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LIC reports and updates

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The following reports and updates on Listed Investment Companies (LICs) and Listed Managed Investments (LMIs) are provided by Bell Potter Securities, Independent Investment Research and Morningstar. Latest publications can be accessed by clicking on the links below.

* Please note that the NTA/NAV data provided by LIC/LITs is often reported monthly or weekly which will distort the indicative NTA/NAV and premium/discounts in times of heightened market volatility *

Bell Potter

LIC Weekly Report and Indicative NTAs

19 Feb 2020 | 12 Feb 2020 | 5 Feb 2020 | 29 Jan 2020

LIC Quarterly Reports

Dec 2020 | Sep 2020 | Jun 2020 | Mar 2020

Independent Investment Research

LMI/LIC Monthly Updates

Sep 2020 | May 2020 | Mar 2020 | Feb 2020

 

 

Morningstar

LIC Monthly Reports

Jan 2020 | Dec 2020 | Nov 2020 | Oct 2020 | Sep 2020

 

 

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Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use.
Any general advice or class service prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, has been prepared by without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
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