Listed Managed Investment Reports

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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Switzer Dividend Growth Fund (ASX: SWTZ) - ASX 100 - Income Streams & Capital Growth
Tuesday, June 13, 2017
SWTZ seeks to provide investors exposure to a portfolio of actively managed large cap stocks with a focus on providing an attractive income stream with the benefits of high levels of franking. Given this objective, we would expect the trust to provide an above market dividend yield over the long-term.
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LIC Monthly Report - May 2017
Tuesday, June 6, 2017
Our Comprehensive Research coverage and commentary for the sector for the period ended May 2017.
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Chapmans Limited (ASX: CHP) - Early Stage & Seed Capital Investor - High Conviction
Monday, May 22, 2017
Value creation for CHP’s shareholders is expected from the ability of the company to guide each of its technology based investments to commercialisation, provision of fee paying corporate services, and staged funding as milestones are reached.
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