Listed Managed Investments

Among this month's highlights, acquisitions for water entitlements and a slew of dividend declarations.

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...

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...

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...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

The level of funds raised by new listed managed investment IPOs exceeded $4bn in 2019, an increase on the $3.3bn raised the previous year despite fewer new listings....

We have now completed the first quarter of FY2020 and of LMIs tracked by IIR the Small Cap focused LICs were the standout. The Small Cap focused LICs managed to return...

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...

Over last 12 months listed investment company (and trust) discounts have widened and, where they existed, premiums have narrowed or turned into discounts. This waxing...

The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities...