Our Research

Listed Managed Investment

Listed Managed Investments – Research for this sector is provided on an ongoing basis. Our research includes Listed Investment Companies (LICs), Listed Investment Trusts (LITs), and Exchange Traded Managed Funds (ETMFs).

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August 15, 2022

Metrics Income Opportunities Trust (ASX: MOT) – Initiating Coverage

Metrics Income Opportunities Trust (ASX:MOT) (“MOT” or the “Trust”) listed in April 2019 raising $300m through the issue of 150m units at a price of $2.00 per unit. Since listing the Trust has grown to a market cap of in excess of...... ...
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August 3, 2022

IIR LMI Monthly Update – 3 August 2022

The IIR LMI Monthly Report provides key LMI market news for the month of July as well as IIR research updates and key data points as at 30 June 2022....
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June 30, 2022

IIR LMI Monthly Update – 30 June 2022

The IIR LMI Monthly Report provides key LMI market news for the month of May as well as IIR research updates and key data points as at 31 May 2022. ...
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June 14, 2022

Tribeca Global Natural Resources Limited (ASX: TGF) – Review

Tribeca Global Natural Resources Limited (ASX: TGF) is a listed investment company (LIC) that listed in October 2018, raising $157.5m through the issue of ............
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June 1, 2022

Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (ASX: VNGS) – Initiating Coverage

The Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (the “Fund”) is a newly established Exchange Traded Managed Fund (ETMF) with the ASX ............
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June 1, 2022

Magellan FuturePay (Managed Fund) Review – 30 May 2022

FPAY is an exchange traded managed fund (ETMF) that seeks to provide investors predictable, monthly distributions that grow with inflation, with .........
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May 9, 2022

NB Global Corporate Income Trust (ASX: NBI) Review

NB Global Corporate Income Trust (ASX: NBI) listed on the ASX on 26 September 2018, raising $413m. To further increase market liquidity and satisfy latent investor demand the Manager has completed ........................
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May 9, 2022

ECP Emerging Growth Limited (ASX: ECP) Review

ECP Emerging Growth Limited (ASX: ECP), previously Barrack St. Investments Limited, listed on the ASX in August 2014, raising $16.0m through the issue of 16.0m shares at $1.00 per share. ECP provides exposure...........
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May 2, 2022

IIR LMI Monthly Report – 2 May 2022

This edition of the IIR LMI monthly Report looks at the key news in the market during April 2022 and provides key data for the market as at 31 March 2022....
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