Listed Managed Investment Reports

Latest Monthly Listed Managed Investments - News and Sector Review - This is based on IIR Research Data for the Whole Sector
Sunday, December 17, 2017
2017 was an exceptional year for new listed investment company and listed investment trust raisings, with 14 new entities raising a total of $4.2bn via initial public offers. This significantly exceeded the funds raised by new LIC/LIT offers in the previous two years and lifted the total number of LICs & LITs on the ASX to 105 by the end of November 2017.
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Ellerston Global Investments Limited (ASX code: EGI) - Exposure to a Long Only, Actively Managed Concentrated Portfolio of Global Stocks
Sunday, December 17, 2017
Initiation of Coverage - IIR ascribes a Recommended rating. The company was listed in October 2014 and therefore has three years of performance history. The company offers exposure to a concentrated portfolio of global stocks with a small to mid cap bias. Full details are attached in the report.
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Mirrabooka Investments Limited (MIR) - Rating Upgrade
Sunday, November 12, 2017
IIR has upgraded its rating to “Highly Recommended”for MIR. IIR has always held MIR and similarly its sister strategy, AFI, in high regard, with a strong team and investment committee, transparency, low costs and the benefits of a lengthy track-record. Investors can gain confidence from a long track-record in which the Manager has achieved its investment objectives over the long-term (10-year+ period).
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LMI Monthly Update - International LICs Performing Strongly
Sunday, November 12, 2017
We look at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers, with one LIC delivering a portfolio return of 30%.
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LMI Research - Rating Suspension for Aberdeen Leaders Limited (ASX:ALR) - Full Review of ALR is Underway
Thursday, October 19, 2017
We are suspending our “Recommended” rating for ALR following the announcement of the change in management arrangements. This is not a comment about the internalisation of management, but a necessary step given there will be a change in the portfolio management personnel. The ALR Board indicated it will provide further advice regarding the appointment of portfolio management personnel over coming weeks.
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