Listed Managed Investment Reports

LIC Quarterly Research Report - June
Tuesday, September 20, 2016
Small caps continued to outperform large caps, with the S&P/ASX Small Ordinaries Accumulation Index rising 5.8% over the quarter and 14.4% for the 12 months to June 2016. This disparity in performance was reflected in the performance of LICs, with the Australian large cap share focused LIC portfolios
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Milton Corporation (ASX: MLT) - "Best of Breed" for Exposure to Australian Equities
Monday, August 29, 2016
It is one of the older breed of LICs with internal management and a low expense ratio of just 0.13%.
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K2 Australian Small Cap Fund (Hedge Fund) (ASX: KSM)
Monday, August 15, 2016
KSM is an exchange traded managed fund (ETMF) - invests in a portfolio of ASX listed small cap stocks.
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K2 Global Equities Fund (Hedge Fund) (ASX: KII)
Monday, August 15, 2016
KII is an exchange traded managed fund (ETMF) that seeks to invest in a portfolio of global equities.
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Listed Investment Company - August Research Update
Thursday, August 11, 2016
This research covers all LICs and is the first publication monthly publication which will now complement our quarterly publication.
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