Our Research

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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November 5, 2018

Latest LIC News & Update on the Sector

Welcome to our latest LIC Monthly prepared by our Research Team based on data collected our Analysts on the Sector....
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October 14, 2018

Hearts and Minds Investments Limited (ASX code: HM1) – Portfolio of the Highest Conviction Stock Picks – From Select Group of Fund Managers – For Charitable Cause – Advancement of Medical Research

The company offers a unique opportunity to gain access to a portfolio of the highest conviction ideas from a select group of fund managers with the added benefit of contributing to Australian medical research institutes to support the development of new and improved treatments across a range ofspecialities....
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October 14, 2018

LMI Monthly – Sector Review of all LICs/ LITs including those not covered by IIR. Includes latest News and discussion on upcoming IPOs

All data here is sourced by our Research team and no reliance is made upon any other data providers. The data includes information provided by LIC / LIT managers who participate in our research scheme together with our own collection data in the sector....
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October 14, 2018

Qualitas Real Estate Income Fund (expected ASX code: QRI) – Provide Direct and Indirect Exposure to a Portfolio of Secured Commercial Real Estate Loans

One of, if not the, most important aspect of a Trust such as this is the Manager, with the performance of the Trust wholly dependent on the Manager’s credit risk assessment, deal structuring and loan management capabilities. We note that the Manager has largely been operating in a benign credit environment and a deterioration in the credit environment may result in the Trust experiencing some loan impairments....
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October 14, 2018

Firetrail Absolute Return Limited (ASX: FTA) – Exposure To a true Market Neutral, Absolute Return, Investing in Both Long and Short Australian Equities

The investment team is well resourced, stable, experienced, has a proven track-record and a broad attribution of alpha by both long and short positions (albeit a relatively short track-record), and there is a strong alignment of interest with investors. The investment strategy has a solid performance track-record, generating solid and consistent returns and in a manner true to style....
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October 4, 2018

LMI Monthly – IIR Coverage of LMI for the Whole Sector

IIR collects its own data in the sector and provides insights into this increasingly growing and popular sector....
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October 4, 2018

WAM Microcap Limited (ASX code: WMI) – Proven Research Process – Experienced Team

The investment process has proven successful over the long-term, particularly in the small cap space. The WMI portfolio has performed well since listing in June 2017 allowing the LIC to pay dividends totalling six cents per share fully franked for FY2017. We have initiated on WMI with a Recommended Plus rating....
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October 4, 2018

Sandon Capital Investments Limited (ASX: SNC) – Deep-Value Australian Equities Manager – Activist Investment Strategy –

SNC isa genuinely differentiated product and one that provides genuine diversification benefits. Successful activist investing require skills and capabilities most professional investors do not possess in our view....
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October 4, 2018

Tribeca Global Natural Resources Limited (ASX: TGF) – Concentrated, High Conviction, Actively Managed Portfolio

While the Manager has a global mandate, the Manager’s focus will remain developed, rather than emerging market jurisdictions. With a view to managing risk, net and gross exposure will not exceed 150% and 200%, respectively. Net exposure has typically ranged between -20% to 60%. The performance objective is 15% p.a. after fees and expenses with low correlations to major asset classes and expected volatility of 13-20% p.a. over 3-5 years....
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