Listed Managed Investment Reports

India Fund Limited - Indian Listed Large to Mid Cap Equities - Managed by Kotak
Monday, July 25, 2016
The strategy will be based on the ALPS Kotak India Growth Fund which has a 5-year track-record, commencing in February 2011. The ALPS Kotak India Growth Fund however has its basis in two longer running funds, the Kotak India Growth Fund (large caps mandate) and the Kotak India Mid-Caps Fund, both of which have a 10-year track-record.
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US Select Private Opportunities Fund III - Walsh & Co - Invest in Boutique Private Equity Funds in US
Sunday, June 26, 2016
USP provides investors the opportunity to gain access to a portfolio of US boutique private equity funds with ASX liquidity. While USP is listed, the underlying investments are not liquid with the Fund not able to exit investments with ease. As such investors should have a long-term investment horizon to realise the full potential of the underlying investments.
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Listed Investment Companies - March 2016 Quarterly Review
Wednesday, June 15, 2016
This is the largest research review of the LIC sector in the Australian market.
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WAM Leaders Limited - Exposure to ASX 200 - Regular Dividend Stream - Significant Management Experience in LICs
Monday, April 25, 2016
WAM Leaders Limited (expected ASX code: WLE) is a newly created listed investment company (LIC) seeking to list on the ASX. The company seeks to raise a minimum of $16.5m and a maximum of $209m through the issue of fully paid ordinary shares at $1.10.
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Listed Investment Companies - Quarterly Review - December 2015
Thursday, March 17, 2016
This is broadest research review of LICs in Australia. The best performing portfolio (pre-tax NTA plus dividends) over the December quarter was BST, with a 14.9% increase in portfolio value. The portfolio was also the best performing portfolio for the year 2015.
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