Listed Managed Investment Reports

VGI Partners Global Investments Limited (expected ASX code: VG1) -
Sunday, August 6, 2017
The company will provide exposure to an actively managed long/short portfolio of global equities. The Manager will also be eligible for a performance fee of 15% (plus GST) of performance exceeding the high water mark (the previous high NTA).
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BKI Investment Company Limited (ASX: BKI) - Initiation of Coverage - Heavily Weighted To The ASX 50
Tuesday, July 18, 2017
BKI’s focus and track-record of delivering a stable, growing and fully-franked dividend (in a very cost effective manner) makes it well suited to both investors in the later stages of their investment lifecycle during which (fully franked) income
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Evans & Partners Global Disruption Fund - Focus on Long Term Capital Growth from Disruptive Innovation
Tuesday, July 4, 2017
The portfolio will be constructed and managed by the Investment Manager, who will draw upon the knowledge, experience and insights of an Investment Committee with a very high degree of industry experience rather than by individuals occupying a traditional portfolio manager role.
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LIC Monthly Report - June 2017
Tuesday, July 4, 2017
Our research coverage of all the Listed Managed Investments in the Sector.
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Australian Foundation Investment Company (AFI) - Rating Upgrade - Largest LIC on the ASX
Sunday, July 2, 2017
IIR has always held AFI in high regard, with a strong team and investment committee, transparency, exceptionally low costs and the benefits of a lengthy track-record. Investors can gain confidence from a long trackrecord in which the Manager has achieved its investment objectives over the long-term 10-year+ period
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