Listed investment companies (LICs) have been around for decades, offering easy diversified exposure for ASX investors. But, are they still relevant in a world of exchange-traded funds (ETF) investing?
Here is my medium / long term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs. Some years ago, I set up a sharesight portfolio of a lot of the large, popular ASX LICs to see at a glance how their performance looked in terms of total shareholder return. Those…
WAM Capital Outperformance: Outperformed the All Ordinaries Index by 14% and the Small Ordinaries Index by 17%.WAM Research Outperformance: Outperformed the Al
Sep 05, 2023 / 04:30AM GMTOscar Oberg - WAM Research Limited - Lead Portfolio Manager And thanks to everyone for dialing into today's call. With me today is Por
WAM Capital Limited reported earnings results for the half year ended December 31, 2023. For the half year, the company reported net income was AUD 106.54 million compared to AUD 80.54 million a year...
Here is my medium / long term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs. Some years ago, I set up a sharesight portfolio of a lot of the large, popular ASX LICs to see at a glance how their performance looked in terms of total shareholder return. Those…
Shares in allied healthcare company Healthia Ltd (ASX: HLA) rocketed higher last Thursday when it announced that Healthia had received a takeover bid from private equity company Pacific Equity Partners.
While bank deposit rates of up to 5% are welcome news to investors accustomed to derisory returns, rampaging inflation means that decent reliable dividends are more valuable than ever.
Here is my medium term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs. This is a task I planned to get around doing, when earlier in the year I compared the various ASX LICs performance for FY 2022. To clarify, I didn’t examine every LIC. I simply looked up…
Geoff Wilson is the Chairman of Wilson Asset Management (WAM). Geoff Wilson sat down with Owen Rask on The Australian Investors Podcast to his life, LICs and franking credits.
The following table coming up captures the performance of many of the most popular ASX Listed Investment Companies (LICs) for the financial year of 2022. When ASX LICs provide their own performance reporting within their ASX announcements, there is a range of ways they may choose to calculate such numbers. They could in theory leave…