Listed Managed Investments: Quarterly Review

Peter Rae

Independent Investment Research

(LICs), listed investment trusts (LITs), and exchange quoted managed funds (EQMFs). At 31 January 2016, there were 96 LICs and LITs on the ASX, with a collective market capitalization of $ 31.6B. There are a number of new LICs in the pipeline including URB Investments, Contango Global Growth, Plato Income Maximiser and Morphic Ethical Equities Fund. Wilson Asset Management has also announced plans to launch a new microcap LIC in May or June. We provide more detail on some of these entities in our latest LMI Monthly Update. (VIEW LINK)


Peter Rae
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.

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