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).

Please select a sector to filter the reports

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 ........................
Register to Dowload
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...........
Register to Dowload
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....
Register to Dowload
March 31, 2022

LMI Monthly Update – 31 March 2022

In this edition of the IIR LMI monthly update, we take a look at the key news for the sector in March. There was a number of Share Purchase Plans (SPP's) announced and completed during the month as LICs and LITs seek to raise additional capital.........
Register to Dowload
March 29, 2022

Pengana Private Equity Trust (ASX: PE1) – Review

The Pengana Private Equity Trust (ASX: PE1) is a listed investment trust (LIT) providing exposure to a portfolio of global private market investments. The Trust is coming...............
Register to Dowload
March 8, 2022

Flagship Investments Limited (ASX: FSI) Review

Flagship Investments Limited (ASX: FSI) is a listed investment company (LIC) that invests in a concentrated portfolio of .............
Register to Dowload
March 1, 2022

IIR LMI Monthly Update – LIC/LIT Dividends Flow for Shareholders

Reporting season for the 1H’FY22 has now come to an end. In the below report .......................
Register to Dowload
February 7, 2022

Partners Group Global Income Fund (ASX: PGG) Review

Partners Group Global Income Fund (ASX: PGG) (the “Fund”) is a Listed Investment Trust (LIT) that listed on the ASX in September 2019, raising $550m through...............
Register to Dowload
December 23, 2021

Metrics Master Income Trust (ASX: MXT) Review – 23 December 2021

Metrics Master Income Trust (ASX:MXT) (the “Trust”) listed in October 2017 raising $516m through the issuance of 258m units at a price of $2.00 per unit. Since listing the Trust has ....................
Register to Dowload