Listed Managed Investment Reports
Latest LIC Monthly Update - Review of Price and Performance of all LICs - Comprehensive Review of all LICs with Research Picks
Sunday, November 6, 2016This 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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LIC Monthly Report - Review of All LICs & Quoted Managed Funds - Dividends Focus and Latest News
Wednesday, October 5, 2016Our research team undertakes a analysis on the LIC sector including LICs that are not covered under the IIR research scheme.
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Asian Masters Fund (ASX: AUF) - Provides Exposure to Select Asian Equities Fund Managers
Sunday, September 25, 2016The 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.
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LIC Quarterly Research Report - June
Tuesday, September 20, 2016Small 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
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Milton Corporation (ASX: MLT) - "Best of Breed" for Exposure to Australian Equities
Monday, August 29, 2016It is one of the older breed of LICs with internal management and a low expense ratio of just 0.13%.
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