Listed Managed Investment Reports

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.
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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%.
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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.
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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.
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Contango MicroCap Ltd (ASX: CTN) - Small/Micro Cap Stocks - www. contangomicrocap.com.au
Tuesday, September 24, 2013
CTN aims to achieve a return above the benchmark index (All Ordinaries Accumulation Index) and pay regular dividends to investors through investment in a portfolio of ASX listed small/ micro cap stocks. There tends to be increased risk levels when investing in small/micro cap stocks, however, the upside potential can be considerable.
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