Listed Investment Trusts

With the end of the year approaching, we take a look back at the performance of LICs and LITs over the year.

Below we take a look at the key news items and announcements during October, which included the commencement of trading of MRE and a new LIC coming to market. In the...

With the FY24 results season all wrapped up in the attached report we take a look at the key news flow for the September as well as provide a review of results for...

There was plenty happening in August with a flurry of results being released. Below provides some of the key news items and announcements during August, which included...

There was a number of LICs/LITs taking advantage of trading at or above NTA/NAV to raise capital with plenty of interest for those LICs/LITs that are delivering strong...

Share/Unit holders of a number of LMIs had their say during the month of June with MGF unitholders approving the exchange to open-ended units, QVE shareholders voting...

We also take a look at what’s driving the discounts for the two largest LICs on the ASX - AFI and ARG.

There was a number of key announcements made by companies and trusts in the LMI sector in April, including a number of restructure proposals for those companies and...

What's going on in the LIC and LIT sector of the ASX.

There was plenty happening in February with reporting season wrapping up for the half-year results for those LMIs with a June year-end and full year results for those...

2023 ended with plenty of activity in the LMI market and that activity continued into the new year. Fixed income LITs took advantage of improved trading prices to...

There was plenty of activity coming into the end of the year in the LMI market with a number of LICs/LITs looking to raise capital. Below we take a look at the key...

Last month saw several LICs and LITs announce restructures in a bid to remedy persistent discounts to NTA

It was a relatively light month for news flow in September with reporting season finishing and many preparing for upcoming AGMs. However, there were a few key...

The month of August was dominated by results released by LICs and LITs. In the attached report we take a look at the key news flow for the month as well as providing a...

Among this month's highlights, acquisitions for water entitlements and a slew of dividend declarations.

It was a relatively light month for news in the LMI market in June, as is often the case leading into earnings season. However, there were a few key new items that...

There's currently a dislocation between portfolio value and share/unit prices for LICs and LITs. I look at the factors for why.

During the month of May there were a number of successful SPP's and PPG announced its intention to delist and operate as an unlisted fund. PGG is the latest victim of...

During the month of April, we saw PAI and PMC implement the previously flagged capital management initiatives, capital raisings and new investments. Some of the key...