Listed Managed Investment Reports
Magellan Global Trust (Expected ASX Code:MGG) - High Conviction, Relatively Concentrated Global Equities
Saturday, September 16, 2017IIR ascribes a “Recommended Plus” rating for MGG. IIR holds the Manager in high regard,
with a strong and stable team and investment committee, proven processes and strong
performance track-record. Additionally, we are impressed with the Manager’s approach,
processes, and track-record in downside risk mitigation and capital preservation
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Hunter Hall Global Value Limited (ASX: HHV) - Concentrated Portfolio of International Equities
Wednesday, August 30, 2017After assessing the new structure and strategy of the company, IIR has reinstated the Hunter Hall Global Value Limited (HHV) rating of Recommended.
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LIC Monthly July 2017 - Latest LIC News and Research Overview of the Sector
Sunday, August 6, 2017This publication covers all the LICs in the sector and supports IIR Quarterly Research Ratings Scheme
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VGI Partners Global Investments Limited (expected ASX code: VG1) -
Sunday, August 6, 2017The company will provide exposure to an actively managed long/short portfolio of global equities. The Manager will also be eligible for a performance fee of 15% (plus GST) of performance exceeding the high water mark (the previous high NTA).
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BKI Investment Company Limited (ASX: BKI) - Initiation of Coverage - Heavily Weighted To The ASX 50
Tuesday, July 18, 2017BKI’s focus and track-record of delivering a stable, growing and fully-franked dividend (in a
very cost effective manner) makes it well suited to both investors in the later stages of their investment lifecycle during which (fully franked) income
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