Independent Investment Research new monthly listed managed investments (LMI) update

Peter Rae

Independent Investment Research

In our first monthly LMI update we comment on some key events in the sector over the past few weeks including the management buyout of the Contango MicroCap management contract and the successful listing of WAM Leaders. We also look at performance for the year and highlight the best and worst performing LMIs and those trading at significant discounts and premiums to NTA. Our data tables offer a comprehensive view of the entire sector including up to date performance metrics for every LIC/LIT. We also provide investment ratings for 30 LICs/LITs.


Peter Rae
Independent Investment Research

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.