Listed Investment Trusts

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.

Below we take a look at the key news items and announcements during October, which included the commencement of trading of MRE and a new LIC coming to market. In the...

With the FY24 results season all wrapped up in the attached report we take a look at the key news flow for the September as well as provide a review of results for...

There was plenty happening in August with a flurry of results being released. Below provides some of the key news items and announcements during August, which included...

There was a number of LICs/LITs taking advantage of trading at or above NTA/NAV to raise capital with plenty of interest for those LICs/LITs that are delivering strong...

Share/Unit holders of a number of LMIs had their say during the month of June with MGF unitholders approving the exchange to open-ended units, QVE shareholders voting...

We also take a look at what’s driving the discounts for the two largest LICs on the ASX - AFI and ARG.

There was a number of key announcements made by companies and trusts in the LMI sector in April, including a number of restructure proposals for those companies and...

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...