reports
- Independent Research
LMI Monthly Update - Are You Doubling Down on Your Aussie Large Cap Ex...
Full Report Available at Are You Doubling Down on Your Aussie Large Cap Exposure? The release of financial accounts is one of the few occasions we get a look at the full portfolio of a LIC or LIT. With the completion of results season for the majority of LICs and LITs at August-end we got a look at the portfolios and thought it was a good time to take a look at whether Australian Large Cap LICs offer a level of diversification or whether investors are doubling down on their stock exposure in t...
- Independent Research
Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX code: LGSE...
Full Report Available at Loomis Sayles Global Equity Fund (Quoted Managed Fund), (ASX: LSGE) (the “Fund”) is a newly listed Exchange Traded Managed Fund (ETMF), also known as an Active ETF. The Fund was listed on 1 October 2021 and provides exposure to the Loomis Sayles Global Equity Opportunities Strategy (the “Strategy”), which was established in October 2004. The Responsible Entity (RE) is Investors Mutual Limited who has appointed Loomis, Sayles & Company, L.P as the Investment Manager (“L...
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