Listed Managed Investments: Quarterly Review

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 to NTA.

There are four additions to our coverage this quarter;

  • Antipodes Global Investment Company (ASX:APL),
  • Lowell Resources Fund (ASX:LRT),
  • MCP Master Income Trust (ASX:MXT) and
  • Plato Income Maximiser (ASX:PL8).

Click below to access a full copy of the review.


Peter Rae

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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Ben

Hi Peter, Thank you for the report. I am wondering the March Quarter report whether is the latest report, please ? Thank you.

Medium photo sep 16 s

Peter Rae

Hi Ben, Yes this is the latest quarterly report. Once all data has been released by the various LICs for the end of June, we will start preparing the June Quarter Report. Our latest monthly report (June) has just been published today. Regards, Peter.

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Anthony Connellan

Hello Peter; Are all the funds listed in this report "closed end" LIT's? I know that FOR & MGG are but am unsure about others. Tony

Medium photo sep 16 s

Peter Rae

Hi Tony, All the LIC's and LITs in the report are closed ended, but there are two Active ETFs in the report - K2 Australian Small Cap Fund (KSM) and Switzer Dividend Growth Fund (SWTZ). As ETFs, these funds are open-ended.

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