A Positive Year for the Banks
It’s been a good year for the ‘Big Four’ banks as they have returned to pre-pandemic profit levels, and AFIC has benefited from a higher level of dividends reflective of the better outlook.
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Bell Potter LIC Weekly: A contrarian look at Magellan
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: A contrarian look at Magellan
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Three Key Reasons to Hold Private Equity in Your SMSF
Attractive long-term performance coupled with lower risk / correlation to listed equities, as well as improved resilience through market cycles, makes this once hard-to-access asset class increasingly important.
Read MoreBell Potter LIC Weekly: Why Culture Matters
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Why Culture Matters.
Read MoreMilton Announces Special Dividend
Shareholders of Milton Corporation will get a fully franked special dividend of 37 cents a share once the investment house’s proposed merger with Washington H. Soul Pattinson is finalised next week.
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Bell Potter LIC Weekly: Flagship to issue convertible notes
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Flagship to issue convertible notes.
Read MoreArgo Down but Naught Out
Adelaide-based LIC Argo Investments has cut its dividend payout to shareholders after reporting a 12% plus slide in earnings for the year to June.
Read MoreBell Potter LIC Weekly: Qualitas Real Estate Income Fund
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Qualitas Real Estate Income Fund (QRI)
Read MoreBell Potter LIC Weekly: WAM Leaders Entitlement Offer
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WAM Leaders Entitlement Offer
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Bell Potter LIC Weekly: Sector outlook and picks for FY22
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Sector outlook and picks for FY22.
Read MoreDjerriwarrh Makes Good on Final Payout
Melbourne-based Listed Investment Company Djerriwarrh Investments lifted its final dividend to soften the impact of a lower interim dragging down its full year payout to shareholders.
Read MoreMirrabooka Cashed Up and Ready to Pounce
LIC Mirrabooka Investments remains cashed up and ready to exploit what it says will be times when stocks “temporarily’ fall out of favour with investors in the coming year.
Read MoreLIC Sector Grows 32% over Past Year
At the end of June, the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector had seen its market capitalisation rise 32% from a year ago.
Read MoreSucceeding Over the Long Term
Australian Foundation Investment Company (AFIC) Managing Director Mark Freeman explains why AFIC has held some stocks for 90 years and how it benefits investors.
Read MoreBell Potter LIC Weekly: Positive prospects for dividends
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Positive prospects for dividends.
Read MoreBell Potter LIC Weekly: Dissecting the fee structures of LICs and LITs
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Dissecting the fee structures of LICs and LITs
Read MoreBell Potter LIC Weekly: Bailador validates PE valuations
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Bailador validates PE valuations
Read MoreThe Advantages of a Traditional LIC
Amid the massive boom in Listed Investment Companies (LICs) and Trusts (LITs) over recent years, there’s a lot to be said about the advantages of a ‘traditional’ LIC, such as AFIC.
Read MoreBell Potter LIC Weekly: KKR investment incentives
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: KKR investment incentives, Metrics institutional placement.
Read MoreBell Potter LIC Weekly: NAOS Asset Management Spotlight
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: NAOS Asset Management Spotlight.
Read MoreBell Potter LIC Weekly: ALF Suspended
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ALF suspended.
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Bell Potter LIC Weekly: ESG integration, dispersion and performance
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: ESG integration, dispersion and performance.
Read MoreBell Potter LIC Weekly: Macroeconomic activity and two equity LICs to watch
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: Macroeconomic activity and two equity LICs to watch.
Read MoreBell Potter LIC Weekly: WAM Global Options Issue
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. WAM Global Options Issue.
Read MoreBell Potter LIC Weekly: Attractive Global Growth Opportunities
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. Attractive Global Growth Opportunities. WCM Global Growth (WQG). Thorney Re-Introduces Buy-Back.
Read MoreDemand for LICs Holds Steady as Sector Moves into 98th Year
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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Bell Potter LIC Weekly: WAM, Magellan
Bell Potter analyst William Gormly updates developments in the LIC market. IBC Recommends CLF Shareholders Accept WAM Offer. Upcoming Magellan Partnership Offer.
Read MoreThe latest on PE1 from Pengana Capital
Pengana Capital sees its Private Equity Trust LIC (ASX: PE1) as a game-changer. This video explains why.
Read MoreDiscount vs Premium: How AFIC looks at NTA
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.
Read MoreBell Potter LIC Weekly: Sohn Hearts and Minds Investment Conference
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.
Read MoreBell Potter LIC Weekly: LICs Or ETFs?
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.
Read MoreBell Potter LIC Weekly: Amicable Outcome For CIE Shareholders
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.
Read MoreBell Potter LIC Weekly: CLF Hits A Premium
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.
Read MoreBell Potter LIC Weekly: WLE Dividend Guidance
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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