The following reports and updates on Listed Investment Companies (LICs) and Listed Managed Investments (LMIs) are provided by Bell Potter Securities, Independent Investment Research, and Morningstar. Latest publications can be accessed by clicking on the links below.
* Please note that the NTA/NAV data provided by LIC/LITs is often reported monthly or weekly which will distort the indicative NTA/NAV and premium/discounts in times of heightened market volatility *
LIC Report and Indicative NTAs
Bell Potter
11 Mar 2025 | 3 Mar 2025 | 24 Feb 2025 | 17 Feb 2025
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LMI/LIC Monthly Update
Independent Investment Research
17 Dec 2024 | 7 Nov 2024 | 3 Oct 2024 | 6 Sep 2024
LIC Monthly Report
Morningstar
Jan 2025 | Dec 2024 | Nov 2024 | Oct 2024 | Older reports
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Quarterly LIC Report
Bell Potter
Sep 2024 | Jun 2024 | Mar 2024
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Other Resources
Listed Landscape [currently offline]: providing independent, transparent, and easy to understand information on the 30 largest Australian LICs.