ASX:WHF

WHITEFIELD LIMITED

Peter Rae

Reporting season has just ended and so we take a look at how the listed investment companies under our coverage fared over that time. We continue to remind investors that the best way to measure performance of LICs is to look at total returns, either portfolio returns or share price... Show More

Patrick Poke

The last few years has been a golden age for LICs. Starting in 2013, the removal of commissions on unit trusts as part of the “Future of Financial Advice” (FOFA) reforms levelled the playing field. More recently, buoyant capital markets and fund managers looking for stable pools of capital have... Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 50 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 47 listed investment companies, listed investment trusts and active ETFs including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts and premiums... Show More

Peter Rae

In its latest LMI Monthly Update Independent Investment Research discusses why LICs trade at a discount to NTA and highlights 13 LICs trading a discount of more than 5% to pre-tax NTA. It discusses some of the reasons LICs trade at a discount and looks at some potential catalysts for... Show More

Peter Rae

For the reporting season just finished there were 24 listed investment companies covered by Independent Investment Research that reported full year results. Out of this 24, there were 14 LICs that experienced earnings declines. This reflected lower dividend income, particularly for those LICs that have capital account status, and also... Show More

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research looks at the performance of the LIC sector over the 12 months to 30 June 2017. The Australian large cap share focused LICs benefited from solid market performance over that time with the five largest LICs delivering an average portfolio return... Show More

Peter Rae

Independent Investment Research has initiated coverage of QV Equities (ASX:QVE) a listed investment company (LIC) that invests in a diversified portfolio of ASX listed entities outside the S&P/ASX 20 Index. QVE is managed by Investors Mutual Limited (IML), a long established and experienced investment management company with a proven track... Show More

Peter Rae

In our latest Monthly LMI Update, Independent Investment Research looks at performance across the listed investment company (LIC) sector. With company reporting season underway, a number of the large cap focused LICs have already reported their earnings results. A general theme running through these results is that reported earnings are... Show More