Listed Managed Investment Reports

Latest LIC News & Update on the Sector
Monday, November 5, 2018
Welcome to our latest LIC Monthly prepared by our Research Team based on data collected our Analysts on the Sector.
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Hearts and Minds Investments Limited (ASX code: HM1) - Portfolio of the Highest Conviction Stock Picks - From Select Group of Fund Managers - For Charitable Cause - Advancement of Medical Research
Sunday, October 14, 2018
The company offers a unique opportunity to gain access to a portfolio of the highest conviction ideas from a select group of fund managers with the added benefit of contributing to Australian medical research institutes to support the development of new and improved treatments across a range ofspecialities.
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LMI Monthly - Sector Review of all LICs/ LITs including those not covered by IIR. Includes latest News and discussion on upcoming IPOs
Sunday, October 14, 2018
All data here is sourced by our Research team and no reliance is made upon any other data providers. The data includes information provided by LIC / LIT managers who participate in our research scheme together with our own collection data in the sector.
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Qualitas Real Estate Income Fund (expected ASX code: QRI) - Provide Direct and Indirect Exposure to a Portfolio of Secured Commercial Real Estate Loans
Sunday, October 14, 2018
One of, if not the, most important aspect of a Trust such as this is the Manager, with the performance of the Trust wholly dependent on the Manager’s credit risk assessment, deal structuring and loan management capabilities. We note that the Manager has largely been operating in a benign credit environment and a deterioration in the credit environment may result in the Trust experiencing some loan impairments.
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WAM Microcap Limited (ASX code: WMI) - Proven Research Process - Experienced Team
Thursday, October 4, 2018
The investment process has proven successful over the long-term, particularly in the small cap space. The WMI portfolio has performed well since listing in June 2017 allowing the LIC to pay dividends totalling six cents per share fully franked for FY2017. We have initiated on WMI with a Recommended Plus rating.
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