Funds

In its latest LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 59 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 to NTA.

There are three additions to our coverage in this review:

  • Regal investment Fund (ASX:RF1)
  • Perpetual Credit Income Trust (ASX:PCI); and
  • Pengana Private Equity Trust (ASX:PE1)

Click on the link to access a full copy of the review.



john stevens

Hi Peter , my name is john , do you have any insight or views on cdm , I bought them last year at $1.24 over the course of this year they have declined to around $0,80 also the dividend has been reduced . I would like to sell but don't know when, thanks .

Jim Fountain

Hi Peter I have a small SMSF and have accumulated in the last 6 months 3 LIC's which have done well I would like to purchase shares in a further 3 Funds. Have very little idea of LIC financial scenarios so would depend on a recommendation from someone like yourself. Do you offer such an individual service or do I have to rely on the LMI Monthly Updates? Regards Jim Fountain 07 55 701 740