Listed Managed Investment Reports

LIC Monthly Report - Review of All LICs & Quoted Managed Funds - Dividends Focus and Latest News
Wednesday, October 5, 2016
Our research team undertakes a analysis on the LIC sector including LICs that are not covered under the IIR research scheme.
Download Report
Asian Masters Fund (ASX: AUF) - Provides Exposure to Select Asian Equities Fund Managers
Sunday, September 25, 2016
The Fund is benchmark unaware, with the Investment Manager, Walsh & Company Asset Management Pty Limited taking distinct country, sector and thematic tilts as expressed by the selection and portfolio weighting of the underlying fund managers.
Download Report
LIC Quarterly Research Report - June
Tuesday, September 20, 2016
Small caps continued to outperform large caps, with the S&P/ASX Small Ordinaries Accumulation Index rising 5.8% over the quarter and 14.4% for the 12 months to June 2016. This disparity in performance was reflected in the performance of LICs, with the Australian large cap share focused LIC portfolios
Download Report
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