LICs
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.
Read MoreBell Potter LIC Weekly: August Performance
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%.
Read MoreBell Potter LIC Weekly: Wilson Asset Management Submits Takeover Bid
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.
Read MoreBell Potter LIC Weekly: Antipodes & Monash Investors Address Discounts
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.
Read MoreBell Potter LIC Weekly: Current Premiums & Discounts
Bell Potter analyst William Gormly updates developments in the LIC market and provides a review of premium/discount to NTA by investment mandate.
Read MoreBell Potter LIC Weekly: MFF To Issue Bonus Options
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.
Read MoreBell Potter LIC Weekly: FGX Guidance On FY21 Interim Dividend
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.
Read MoreBell Potter LIC Weekly: Magellan Consolidation Worth $15.6b
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.
Read MoreBell Potter LIC Weekly: AFI Maintains Dividend, 5 Years Of Coverage
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.
Read MoreBell Potter LIC Weekly: The Dividend Debate
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.
Read MoreAFIC Dips Into Reserves To Support Dividend As Profit Slips 40%
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.
Read MoreBell Potter LIC Weekly: Strong Tailwinds In Blue Sky
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.
Read MoreDjerriwarrh Halves Dividend As Income Stocks “Severely Underperform”
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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