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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 Report and Indicative NTAs
Bell Potter
8 Apr 2024 | 2 Apr 2024 | 25 Mar 2024 | 18 Mar 2024

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LMI/LIC Monthly Update
Independent Investment Research
3 Apr 2024 | 5 Mar 2024 | 5 Feb 2024 | 4 Dec 2023

LIC Monthly Report
Morningstar
Feb 2024 | Jan 2024 | Dec 2023 | Nov 2023Older reports

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Quarterly LIC Report
Bell Potter
Mar 2023 | Sep 2022

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Other Resources
Listed Landscape: providing independent, transparent, and easy to understand information on the 30 largest Australian LICs.

 

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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. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. 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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