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%.

This publication includes our ratings on the Listed Managed Investments in Australia. This is the largest research available on LICs in Australia.

The company seeks to outperform the S&P/ASX Small Ordinaries Accumulation Index while maintaining a focus on capital preservation, with the company able to hold 100% cash if suitable opportunities cannot be identified.

CTN aims to achieve a return above the benchmark index (All Ordinaries Accumulation Index) and pay regular dividends to investors through investment in a portfolio of ASX listed small/ micro cap stocks. There tends to be increased risk levels when investing in small/micro cap stocks, however, the upside potential can be considerable.

PMGOLD aims to provide investors with exposure to physical gold bullion based in Australian dollars. The gold bullion is stored primarily in the Perth Mint’s vaults in WA. PMGOLD provides access only to physical gold bullion. No dividends are paid by Gold Corporation to holders of PMGOLD. All PMGOLD liabilities are guaranteed by the WA government.