Listed Managed Investment Reports

BKI Investment Company Limited (ASX: BKI) - Initiation of Coverage - Heavily Weighted To The ASX 50
Tuesday, July 18, 2017
BKI’s focus and track-record of delivering a stable, growing and fully-franked dividend (in a very cost effective manner) makes it well suited to both investors in the later stages of their investment lifecycle during which (fully franked) income
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Evans & Partners Global Disruption Fund - Focus on Long Term Capital Growth from Disruptive Innovation
Tuesday, July 4, 2017
The portfolio will be constructed and managed by the Investment Manager, who will draw upon the knowledge, experience and insights of an Investment Committee with a very high degree of industry experience rather than by individuals occupying a traditional portfolio manager role.
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LIC Monthly Report - June 2017
Tuesday, July 4, 2017
Our research coverage of all the Listed Managed Investments in the Sector.
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Australian Foundation Investment Company (AFI) - Rating Upgrade - Largest LIC on the ASX
Sunday, July 2, 2017
IIR has always held AFI in high regard, with a strong team and investment committee, transparency, exceptionally low costs and the benefits of a lengthy track-record. Investors can gain confidence from a long trackrecord in which the Manager has achieved its investment objectives over the long-term 10-year+ period
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Switzer Dividend Growth Fund (ASX: SWTZ) - ASX 100 - Income Streams & Capital Growth
Tuesday, June 13, 2017
SWTZ seeks to provide investors exposure to a portfolio of actively managed large cap stocks with a focus on providing an attractive income stream with the benefits of high levels of franking. Given this objective, we would expect the trust to provide an above market dividend yield over the long-term.
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