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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December 23, 2021
Plato Income Maximiser Limited (ASX: PL8) Review – 22 December 2021
Plato Income Maximiser Limited (ASX: PL8, or “the Company”) has a dual objective: (1) deliver an income yield, including franking credits and after fees, in excess of that provided by the benchmark ............
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December 2, 2021
LMI Monthly Update
In this edition of the LMI Monthly Update we take a look at some of the key news events as well as providing performance updates. ...
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November 10, 2021
Clime Capital Limited (ASX:CAM) – Initiating Coverage
Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long history, with the Company...........
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November 9, 2021
Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX:LSGE) – Initiating Coverage
Loomis Sayles Global Equity Fund (Quoted Managed Fund), (ASX: LSGE) (the “Fund”) is a newly listed Exchange Traded Managed Fund (ETMF), also known............
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November 4, 2021
LMI Monthly Update – Are you Doubling Down on your Aussie Large Cap Exposure?
In this edition of the LMI Monthly Update we take a.................
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October 28, 2021
Antipodes Global Investment Company Ltd (ASX:APL) – Corporate Action Report: Proposed Exchange of APL Shares into AGX1 Units
On 9 August 2021, APL announced that they have entered into a Scheme of Arrangement (“Scheme”) with Antipodes Global Shares (Quoted Managed Fund) (ASX: AGX1), an existing.........
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October 4, 2021
Qualitas Real Estate Income Fund (ASX: QRI) Review – October 2021
The Qualitas Real Estate Income Fund (ASX: QRI) is a Listed Investment Trust (LIT) that
listed on the ASX in November 2018, raising $231.2m through the issue of 144.5m ordinary fully paid units at $1.60 per unit....
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September 30, 2021
LMI Monthly Update – September 2021
The September edition of the LMI Monthly Update covers.........
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September 14, 2021
Sandon Capital Investments Limited (ASX: SNC) Profile – September 2021
Sandon Capital Investments Limited (ASX: SNC) listed on the ASX in December 2013. The portfolio is managed Sandon Capital Pty Ltd, a deep-value Australian equities............
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