Listed Managed Investment Reports

US Select Private Opportunities Fund III - Walsh & Co - Invest in Boutique Private Equity Funds in US
Sunday, June 26, 2016
USP provides investors the opportunity to gain access to a portfolio of US boutique private equity funds with ASX liquidity. While USP is listed, the underlying investments are not liquid with the Fund not able to exit investments with ease. As such investors should have a long-term investment horizon to realise the full potential of the underlying investments.
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Listed Investment Companies - March 2016 Quarterly Review
Wednesday, June 15, 2016
This is the largest research review of the LIC sector in the Australian market.
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WAM Leaders Limited - Exposure to ASX 200 - Regular Dividend Stream - Significant Management Experience in LICs
Monday, April 25, 2016
WAM Leaders Limited (expected ASX code: WLE) is a newly created listed investment company (LIC) seeking to list on the ASX. The company seeks to raise a minimum of $16.5m and a maximum of $209m through the issue of fully paid ordinary shares at $1.10.
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Listed Investment Companies - Quarterly Review - December 2015
Thursday, March 17, 2016
This is broadest research review of LICs in Australia. The best performing portfolio (pre-tax NTA plus dividends) over the December quarter was BST, with a 14.9% increase in portfolio value. The portfolio was also the best performing portfolio for the year 2015.
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LIC Monthly Update - July 2016 - Coverage of all LICs and Recent News
Tuesday, February 2, 2016
Given the large number of new LICs that have listed in recent times, we have decided to conduct a ratings review of the LICs under our coverage. While the growth in the number of LICs offers investors greater choice and exposure to a broader range of investment themes, many of the new LICs are small, have limited liquidity and are yet to establish consistent track records.
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