Screenshot of LICs & LITs Research Table with Filter

Listed Investment Company (LIC) and Listed Investment Trusts (LITs) research is provided via it’s own research table in the Members Research Portal, with a sample screenshot of this below. It includes their RATING, asset class, and performance data. The default setting of the table is that almost 80 LICs / LITs are listed in alphabetical order, however a member can reduce this list using their own research criteria via the use of the filters, and can then arrange the order by clicking on the column of choice (either ascending or descending).

 

Product Viewpoint pdf reports are available on many (but not all) LICs / LITs. These are a two-page summary research report, which includes information of what the fund is, performance tables, how to use the fund in a portfolio, the “rating” of the fund, Lonsec’s overall opinion of the fund, fund manager profile, Lonsec’s suggested risk profile suitability, and it’s strengths and weaknesses. They can be accessed by clicking on the graph icon in the REPORT column of the LIC / LIT a member is interested in.

 

CLICK HERE for a sample.

 

Note: the screenshot below is not current data. Do not rely on this information for investment decisions. It is also truncated, and does not show the full list of LICs / LITs available.

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