Listed Managed Investment Reports

Listed Managed Investment - Quarterly Research Update for June 2014 - Largest Survey of LICs in Australia
Friday, August 8, 2014
Detailed review of Listed Investment Companies - our view of Manager's performance and fees is included in the publication.
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Barrack St Investments (ASX: BST) - High Conviction Portfolio of Mid to Small Cap Stocks
Tuesday, July 15, 2014
The Manager has a mandate to invest in ex-50 ASX-listed stocks and unlisted companies that are expected to list within a 6-month period. The portfolio will be a long-only actively managed portfolio with the objective of generating moderate-to-high returns over the long-term.
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Listed Managed Investment - Quarterly Research Update for March 2014 - Largest Survey of LICs in Australia
Thursday, July 3, 2014
At March-end 2014, there were 51 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $23.9B, and 96 exchange-traded products (ETPs) with a total market cap of $10.7B. Over the 12 months to 31 March 2014, the market cap of LICs grew 26.5%
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Listed Managed Investment - Quarterly Research Update for December 2013
Monday, April 7, 2014
At December-end 2013, there were 51 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $23.8B, and 94 exchange-traded products (ETPs) with a total market cap of $10B.
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Listed Managed Investment - Quarterly Research Update for September 2013 - Largest Survey of LICs in Australia
Sunday, December 22, 2013
The small cap portfolios performed the best over the September quarter, with small cap stocks performing strongly. CTN’s portfolio (pre-tax NTA plus dividends) being the best performer over the September quarter with the portfolio increasing 20.7%. WIC, NCC and MIR has the next best performing portfolios, all of which increased in excess of 15%.
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