Listed Managed Investment Reports

LIC Quarterly Report - Coverage of LICs Continues to Expand - Detailed Review & Research Recommendations
Monday, December 19, 2016
We have added the following five listed managed investments (LMIs) to our coverage since our June 2016 LMI Quarterly Review. We are also undertkaking research on a number of other LMIs including Forager Australian Shares Fund (FOR), Perpetual Investment Company (PIC), QV Equities (QVE) and Chapmans. (CHP). We expect to publish our research on these entities in coming weeks.
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Contango MicroCap Ltd (CTN) - Ratings Suspended - Under Review
Thursday, December 15, 2016
We hold some significant concerns in relation to the addition of a new manager given the potential for differences in style and process to the existing manager. Details of the new manager have not been released so at this stage we cannot assess whether the investment style and process are consistent with CTN’s objectives. Nor can we assess the quality, or performance track record of the new manager.
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LIC Research - Feature Article in ASA Magazine
Monday, December 5, 2016
Our Senior Analyst Peter Rae has a feature article in November's issue of the ASA Magazine.
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LIC Monthly Report - Small Cap LICs Continue to Shine
Monday, December 5, 2016
IIR Research Team covers all LICs and we include performance data for all the LICs - also included is the latest news in the sector.
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Latest LIC Monthly Update - Review of Price and Performance of all LICs - Comprehensive Review of all LICs with Research Picks
Sunday, November 6, 2016
This difference in performance between the sectors was again reflected in the performance of LICs, with the Australian large cap share focused LICs portfolio (pre-tax NTA plus dividends) returning an average of 10.0% for the 12 months while the mid/small cap focused LIC portfolio returns averaged 18.3%.
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