Listed Managed Investment Reports

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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H2Ocean Limited - Exposure to Portfolio of Early and Growth Private Fintech Ventures
Friday, January 1, 2016
H2Ocean Limited (proposed ASX code: H2O) is a venture company seeking to list on the ASX. The company is seeking to raise a minimum of $27.5m and a maximum of $55m through the issue of shares at $1.10.
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Hunter Hall Global Value Limited (ASX: HHV) - Domestic & International Equities - Small to Mid Cap Bias
Wednesday, December 23, 2015
The Manager invests in a concentrated portfolio of up to 60 stocks and applies an ethical screen to stocks in the portfolio and will not invest or remove stocks that do not meet the ethical requirements.
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