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LICs

Funds / LICs / Markets

Bell Potter LIC Weekly: WAM Global Options Issue

February 19, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.

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Funds / LICs / Markets

Bell Potter LIC Weekly: Attractive Global Growth Opportunities

February 9, 2021February 19, 2021 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.

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Funds / LICs / Markets

Demand for LICs Holds Steady as Sector Moves into 98th Year

February 2, 2021February 2, 2021 - by LICAT

The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12 months.

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Funds / LICs / Markets / Video

AFIC Beats Broader Market with 15.2% Return for 2H20

January 20, 2021January 20, 2021 - by Australian Foundation Investment Company

Australian Foundation Investment Company (ASX: AFI) Managing Director Mark Freeman provides a rundown of how the LIC performed in the second half of 2020.

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Funds / LICs / Markets

Bell Potter LIC Weekly: WAM, Magellan

January 20, 2021January 28, 2021 - by Hayden Nicholson

Bell Potter analyst William Gormly updates developments in the LIC market. IBC Recommends CLF Shareholders Accept WAM Offer. Upcoming Magellan Partnership Offer.

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Funds / LICs / Product Profiles

The latest on PE1 from Pengana Capital

November 24, 2020December 8, 2020 - by Russel Pillemer

Pengana Capital sees its Private Equity Trust LIC (ASX: PE1) as a game-changer. This video explains why.

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Funds / LICs / Markets

Discount vs Premium: How AFIC looks at NTA

November 24, 2020December 10, 2020 - by Australian Foundation Investment Company

As investors continue to look for opportunities to increase their exposure to shares against a backdrop of record-making low interest rates we believe it is important to reignite a conversation about how AFIC is valued.

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LICs

Bell Potter LIC Weekly: Sohn Hearts and Minds Investment Conference

November 24, 2020November 30, 2020 - by Hayden Nicholson

Bell Potter analyst Hayden Nicholson updates developments in the LIC market where in line with its investment strategy, Hearts and Minds Investments (HM1) are refreshing the conference portfolio.

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LICs

Bell Potter LIC Weekly: LICs Or ETFs?

November 10, 2020November 10, 2020 - by William Gormly

Traditionally, the main differentiating factor between ETFs and LICs was the employed style of management. However, with a growing suite of rule-based Exchange Traded Products, this is now much less pronounced.

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LICs

Bell Potter LIC Weekly: Amicable Outcome For CIE Shareholders

November 5, 2020November 5, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where WAM Capital has announced and progressed with an unconditional off-market takeover bid for Contango Income Generator.

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LICs

Bell Potter LIC Weekly: CLF Hits A Premium

October 13, 2020October 13, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where after trading at a persistent discount to its pre-tax NTA, Concentrated Leaders Fund has achieved a new milestone.

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LICs

Bell Potter LIC Weekly: WLE Dividend Guidance

September 29, 2020September 29, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where the Board of WAM Leaders Limited (WLE) has announced its intention to deliver a 3.5 cent fully franked FY21 interim dividend.

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LICs

Bell Potter LIC Weekly: August Performance

September 22, 2020September 22, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where strong gains across global equity markets has seen the arithmetic average share price to pre-tax NTA discount narrow from 11.2% to 8.8%.

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LICs

Bell Potter LIC Weekly: Wilson Asset Management Submits Takeover Bid

September 15, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where WAM Capital has announced an unsolicited conditional off-market takeover bid for Concentrated Leaders Fund.

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LICs

Bell Potter LIC Weekly: Antipodes & Monash Investors Address Discounts

September 8, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where Antipodes Global has committed to undertake a significant and innovative discount control mechanism.

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LICs

Bell Potter LIC Weekly: Current Premiums & Discounts

September 1, 2020September 1, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market and provides a review of premium/discount to NTA by investment mandate.

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LICs

Bell Potter LIC Weekly: MFF To Issue Bonus Options

August 26, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where the Board of MFF Capital Investments has announced the progression of a 1:5 pro rata non-renounceable bonus issue of options.

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LICs

Bell Potter LIC Weekly: FGX Guidance On FY21 Interim Dividend

August 18, 2020August 18, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where Future Generation Australia (FGX) has announced the intention to provide a fully franked FY21 interim dividend of 2.6cps.

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LICs

Bell Potter LIC Weekly: Magellan Consolidation Worth $15.6b

August 11, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where Magellan has announced a proposed series of transactions, which will have the effect of consolidating its three existing Global Equities retail funds.

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LICs

Bell Potter LIC Weekly: AFI Maintains Dividend, 5 Years Of Coverage

August 4, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where Australian Foundation Investment Company Limited (AFI) has announced its preliminary results for the reporting period ended 30 June 2020.

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LICs

Bell Potter LIC Weekly: The Dividend Debate

July 28, 2020July 28, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where the board of WAM Global Limited (WGB) has declared a fully franked final dividend of 4.0cps, bringing the FY20 net dividend to 7.0cps.

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LICs

AFIC Dips Into Reserves To Support Dividend As Profit Slips 40%

July 28, 2020July 28, 2020 - by Glenn Dyer

Australian Foundation Investment Co is dipping into reserves to pay an unchanged final dividend for the year to June 30 after a big fall in profit.

