Bell Potter analyst William Gormly updates developments in the LIC market where in line with its investment strategy, Hearts and Minds Investments (HM1) will be refreshing the conference portfolio (which accounts for 35% of the total investment portfolio) over the coming weeks.
Bell Potter’s Indicative NTA tracks the ‘indicative’ movement of a LIC’s underlying NTA each month by monitoring the percentage movements of the disclosed holdings and using an index to track the movement of the remaining positions.
For full details refer to the detailed report below or click here to download your copy.
