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 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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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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