Listed Managed Investment Reports

Listed Investment Company - Quarterly Research for Period ending September 2014
Thursday, December 18, 2014
This is our largest quarterly review of LICs in Australia - At September-end 2014, there were 61 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $25.1B. Over the 12 months to 30 September 2014, the market cap of LICs grew 15.1%
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CBG Capital Limited - (ASX: CBG) - Exposure to Domestic Equities - Suit Long Term Investors
Wednesday, November 5, 2014
The portfolio will be managed by CBG Asset Management Limited (CBG), a boutique asset management firm that was established in 2001. The company will pay the Manager 1%p.a of the net value of the portfolio and a 20% performance fee for performance in excess of the S&P/ASX 200 Accumulation Index, subject to a high watermark
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NAOS Absolute Opportunities Company Limited (NAC) - Absolute Return - Long/ Short - Investing in both Domestic & International Equties
Wednesday, October 8, 2014
NAC will have a concentrated long/short portfolio of domestic and international equities. The absolute return and low correlation objectives of the portfolio may make an investment in the company suitable for investors seeking to diversify an investment portfolio.
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Listed Managed Investment - Quarterly Research Update for June 2014 - Largest Survey of LICs in Australia
Friday, August 8, 2014
Detailed review of Listed Investment Companies - our view of Manager's performance and fees is included in the publication.
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Barrack St Investments (ASX: BST) - High Conviction Portfolio of Mid to Small Cap Stocks
Tuesday, July 15, 2014
The Manager has a mandate to invest in ex-50 ASX-listed stocks and unlisted companies that are expected to list within a 6-month period. The portfolio will be a long-only actively managed portfolio with the objective of generating moderate-to-high returns over the long-term.
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