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Listed Managed Investments: Monthly review

Peter Rae

In our latest monthly Listed Managed Investments update, we look at the outperformance of small cap LMI’s, the headwinds large cap LMI’s are facing from the banks, and the tailwinds the international LMI’s are enjoying from strong global markets.

We also discuss our initiation of PM Capital Global Opportunities Fund, outline some LMI’s we are undertaking research on, as well as some new offers in the pipeline. In addition we put the spotlight on Ellerston Global Investments, managed by an investment management team with significant global equities experience. The management fee is one of the lowest of the peer group, and we think the removal of the options overhang is a positive for potential new investors.


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