Listed Managed Investment
Managed Investments – Research for this sector is provided a 12 months basis and is published quarterly. Our research is based upon a rating system. Our rating system is discussed separately. Our research profiles includes managed investments both in the listed and unlisted sector which includes listed investment companies, exchange traded funds and exchange traded companies. IIR is plays an important role in raising awareness for the investment industry by profiling these investments on a quarterly basis.
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February 11, 2020
NB Global Corporate Income Trust (ASX Code: NBI) –
IIR maintains its “RECOMMENDED PLUS” rating to the NB Global Corporate Income Trust. IIR retains conviction in the Investment Manager’s ability to achieve the stated investment objectives, notwithstanding the emergence of some market related downside risks to coupon level payments. This is based on a comprehensive, proven and repeatable investment process...
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November 11, 2019
KKR Credit Income Trust – 7 Year Track Record – A Weighted Average All-in-Yield of 8.5% – Listing Late November
The Trust provides exposure to two underlying credit investment strategies, specifically a long-term target portfolio allocation of 50-60% to the Global Credit Opportunities Fund (‘GCOF’) and a long-term target allocation of 40-50% to the European Direct Lending (‘EDL’) investment strategy...
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November 11, 2019
Magellan High Conviction Trust (ASX:MHH) – An ASX-listed trust investing in 8 – 12 of Global Stocks Targeting a 3% Cash Distribution Yield
MHH will replicate the Magellan High Conviction Fund (‘MHCF’), which has a 6.5 year track record and has performed strongly. The Trust is an extremely concentrated global equities mandate that historically, by way of MHCF, has been materially overweight to technology stocks...
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November 11, 2019
SelfWealth SMSF Leaders ETF (ASX: SELF) – Globally Unique Product – Seed Investment by Graham Tuckwell’s ETFS – Underlying IP Behind the Investment Strategy
The methodological basis for the portfolio construction of the Index utilises a combination of time weighted performance, equal weighting diversification, valuation and a Solactive A200 Index filter (a replication of the S&P/ASX 200 Index), with all stocks outside the ASX 200 excluded...
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November 11, 2019
VGI Partners Asian Investments Limited (ASX: VG8) – Will Offer Investors Exposure to An Actively Managed Long-Short Portfolio of International Equities
In Asia, the focus will be on companies listed in countries with a robust and reliable legal system, strong corporate governance and developed capital markets...
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November 11, 2019
Qualitas Real Estate Income Fund (ASX code: QRI) – Entitlement Offer Overview & Update
The Manager announced a 1 for 1 pro-rata non-renounceable entitlement offer to existing unitholders. The Manager is seeking to raise up to a maximum $266m at an offer price of $1.60 through a maximum issue of 166m new units....
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November 11, 2019
LIC Monthly – News & Research Overview on the Whole Sector
Monthly Report based upon the data collected by the IIR Research Team...
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November 11, 2019
LMI Market Review – September 2019
A comprehensive review of LMIs covered by our research team including individual profiles of the Managers...
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November 11, 2019
LIC Monthly – September 2019
LIC News & Research Overview of the whole sector....
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