2022.03 LIC LIT Sector Report
LIC/LIT sector $Ms: $53,934. change in mkt cap on Y/a $556 (1.0%). Broad market: All ordinaries (pts) 849 (12.2%). S&P/ASX200 (pts) 709 (10.4%).
2021.12 LIC LIT Sector Report
LIC/LIT sector $Ms: $56,103. change in mkt cap on Y/a $3,280 (6.2%). Broad market: All ordinaries (pts) 929 (13.6%). S&P/ASX200 (pts) 858 (13.0%).
2021.09 LIC LIT Sector Report
LIC/LIT sector $Ms: $59,750. change in mkt cap on Y/a $12,946 (27.7%). Broad market: All ordinaries (pts) 1,620 (27.0%). S&P/ASX200 (pts) 1,516 (26.1%).
2021.06 LIC LIT Sector Report
Change in market cap since on Y/a $14,183 (32.1%). Broad market: All ordinaries (pts) 1,584 (26.4%). S&P/ASX200 (pts) 1,415 (24.0%)
2021.03 LIC LIT Sector Report
Change in market cap since on Y/a $12,987 (32.2%). Broad market: All ordinaries (pts) 1,830 (35.8%). S&P/ASX200 (pts) 1,714 (33.8%)
2020.12 LIC LIT Sector Report
Change in market cap since end 12/2015 $22,017 (71%). Change on Y/a -1%. Change in number since end 12/2015: 21 (24%)
2020.09 LIC LIT Sector Report
Change in market cap since end 12/2015: $15,996 (52%). Change on Y/a: -12%. Change in number since end 12/2015: 21 (24%).
2020.06 LIC LIT Sector Report
Change in market cap since end 12/2015: $13,348 (43%). Change on Y/a: 17%. Change in number since end 12/2015: 22 (25%).
2020.03 LIC LIT Sector Report
Change in market cap since end 2015: $9,654. Change on Y/a: 24%. Change in number since end 2015: 22 (+25%)
2019.12 LIC LIT Sector Report
Change in market cap since end 2014: $26,785 (102%). Change on Y/a: 30%. Change in number since end 2014: 48 (74%).
2019.09 LIC LIT Sector Report
Change in market cap since end 2014: $21,500 (82%). Change on Y/a: 17%. Change in number since end 2014: 47 (72%).
2019.06 LIC LIT Sector Report
Change in market cap since end 2014: $18,762 (71%). Change on Y/a: 10%. Change in number since end 2014: 49 (75%).
2019.03 LIC LIT Sector Report
Change in market cap since end 2014: $15,938 (60%). Change on Y/a: 3%. Change in number since end 2014: 48 (74%).
2018.12 LIC LIT Sector Report
Change in market cap since end 2013: $17,169. Change on Y/a: 4%. Change in number since end 2013: 63 (124%).
2018.09 LIC LIT Sector Report
Change in market cap since end 2013: $18,392 (77%). Change on Y/a: 7%. Change in number since end 2013: 60 (118%).
2017.12 LIC-LIT Sector Report
$40Bn mkt cap doubling over 5 years (+$21Bn from 2012). $8.4Bn growth in mkt cap this year.
2022.03 LIC Research Report
WAM Leaders (WLE) was the fourth Listed Investment Company (LIC) to be offered by proven fund manager Wilson Asset Management; and in this edition we take a deeper dive into the investment process, performance history and idiosyncrasies.
2021.12 LIC Research Report
Unlocking value through options and convertible securities. In an effort to equitably and efficiently scale the magnitude of Company assets, many LICs are beginning to offer bonus options after listing.
2021.09 LIC Research Report
Opinion Piece – The LIC sector trades at a discount to NTA… Right? Listed Investment Companies (LICs) are required to disclose their pre-tax and post-tax NTA (net tangible assets) per share every month, 14 days from the month’s end.
2021.06 LIC Research Report
Since the beginning of calendar year 2020, the number of ASX Listed Investment Companies has contracted 10.8%, notwithstanding the inclusion of two new admissions this quarter in WAM Strategic Value and Salter Brothers Emerging Companies.
2021.03 LIC Research Report
Taken at a face value, 2021 is foreseeably shaping up to be a positive year for the sector between Listed Investment Companies (LICs) and Listed Investment Trusts (LITs).
2020.12 LIC Research Report
Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) under Bell Potter coverage collectively increased by 12.9% over the December quarter to $49.2bn, constituting 93.1% of the total $52.8bn Australian LIC/LIT market.
2020.09 LIC Research Report
The market capitalisation of ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) grew 6% to $46.8bn in the September 2020 quarter.
2020.06 LIC Research Report
The market capitalisation of ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) grew by 9.1% to $44.2b in the June 2020 quarter.
2020.03 LIC Research Report
The market capitalisation of ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) dropped by 23.9% to $40.5bn over the first quarter of 2020.
2019.12 LIC Research Report
The market capitalisation of ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) finished 2019 above $53.1bn, a 12 month increase of 29.6%.
2019.09 LIC Research Report
The market capitalisation of ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) grew 6.1% to $47.9m in the September 2019 quarter.
2019.06 LIC Research Report
ASX Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) grew 6.7% in size to $45.1bn over the June 2019 quarter.
2019.03 LIC Research Report
The Listed Investment Companies (LICs) and Trusts (LITs) covered in the Bell Potter report collectively had a share price return of 3.8% (incl. dividends) for the March 2019 quarter.
2018.12 LIC Research Report
The 59 Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) covered in the Bell Potter report collectively decreased 6.7% (incl. dividends) over the December quarter, compared to the All Ords Accumulation Index return of –9.0%.