leading into earnings season. However, there were a few key new items that...

There's currently a dislocation between portfolio value and share/unit prices for LICs and LITs. I look at the factors for why.

During the month of May there were a number of successful SPP's and PPG announced its intention to delist and operate as an unlisted fund. PGG is the latest victim of...

During the month of April, we saw PAI and PMC implement the previously flagged capital management initiatives, capital raisings and new investments. Some of the key...

During the month of March there was a lot of activity in the LMI market with a number of LICs and LITs raising capital through Placements and Share Purchase Plans...

There was plenty of news flow in the LMI market in February with 1H'FY23 reporting season. In the attached report we take a look at the dividends/distributions...

The IIR LMI Monthly Report provides key LMI market news for the month of November as well as IIR research updates and key data points as at 31 October 2022. Key news...

The Grayscale Bitcoin Trust (OTC: GBTC) is a publicly traded investment trust that only holds one asset, bitcoin. It is the oldest and largest listed investment...

The IIR LMI Monthly Report provides key LMI market news for the month of October as well as IIR research updates and key data points as at 30 September 2022.Key news...

There is nothing like waiting for the first Tuesday of November to come around each year to study the form guide. The form guide for the Melbourne Cup of LICs, of...

The IIR LMI Monthly Report provides key LMI market news for the month of September as well as IIR research updates and key data points as at 31 August 2022. Key news...

The FY22 earnings season wrapped up at August-end. The FY22 LIC and LIT Review looks at the LIC and LIT share/unit price and pre-tax NTA/NAV performance for the...