Listed Managed Investment Reports

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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MCP Master Income Trust (ASX: MXT) - Debt-Specialist Fund Manager - Exposure To a Portfolio of Loans to Australian Companies
Monday, March 19, 2018
IIR ascribes the MCP Master Income Trust a “RECOMMENDED PLUS” rating. MXT represents something of a unique investment proposition for Australian retail clients, providing exposure to a diversified portfolio of direct-lending corporate loans and by way of a liquid LIT structure.
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Antipodes Global Investment Company Limited (ASX: APL) - Global Equities, High-Conviction Portfolio, Proven Track-Record, Highly Experienced Team
Sunday, March 18, 2018
The long portfolio has materially outperformed the benchmark while currency has added slightly in excess of the targeted 1.5% p.a. alpha returns. We note alpha attribution by sector and geography has been broad, reflecting well on the overall strength of the team.
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Lowell Resources Fund (Expected ASX Code: LRT) - High Risk-Return Investment - Concentrated Portfolio - Junior Resource Companies
Sunday, March 11, 2018
The small investment team has diverse and directly relevant experience in the resources sector, with both members being qualified geologists and significant experience in resources financing and investment. Tempering this positive, however, we do note that there is significant key man risk and apart from duties with the Fund the team members are also engaged in other non-related activities.
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