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Are you ready for FIRE?

Aussie Firebug - Oct 12, 2019

This is a guest post from Aussie Firebug. Aussie Firebug is a leading commentator on the Financial Independence Retire Early (FIRE) movement in Australia. Check out his blog here. You’ve probably heard of financial independence (FI) before, but usually, that’s…

When VGI Partners listed their first LIC, VGI Partners Global Investments (VG1) in 2017, investors scrambled to gain access to their successful global strategy, with the fund raising over $500 million, overnight becoming one of Australia’s largest LICs. Since listing,…

Without a doubt, two of the success stories over the last 5 years in the listed funds space have been Listed Investment Companies (LICs) and Actively Managed ETFs. In the last 5 years the LIC space has more than doubled,…

The 2019 Financial Year was certainly a year of two halves. Global selloffs saw share markets fall anywhere from 10-20% in late 2018, bringing doom and gloom back into the market. However, almost as if a switch was flicked on…

When we took a look at the impacts that Labor’s proposed changes to franking credits were having on LIC Net Asset Value discounts, Labor were at near unbackable favourites to win the election. We thought it was only a matter…

Australia’s heading to the polls in what some are calling the most boring election campaign for decades. However, for share market investors it certainly isn’t boring, with key policy differences between the two parties likely to influence portfolio construction in…

There was a time, not so long ago, when LIC new issues were a monthly event. Times have quickly changed, with a number of new LICs missing their capital raising targets in the second half of last year, combined with…

2018 ETF & LIC Performance Report

ETF Watch - Jan 11, 2019

Volatility returned with a vengeance in late 2018. In our 2017 reflection post, we talked about 2017 being one of the least volatile on record, with 86% of ETFs & LICs in Australia recording postive performance. A sharp selloff in early…

As we touched on in one on of our last posts, global share markets have quickly moved from bull markets to bear markets over the last few months, with the Australian share market now sitting at 12 month lows. We…

There’s been a slow down in new LIC IPOs in recent times, but in what may be the last opportunity this year, Cadence Capital are currently raising capital for their Cadence Opportunities Fund (CDO). Raising up to $200m, the CDO…

Riding the share market rollercoaster

ETF Watch - Nov 07, 2018

The month of October 2018 saw volatility return to global share markets. With fairly benign conditions for a few years now, it did not take long for doom and gloom headlines to dominate as markets fell by anywhere from 10…

The Qualitas Real Estate Income Fund (QRI) is open until 13 November 2018. Find out more and download the prospectus here. Whilst equity based Listed Investment Company IPOs have been the flavour of the month in recent times, with 20…

This is a sponsored post by Qualitas Securities. The Qualitas Real Estate Income Fund (QRI) IPO is currently open. Targeting a return of 8% per annum, QRI will invest in a commercial real estate loan portfolio secured by first and second…

The Firetrail Absolute Return Limited (FTA) IPO is open unitl 19 October 2018. Find out more and download the prospectus here. One of the first of the late 2018 run of LIC listings, the Firetrail Absolute Return Limited (FTA) IPO…

Three reasons shorting can benefit your investment returns

James Miller - Firetrail Investments - Sep 25, 2018

This is a sponsored post by Firetrail Investments. The Firetrail Absolute Return Limited (FTA) IPO is currently open and is due to close on 19 October 2018. Access more information and participate in the IPO here. Most investors place their…

Most of the recent innovation in LICs has involved issuers of new LICs covering the costs of the listings, rather than passing these costs on to investors as they did in the past. That’s changed today, with PM Capital’s launch…

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