Listed Managed Investment Reports

LMI Monthly Update - August - Review of LICs for Whole Sector
Thursday, October 4, 2018
Latest News on the LIC Sector together with our review of the LICs including those not covered by IIR.
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PM Capital Global Opportunities Fund Limited (ASX: PGF) - High Conviction, Contrarian Investor, Seeking Valuation Anomalies in Good Businesses
Thursday, October 4, 2018
The Fund is managed by an experienced and stable senior team that has a significant alignment of interest with investors by way of equity ownership in PM Capital and significant co-investment in the Fund. The Fund provides a differentiated product offering, with selective and concentrated long term investments providing genuine diversification for the client.
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LMI Monthly - IIR Coverage of LMI for the Whole Sector
Thursday, October 4, 2018
IIR collects its own data in the sector and provides insights into this increasingly growing and popular sector.
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WAM Global Limited (Expected ASX code: WGB) - Exposure to an Actively Managed, Benchmark Unaware Portfolio of Global Securities
Monday, May 14, 2018
The portfolio will be managed using a combination of the Manager’s proprietary market-driven and research-driven investment approaches, which are used to manage the portfolios of six other LICs, including WAA, WAM, WAX, WLE, WMI and CYA. The Manager has the ability to short stocks, however, we expect the portfolio to have a long bias with minimal short exposure at any given time.
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LIC Monthly Sector Review - 12-Month LIC Returns Remain Positive Despite Falls in March quarter
Monday, May 14, 2018
This review is based upon data collected by the IIR Research Team of the whole sector including those listed managed entities that do not participate in our research scheme.
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