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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…

Can you make money from real estate without buying it?

Qualitas Securities - Oct 23, 2018

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…

One of the unique attributes of Exchange Traded Funds (ETFs) and one which they share with managed funds, is their ability to create new units. This means that theoretically there is no limit to the size that an ETF can…

Global markets recorded positive gains in the 2018 Financial Year, continuing their march forward in what is becoming one of the longest bull markets in history. This all occurred in the wake of rising global interest rates, US trade pressures…

This is a guest post from Steve Green. Steve is a full-time investor with a focus on LICs, event-driven and activist investing. You can follow some of his ideas at his investment blog at www.valueinvestingforaliving.com Author’s note: In compiling this…

It was only a matter of time until it happened. Poster boy of the Australian LIC landscape, Geoff Wilson and his team at Wilson Asset Management (WAM) are joining the increasing popular Global Listed Investment Company (LIC) space with their latest…

Gryphon Capital Investments are currently raising up to $350m for their new Listed Investment Trust (LIT), Gryphon Capital Income Trust (GCI). GCI is a fixed income focused product with monthly distributions, aiming to help fill the fixed income component of…

For many investors, their largest store of wealth outside of their family home (if they own one) is their superannuation. With 9.5% of your salary directed to super and the tax incentives attached, super naturally becomes a growing portion of…

Anyone with a passing interest in investing would have come across the Australian Labor Party’s recent announcement to overhaul Australia’s dividend imputation system if elected at the next Federal Election. We steer clear of politics here at ETF Watch, so…

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