LIC

Financial planning

PIMCO has scrapped plans to launch a listed investment trust in Australia due to insufficient demand, just two weeks after announcing its plans....

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Funds management

Moving away from a closed-ended structure into an active exchange traded fund has been a successful move for the firm as it reports its first results in the new structure...

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Funds management

There are likely to be fewer listed investment vehicles coming to market, according to one of Australia’s oldest listed investment companies, as they find it hard to cove...

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Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

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Funds management

The Listed investment companies (LICs) and Listed investment trusts (LITs) sector has seen its market capitalisation rise 32% from a year ago, according to the Listed Inv...

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Funds management

Listed investment companies will be under the spotlight as Wilson Asset Management lists its Strategic Value (WAR) fund on the Australian Securities Exchange today....

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Tools & guides

Closed-ended investment funds have received negative press lately, writes Angus Gluskie, so how do they work and what do investors need to know about premiums and discou...

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Funds management

The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt f...

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Funds management

The listed investment companies and listed investment trusts sector has regained $13 billion in market capitalisation as the sector has generated return and income during...

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Funds management

There has been a strong growth in the number of listed investment companies or listed investment trusts that offer access to alternatives and fixed income....

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Funds management

Over the last few years listed investment companies have shifted from Australian equities towards fixed interest, according to research. ...

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Financial planning

Antipodes Global Investment Company has announced plans for a conditional tender offer program to address the firm’s share price discount to net tangible assets, a first ...

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Funds management

Although the overall market capitalisation for the listed investment company and listed investment trust sector dropped 2% to $44 million over 2019/20, the sector’s marke...

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Tools & guides

Angus Gluskie outlines the difference between listed vehicles and their open-ended counterparts and the benefits they offer investors....

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Policy & Regulation

The ban on conflicted remuneration to listed investment companies will be extended following a consultation by the Treasury, removing an impediment to the FASEA exam exte...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

6 days 23 hours ago