Listed Managed Investment Reports

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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LMI Research - Monthly Sector Review with Latest LMI News in the Sector
Wednesday, October 4, 2017
We cover all the listed managed investments based upon our own data collected in the sector. We also look at the most recent news in the sector.
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K2 Australian Small Cap Fund (Hedge Fund) (ASX: KSM)
Tuesday, September 26, 2017
K2 Australian Small Cap Fund, is an Active Exchange Traded Fund (Active ETF). KSM was listed in December 2015 and is one of two Active ETFs managed by K2 Asset Management Ltd. KSM provides exposure to an actively managed, index unaware, long/short portfolio of ASX and NZ small cap stocks with an absolute return objective.
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