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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May 30, 2020

LMI and Active ETF Monthly Update

The research study is based on IIR collection of data on the whole sector...
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May 30, 2020

LMI Monthly Update

Our research study continues during the COVID 19 shutdown and now increasing data collection to be undertaken on a two week cycle basis....
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February 11, 2020

IIR Stamping Fee Observations for Treasurers’ Consultation Process

The purpose of this submission from Independent Investment Research (IIR) is not put forward a position one way or the other on stamping fees. As an independent research house IIR is removed from those interactions and, secondly, IIR is agnostic with respect to investment vehicle type. What IIR is not agnostic about is a motivation to see the highest quality and appropriately diverse range of investment strategies being made available to Australian retail investors....
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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

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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