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 17, 2023
WAM Microcap Limited (ASX: WMI) – Review
WAM Microcap Limited (ASX: WMI) is a listed investment company (LIC) that provides exposure to an actively managed portfolio of primarily ASX-listed micro cap stocks. ...
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August 17, 2023
WAM Capital Limited (ASX: WAM) – Review
WAM Capital Limited (ASX: WAM) is a listed investment company (LIC) that provides exposure to an actively managed portfolio of ASX and NZ listed equities. ...
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August 17, 2023
WAM Active Limited (ASX: WAA) – Review
WAM Active Limited (ASX: WAA) is a listed investment company (LIC) that listed on the ASX in January 2008, raising $15.4 million through the issue of 15.4 million fully paid ordinary share at $1.00 per share. ...
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July 31, 2023
WCM Quality Global Growth Fund (Quoted Managed Fund) (ASX: WCMQ) – Initiation of Coverage
WCM Quality Global Growth Fund (Quoted Managed Fund) (ASX: WCMQ) (“WCMQ” or the “Fund”) is an exchange traded managed fund (ETMF) that listed on the ASX in September 2018....
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July 31, 2023
WCM Global Growth Limited (ASX: WQG) – Review
WCM Global Growth Limited (ASX: WQG) is a listed investment company (LIC) that listed on the ASX in June 2017 raising $100m through the issue of 98.93m ordinary shares at $1.10 per share. ...
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July 19, 2023
Regal Investment Fund (ASX: RF1) – Review
Regal Investment Fund (ASX: RF1) is a listed investment trust (LIT) that provides exposure to a selection of alternative investment strategies managed by Regal Funds Management Pty Ltd and associated managers....
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June 1, 2023
LMI Monthly Update – 1 June 2023
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 30 April 2023....
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May 2, 2023
IIR LMI Monthly Update – 2 May 2023
LICs and LITs continue to implement capital management initiatives to address discounts....
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April 26, 2023
Barrow Hanley Global Share Fund (Managed Fund) (ASX: GLOB) – Initiation of Coverage
The Barrow Hanley Global Share Fund (Managed Fund) (ASX: GLOB), (the “Fund”) is a recently established Exchange Traded Managed Fund (ETMF) and represents the quoted class of units of the Barrow Hanley Global Share Fund....
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