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LIC News & Analysis

AFIC bosses on its record discount, passive investing and pricey stocks
Personal Finance
AFIC bosses on its record discount, passive investing and pricey stocks
A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an...
Joseph Taylor | 27 November 2024
An intriguing theory explaining persistent LIC discounts
Personal Finance
An intriguing theory explaining persistent LIC discounts
The rise of trading discounts in closed-ended funds has challenged investors. Recent research suggests that funds that exhibit high volatility (or...
Kion Sapountzis | 06 October 2024
Why LICs may be close to bottoming
Funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle...
James Gruber | 03 April 2024
The 100-year-old Australian investment company you’ve never heard of
Funds
The 100-year-old Australian investment company you’ve never heard of
While household LIC names such as Australian Foundation Investment Company and Argo Investments grab the limelight, low key is how Whitefield prefers...
James Gruber | 16 March 2023
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Funds
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the...
Graham Hand | 23 March 2022
VAS vs AFI: Which is right for your portfolio?
ETFs
VAS vs AFI: Which is right for your portfolio?
We explore the key differences between exchange-traded funds and listed-investment companies.
Emma Rapaport | 08 September 2021
Biggest ETF launches this year (so far)
ETFs
Biggest ETF launches this year (so far)
New products look to provide access to sustainable investing, tap into high growth US tech giants and provide income in retirement.
Emma Rapaport | 07 July 2021
'It's the right thing to do': Monash LIC joins ETF ranks
Funds
'It's the right thing to do': Monash LIC joins ETF ranks
Monash Investors’ exit comes as listed investment companies continue to battle persistent discounts to NTA.
Lewis Jackson | 10 June 2021
Are you happy paying LIC kickbacks?
Funds
Are you happy paying LIC kickbacks?
Thousands of Australian investors are paying extra for listed investment companies because of fees to encourage product sales.
Glenn Freeman | 06 February 2020
Dividends and tax breaks: the case for the Australian Foundation Investment Company
Funds
Dividends and tax breaks: the case for the Australian Foundation Investment Company
There's a lot for Australia's retiree class to like about the Bronze-rated listed investment company Australian Foundation Investment Company 
Emma Rapaport | 24 October 2019