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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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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March 20, 2023

Diversified United Investment Limited (ASX: DUI) – Review

Diversified United Investment Limited (ASX: DUI) is a listed investment company (LIC) on the ASX with a track record dating back to December 1991. ...
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