Listed Managed Investment Reports

QV Equities Limited (QVE) - An Opportunity To Invest Outside the Top 20
Thursday, March 23, 2017
IML uses a high conviction, fundamental bottom up investment process and has a highly capable and proven investment team. QVE has a two-and-a-half year track-record and has outperformed the benchmark since inception. QVE may be suited to investors who have a high degree of exposure to the S&P/ASX 20 Index and would benefit from industry, sector and company diversification by way of S&P/ASX ex 20 Index exposure. Our research report contains more details, including our investment rating for QVE.
Download Report
Quarterly Research Ratings Review
Sunday, March 19, 2017
This is the most comprehensive research review of the sector with detailed rating profiles on each LIC together with our analysis.
Download Report
WAM Research Limited (WAX) - Ratings Upgrade to Highly Recommended
Tuesday, March 7, 2017
The Manager focuses its investments on undervalued growth companies predominantly in the mid and small-cap sectors. WAX also provides exposure to value arbitrages and market mispricing opportunities. WAX aims to deliver investors a stream of fully franked dividends as well as provide capital growth.
Download Report
URB Investments Limited (URB)
Sunday, March 5, 2017
The actively managed investment portfolio will comprise ASX-listed equities, unlisted direct properties and a degree of cash. The equities portfolio will comprise at least 50% of the total portfolio and will consist of companies that the Manager has identified as being exposed to the multiple and growing forces of urban renewal and regeneration.
Download Report
LIC Monthly Report - February 2017
Thursday, March 2, 2017
Our commentary and analysis on the whole LIC Sector including recent news in the space.
Download Report