Listed Investment Trusts

Investor demand for regular income continues to rise, driving more LICs and LITs to lift dividend frequency and raise fresh capital.

August was a busy month for LICs & LITs with results, restructures, buy-backs and dividend shifts making headlines across the market.

There will no doubt be some unhappy investors with many banking on an exit around NTA via the scheme. Read our latest report.

Debt LITs are paying off with 7–9% yields, but price swings and untested credit cycles mean caution and research still matter.

In this edition of the IIR LMI Monthly Update we take a look at the key news in June as well as whether now is the time to be investing in small caps given the RBA...

We look at trade ideas for those investors that are seeking to reduce market exposure historically had a low beta with equity markets.

In this edition of the IIR LMI Monthly Update we take a look at the key news in April as well as some trade ideas given the current dislocation between NTAs/NAVs and...

In the attached IIR LMI Monthly Update we take a look at the key news for March as well as provide a summary of the dividends/distributions declared for the half year...

Below we take a look at the key news items and announcements in the new year, which include more capital raisings from fixed income LITs, new investments from BTI, LIC...

With the end of the year approaching, we take a look back at the performance of LICs and LITs over the year.