Listed Managed Investments

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 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...

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...

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...

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...

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...

There were several Share Purchase Plans announced and completed during the month as LICs and LITs seek to raise additional capital to take advantage of market...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

The level of funds raised by new listed managed investment IPOs exceeded $4bn in 2019, an increase on the $3.3bn raised the previous year despite fewer new listings....

We have now completed the first quarter of FY2020 and of LMIs tracked by IIR the Small Cap focused LICs were the standout. The Small Cap focused LICs managed to return...

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...

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...

The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities...