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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March 20, 2023

Australian United Investment Company Limited (ASX: AUI) – Review

Australian United Investment Company Limited (ASX: AUI) is one of the oldest listed investment company’s (LICs) on the ASX with the Company listing ..........
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March 2, 2023

IIR LMI Monthly Update – 2 March 2023

There was plenty of news flow in the LMI market in February with 1H'FY23 reporting season. In this edition of the LMI Monthly Update we take a look at.........
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February 9, 2023

Perpetual ESG Australian Share Fund (Managed Fund) (ASX: GIVE) – Initiation of Coverage

The Perpetual ESG Australian Share Fund (Managed Fund) (ASX: GIVE), (the “Fund” or “GIVE”), previously known as the Perpetual Ethical SRI Fund (Managed Fund), has a dual objective ...........
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February 5, 2023

QV Equities Limited (ASX: QVE) Review

QV Equities Limited (ASX: QVE) is a listed investment company (LIC) that seeks to provide investors exposure to a diversified portfolio of ASX-listed entities outside ...........
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December 1, 2022

IIR LMI Monthly Update – 1 December 2022

The IIR LMI Monthly Report provides key LMI market news for the month of November as well as IIR research updates and key data points as at 31 October 2022....
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November 11, 2022

WAM Leaders Limited (ASX: WLE) Review

WAM Leaders Limited (ASX: WLE) is a listed investment company (LIC) that provides exposure to an actively managed portfolio of large cap stocks (stocks from within the S&P/ASX 200 Index). The Company has over six years of performance history .........
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November 1, 2022

IIR LMI Monthly Update – 1 November 2022

The IIR LMI Monthly Report provides key LMI market news for the month of October as well as IIR research updates and key data points as at 30 September 2022....
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October 4, 2022

IIR LMI Monthly Update – 5 October 2022

The IIR LMI Monthly Report provides key LMI market news for the month of September as well as IIR research updates and key data points as at 31 August 2022....
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September 1, 2022

IIR LMI Monthly Update

The IIR LMI Monthly Report provides key LMI market news for the month of August as well as IIR research updates and key data points as at 31 July 2022....
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