Listed Investment Trusts

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...

Bell Potter Securities' Hayden Nicholson has named three standout listed investment companies in the stockbrokers' September Quarterly report on the sector, including...

Daryl Wilson returns with the ever-popular Melbourne Cup of LICs. "To win the real Melbourne Cup requires a horse that is well-trained, has a great jockey, and...

In the September 2021 edition of the IIR LMI Monthly, we review some of the key news events and do a dividend stocktake post the FY21 reporting seasons. As a whole,...

In the August edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on Antipodes Global Investment Company Limited (ASX: APL),...

The chart on LICs you don’t see in the media Just as all leading equities market indices are based on a market cap weighted methodology, on a FUM or market cap...

This month we continue our analysis of the relationship between a LIC/LIT's size, (measured by market capitalisation) and the discount/premium to net tangible...

It's Melbourne Cup day, and once again we’ve rummaged through the Listed Investment Company bargain bin to come up with our best LIC picks for the 12 months ahead....

ASX listed debt trusts are trading at material discounts to the value of their underlying assets, which presents potential opportunities for investors to derive...

Will we return to NAV? That is a hard question to answer, but there is still a lot of meat on the bone here – both in terms of capital upside but also cash yield. ...

The MCP Master Income Trust (ASX:MXT) has generated a return of 5.5% p.a. net of all fees and costs since listing in October 2017 and 5.8% over the 12 months to March...

The listed investment company (LIC) and listed investment trust (LIT) market in Australia has been growing steadily, with its total market cap up nearly 12 per cent...

The MCP Master Income Trust (ASX:MXT) listed in 2017 with the objective of providing income to investors via regular monthly distributions. Since listing, MXT has paid...