Listed Investment Trusts

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...

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

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

In this edition of the IIR LMI monthly update, we take a look at the key news for the sector in June and provide the key data points as of 31 May 2022.Some of the key...

In this edition of the IIR LMI monthly update, we take a look at the key news for the sector in May as well as provide the key data points as of April 30th, 2022. Some...

In this edition of the IIR LMI monthly update, we take a look at the key news for the sector in April as well as provide the key data points as at 31 March 2022. In...

There were several Share Purchase Plans announced and completed during the month as LICs and LITs seek to raise additional capital to take advantage of market...

PE1 has not only done everything right to date, it has also exceeded all expectations. And there is a multiplicity of reasons for this, as detailed in the report. In...

Bell Potter analyst Hayden Nicholson provides helpful insight on how investors can best unlock value in options/convertible securities in the listed investment company...