Managing LIC discounts and premiums

Peter Rae

Independent Investment Research

Over last 12 months listed investment company (and trust) discounts have widened and, where they existed, premiums have narrowed or turned into discounts. This waxing and waning of premiums and discounts has been part and parcel of LIC investing for many years. This can provide opportunities for investors but also make it difficult for investors looking to exit discounted LICs or gain access to quality LICs trading at premiums. In its latest LMI Monthly Update, Independent Investment Research takes a look at how LICs might look to manage discounts and premiums and discusses some options used overseas. We also offer some comment on the Magellan High Conviction Trust and VGI Partners Asian Investments. Click on the link below to view our report.


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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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