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2017 ETF & LIC Performance Report

ETF Watch - Jan 15, 2018

Investors may look back on 2017 as a year of remarkably low volatility. As the world digested events like Brexit, the leader of the free world's erratic ways and the emergence of Bitcoin mania, equity markets marched forward unhindered by what was…

In a period which included shocks like Brexit and the Trump election win, equity markets performed surprisingly well in the 2017 Financial Year, with the Australian market up around 14% including dividends and global markets up around 20%. Most investors…

We almost fell of our chairs on Monday when we saw Listed Investment Company (LIC) Australian Leaders Fund (ALF) fall almost 10% in a single day of trade. ALF is an Absolute Return manager (meaning they can buy stocks as…

2016 ETF and LIC Performance Report

ETF Watch - Jan 15, 2017

Below we have listed the performance of all of the ETFs and LICs that we follow at ETF Watch in the 2016 calendar year. Only funds which were available on 1 January 2016 have been included. An end of year share…

Already one of the most popular LIC managers with their ~$400m Australian Leaders Fund (ALF) and ~$100m Market Neutral Fund (WMK), Watermark Funds Management will soon launch a new LIC IPO for their market neutral Watermark Global Leaders Fund (WGF).…

The end of the financial year gives us an opportunity to reflect on the year that has been. Fund managers use it as an opportunity to let the world know how they have performed over the last year and try…

It’s official, the Australian Share Market has gone nowhere in the last 10 years. Referred to by some as Australia’s Lost Decade, the ASX 200 index closed at 5,310 on May 1 2006, and almost the same level of 5,252…

2016 has certainly started with a bang. As we write this the ASX is down around 8% for the year, some advisers are telling their clients to sell everything and the most fear and panic we’ve seen for a number…

One of the biggest LIC IPOs of the year, Absolute Equity Performance Fund Ltd (AEG) today had its first day of trading on the ASX. Raising $100m capital, the IPO was reportedly 3-4 times oversubscribed. Whilst the fund is new,…

One of the unique differences of Listed Investment Companies (LICs) compared to Exchange Traded Funds (ETFs) is their ability to trade at a significant premium or discount to their Net Asset Values (NAVs), also known as Net Tangible Assets (NTAs).…

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