Listed Managed Investment Reports

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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Gryphon Capital Income Trust (expected ASX code: GCI) - Specialises in Managing Fixed Income Strategies For Institutional Clients
Monday, May 14, 2018
The objective of the Manager is to provide a monthly income stream with a focus on capital preservation.
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Listed Investment Quarterly Review - Our Research Review of the LICs that participate in IIR's LIC Research Scheme based on data collected by our Research Team
Monday, April 2, 2018
Our Research Coverage of LICs continues to grow and we now have the widest coverage of LICs as compared to any other research house. We
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eInvest Income Generator Fund - (Expected ASX code: EIGA) - Mirrors the Strategy Perennial Value Shares for Income trust (PVSFI)
Wednesday, March 21, 2018
IIR holds the Manager in high regard, with a strong and stable team and investment committee, proven processes and solid performance track-record. Structurally, the Fund will benefit from its listed status and high degree of portfolio transparency. The offer structure creates a strong alignment with investors’ interests, with the Manager bearing all establishment and listing fees.
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