ETF, LIC & LITs

In the latest LIC Quarterly report we discuss unlocking value through options and convertible securities.

A portfolio is not a set and forget outcome. Once constructed and adequately tailored, a portfolio will need to be monitored and reviewed at regular intervals, with the composition revised.

In the latest LIC Quarterly report we discuss one method for identifying and determining the importance of pre-tax NTA versus post-tax NTA, as well as the treatment of pre-tax and post-tax net effects considered in this calculation.

Fundamental to the construction of any investment portfolio, return objectives and expectations must be tailored such that they consistent with risk objectives.

Tracking Difference and Tracking Error are two measures that can assist clients in evaluating the efficiency of a manager’s ability to replicate reference index returns.

Following amendments in the regulatory body, Authorised Participants (APs) are no longer required to identify as an Australian resident for tax purposes.