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LICs

Bell Potter LIC Weekly: Strong Tailwinds In Blue Sky

July 21, 2020July 28, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in the LIC market where the Board of Blue Sky Alternatives Access Fund has announced it has entered into a deed of termination with the current investment manager.

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LICs / Shares

Djerriwarrh Halves Dividend As Income Stocks “Severely Underperform”

July 21, 2020July 21, 2020 - by Glenn Dyer

Listed investment company Djerriwarrh has taken the axe to its final and full-year payout to shareholders, despite only reporting a modest 4.1% drop in earnings for the year to June.

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LICs / Shares / Video

AFIC Discuss Their Investment Process

July 20, 2020July 23, 2020 - by Tim McGowen

Mark Freeman Chief Executive Officer & Managing Director at Australian Foundation Investment Co (ASX: AFI) provides an update on the LIC’s investment process and investing philosophy.

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LICs

Bell Potter LIC Weekly: WAM Capital Outperforms, Maintains Dividend

July 15, 2020July 15, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where WAM Capital’s investment portfolio has delivered an outperformance over the benchmark of 4.4% in FY20.

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LICs / Shares

Mirrabooka Holds Dividend Despite Weaker Result

July 15, 2020July 14, 2020 - by Glenn Dyer

Melbourne based LIC Mirrabooka Investments has given us the first hint of what the June 30 reporting season is going to be like for the sector – not pretty, and it has also given us a heads up about the wider market and especially the ASX 200 – not pretty either.

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LICs

Bell Potter LIC Weekly: Rare Discount Capture Opportunity

July 7, 2020July 7, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market and highlights Future Generation Global which has traded at an average discount wider than 20% this calendar year.

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LICs / Markets

The Way Forward For The LIC & LIT Industry

June 29, 2020June 29, 2020 - by Angus Gluskie

What does the future hold for the LIC/LIT industry following the Treasurer’s decision to exclude listed investment entities from the stamping fee provisions available to other listed companies?

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LICs

Bell Potter LIC Weekly: Clime Capital Cuts June Quarter Dividend

June 23, 2020June 23, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where Clime Capital has announced a 16% YoY cut to the fully franked June quarter dividend.

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LICs

Bell Potter LIC Weekly: Lanyon Targets “Fundamentally Flawed” LIC

June 17, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where Adelaide-based Lanyon Asset Management has taken aim at Contango Income Generator Limited.

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LICs

Bell Potter LIC Weekly: Patience Is A Virtue

June 10, 2020June 11, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where MFF Capital Investments appears well-positioned with approximately $750m of cash in the portfolio.

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LICs

Bell Potter LIC Weekly: Fixed Interest LITs Maintaining Income Yields

June 2, 2020June 3, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where 5 LITs have maintained a strong level of income amidst the recent months of volatility.

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LICs / Shares

Bell Potter LIC March 2020 Quarterly: Top Investment Picks

May 27, 2020June 11, 2020 - by William Gormly

Will Gormly provides a comprehensive update on Australia’s LIC market for the March quarter and highlights MFF Capital Investments, Magellan Global Trust, and Australian Foundation Investment Company as top picks in the sector.

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LICs

Bell Potter LIC Weekly: Whitefield Increases Final Dividend 2.5% YoY

May 26, 2020May 26, 2020 - by William Gormly

Will Gormly updates developments in Australia’s LIC market where Whitefield Limited (WHF) has reported a year-on-year (YoY) decrease in investment revenue and net profit of 2.6% and 9.0%, respectively.

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LICs

Bell Potter LIC Weekly: Pengana Updates International LIC Mandate

May 19, 2020May 19, 2020 - by William Gormly

Will Gormly updates developments in Australia’s LIC market where Pengana International Equities Limited (PIA) has provided an update to the market that it is well placed to deliver a fully franked final dividend later in the calendar year.

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LICs

Bell Potter LIC Weekly: Global Growth Focused To IT & Health Care

May 12, 2020 - by William Gormly

Information Technology (IT) and Health Care have been two of the top-performing global sectors in 2020 so far, showing greater resilience amidst the global equity sell-off in the first quarter.

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LICs

Bell Potter LIC Weekly: MFF Ups Cash Weighting, Asian Exposure Via LICs

April 29, 2020April 29, 2020 - by William Gormly

Will Gormly updates developments in Australia’s LIC market where net cash as a percentage of investment assets and net cash in MFF Capital Investments Limited (MFF) has increased to 33.9%.

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LICs

Bell Potter LIC Weekly: Capital Preservation In An Equity Sell-Off

April 21, 2020April 21, 2020 - by William Gormly

Will Gormly updates developments in Australia’s LIC market where VGI Partners has delivered a strong March result with a pre-tax NTA and share price return of 1.4% and 2.7%, respectively.

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LICs

Bell Potter LIC Weekly: WAM Dividends, L1 Long Short Fund Nears 2 Years On ASX

April 15, 2020April 15, 2020 - by William Gormly

Bell Potter analyst William Gormly updates developments in Australia’s listed investment company market where there are four WAM LICs that have upcoming fully-franked dividends payable that offer an attractive yield.

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  • Lunch Report: Biggest tumble in 5 months
  • Australia…One Hour In…ASX200 down 158 points
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  • Kogan Goes Well, Now for the Real Test
  • YFZ – Morgans rates the stock as Add
  • ALX – Credit Suisse rates the stock as Outperform
  • PBH – Credit Suisse rates the stock as Neutral

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