Listed Investment Trusts

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...

The MCP Income Opportunities Trust (ASX:MOT) is set to debut on the ASX today and is the latest in a growing pool of listed alternative income offerings. The MOT offer...

One of the most anticipated IPOs of 2019 is set to kick off at the end of April. Regal Funds Management is seeking to raise $500 million for a new Listed Investment...