Listed Managed Investment Reports

Listed Managed Investment - Quarterly Research Update for March 2014 - Largest Survey of LICs in Australia
Thursday, July 3, 2014
At March-end 2014, there were 51 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $23.9B, and 96 exchange-traded products (ETPs) with a total market cap of $10.7B. Over the 12 months to 31 March 2014, the market cap of LICs grew 26.5%
Download Report
Listed Managed Investment - Quarterly Research Update for December 2013
Monday, April 7, 2014
At December-end 2013, there were 51 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $23.8B, and 94 exchange-traded products (ETPs) with a total market cap of $10B.
Download Report
Listed Managed Investment - Quarterly Research Update for September 2013 - Largest Survey of LICs in Australia
Sunday, December 22, 2013
The small cap portfolios performed the best over the September quarter, with small cap stocks performing strongly. CTN’s portfolio (pre-tax NTA plus dividends) being the best performer over the September quarter with the portfolio increasing 20.7%. WIC, NCC and MIR has the next best performing portfolios, all of which increased in excess of 15%.
Download Report
Listed Managed Investment - Quarterly Research Update for June 2013 - Largest Survey of LICs in Australia
Monday, October 14, 2013
This publication includes our ratings on the Listed Managed Investments in Australia. This is the largest research available on LICs in Australia.
Download Report
NAOS Emerging Opportunities Company Limited (NCC) - Concentrated Portfolio of ASX-Listed Emerging Companies - www.naosasset.com.au
Thursday, October 10, 2013
The company seeks to outperform the S&P/ASX Small Ordinaries Accumulation Index while maintaining a focus on capital preservation, with the company able to hold 100% cash if suitable opportunities cannot be identified.
Download Report