WAM Income Maximiser Limited (ASX: WMX) listed on the ASX on 30 April 2025. The listed investment company (LIC) raised $150.2 million through the issue of 100.1 million shares at $1.50 per share. The Company provides exposure to a multi-asset portfolio providing exposure to a combination of equity and debt securities with a “balanced” asset allocation. The core asset allocation …

Pacific Equity Partners Capital Solutions Fund (Australasia) (the “Fund”) is an unlisted unit trust available to Wholesale investors that provides exposure to a portfolio of loans to mid-market corporates where their primary operations are in Australia and New Zealand. The Fund provides debt funding in the form of structured capital with protections that seek to minimise downside risk. The Trustee …

In this edition of the LMI Monthly Update we take a look at the key news in May 2025 as well as take a look at LICs and LITs that have exhibited a low beta portfolio since listing when compared to the broader equity market.