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.
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%.