Listed Managed Investment Reports

IIR Stamping Fee Observations for Treasurers' Consultation Process
Tuesday, February 11, 2020
The purpose of this submission from Independent Investment Research (IIR) is not put forward a position one way or the other on stamping fees. As an independent research house IIR is removed from those interactions and, secondly, IIR is agnostic with respect to investment vehicle type. What IIR is not agnostic about is a motivation to see the highest quality and appropriately diverse range of investment strategies being made available to Australian retail investors.
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NB Global Corporate Income Trust (ASX Code: NBI) -
Tuesday, February 11, 2020
IIR maintains its “RECOMMENDED PLUS” rating to the NB Global Corporate Income Trust. IIR retains conviction in the Investment Manager’s ability to achieve the stated investment objectives, notwithstanding the emergence of some market related downside risks to coupon level payments. This is based on a comprehensive, proven and repeatable investment process
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KKR Credit Income Trust - 7 Year Track Record - A Weighted Average All-in-Yield of 8.5% - Listing Late November
Monday, November 11, 2019
The Trust provides exposure to two underlying credit investment strategies, specifically a long-term target portfolio allocation of 50-60% to the Global Credit Opportunities Fund (‘GCOF’) and a long-term target allocation of 40-50% to the European Direct Lending (‘EDL’) investment strategy
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Magellan High Conviction Trust (ASX:MHH) - An ASX-listed trust investing in 8 - 12 of Global Stocks Targeting a 3% Cash Distribution Yield
Monday, November 11, 2019
MHH will replicate the Magellan High Conviction Fund (‘MHCF’), which has a 6.5 year track record and has performed strongly. The Trust is an extremely concentrated global equities mandate that historically, by way of MHCF, has been materially overweight to technology stocks
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SelfWealth SMSF Leaders ETF (ASX: SELF) - Globally Unique Product - Seed Investment by Graham Tuckwell’s ETFS - Underlying IP Behind the Investment Strategy
Monday, November 11, 2019
The methodological basis for the portfolio construction of the Index utilises a combination of time weighted performance, equal weighting diversification, valuation and a Solactive A200 Index filter (a replication of the S&P/ASX 200 Index), with all stocks outside the ASX 200 excluded
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