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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July 30, 2021

WAM Alternative Assets Limited (ASX: WMA) Initiation of Coverage

WAM Alternative Assets Limited (ASX: WMA), formerly Blue Sky Alternative Access Fund Limited, is a Listed Investment Company (LIC) that provides exposure to a portfolio of alternative assets including............
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July 30, 2021

Pengana International Equities Limited (ASX: PIA) Review – July 2021

Pengana International Equities Limited (ASX: PIA) is a Listed Investment Company (LIC) that provides exposure to an actively managed portfolio of global ethical stocks. The Investment Manager of the portfolio is.......
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July 29, 2021

Milton Corporation Limited (MLT) Profile

MLT is the third largest LIC on the ASX with a market cap of over $4 billion. It offers investors access to a portfolio of ASX-listed...... ...
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March 2, 2021

LMI Monthly – February 2021 – IIR LIC/LIT/ETF Research Scheme

Data Collected on a Monthly basis by the IIR Research team on the whole sector. ratings are applied to those Managers who participate in LIC/LIT/ETF Research Scheme and ratings are applied to those managers who participate in the IIR LIC/LIT/ETF Research and these ratings are subject to continuous coverage on a monthly basis....
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September 7, 2020

LMI Monthly – Spotlight on QRI, MXT and MOT

This research study is prepared on the basis of data collected by the IIR Research Team from both the managers and ASX....
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August 24, 2020

Listed Managed Investments – Monthly Review

LIC/LIT/ETF Review - Spotlight on Gryphon Capital Limited. The publication is based upon the data collected by the IIR Research Team...
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June 21, 2020

LIC/LIT/ETF Monthly Review & Spotlight Spotlight on Ophir High Conviction Trust (ASX: OPH)

Monthly Review of all Listed Managed Funds - Data is collected by the IIR Research Team...
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June 18, 2020

Monash Absolute Investment Company (ASX: MA1) – Seeking to Convert LIC to an Exchange Traded Managed Fund – September 2020

The Fund’s strategy is based on benchmark unaware, market cap agnostic, absolute value, long-short Australian equities strategy. The absolute returns aspect is based on discretionary rotation in and out of cash, which historically has been as high as 40% of the total portfolio...
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May 31, 2020

Pengana Private Equity Trust – Secondary Offer Review – Pengana Private Equity Trust – Secondary Offer Review (ASX code: PE1)

The Secondary Offer comprises an offer of up to 345.4m units at a subscription price equal to $1.37 (representing the NAV per unit of the Trust as at 31 January 2020 less a special distribution of $0.0125 per unit....
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