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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 *

 

LIC Weekly Report and Indicative NTAs
Bell Potter
14 Jan 2022 | 17 Dec 2021 | 10 Dec 2021 | 3 Dec 2021

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LMI/LIC Monthly Update
Independent Investment Research
2 Dec 2021 | 1 Nov 2021 | Sep 2021 | Aug 2021

LIC Monthly Report
Morningstar
Nov 2021 | Oct 2021 | Sep 2021 | Aug 2021Older reports

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Quarterly LIC Report
Bell Potter
Sep 2021 | Jun 2021 | Mar 2021 | Dec 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 ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). 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.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

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