Listed Managed Investment Reports

Milton Corporation (ASX: MLT) - "Best of Breed" for Exposure to Australian Equities
Monday, August 29, 2016
It is one of the older breed of LICs with internal management and a low expense ratio of just 0.13%.
Download Report
K2 Australian Small Cap Fund (Hedge Fund) (ASX: KSM)
Monday, August 15, 2016
KSM is an exchange traded managed fund (ETMF) - invests in a portfolio of ASX listed small cap stocks.
Download Report
K2 Global Equities Fund (Hedge Fund) (ASX: KII)
Monday, August 15, 2016
KII is an exchange traded managed fund (ETMF) that seeks to invest in a portfolio of global equities.
Download Report
Listed Investment Company - August Research Update
Thursday, August 11, 2016
This research covers all LICs and is the first publication monthly publication which will now complement our quarterly publication.
Download Report
India Fund Limited - Indian Listed Large to Mid Cap Equities - Managed by Kotak
Monday, July 25, 2016
The strategy will be based on the ALPS Kotak India Growth Fund which has a 5-year track-record, commencing in February 2011. The ALPS Kotak India Growth Fund however has its basis in two longer running funds, the Kotak India Growth Fund (large caps mandate) and the Kotak India Mid-Caps Fund, both of which have a 10-year track-record.
Download Report