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The relevance of LICs in the modern market

In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space.

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Over on the Rask Community we put up a post asking what people thought of LICs, if they invest in them and what they think about the premiums and discounts they trade at. The response surprised us. The surprise did not come from the content of the replies but the lack of replies.

This prompted us to ask a question, are LICs relevant in a modern market? Joining us today is Geoff Driver of the grandfather of LICs AFIC, Dan McCleery from Acorn Investment Company and Amanda Lambert from comparative newcomer, Qualitas Real Estate Income Trust.

In this episode we have a round table discussion about the current landscape for the structure in a world dominated by ETFs, the quality of LIC managers, what are the red flags to look for when assessing an opportunity and we highlight a major hurdle when it comes to comparing apples with apples in the LIC space.

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Podcast resources

Our original Rask Community post that sparked this conversation.

Australian Foundation Investment Company (ASX: AFI)

Qualitas Real Estate Income Fund (ASX: QRI)

Acorn Capital Investment Fund Limited (ASX: ACQ)

SAy g'day to these 👇

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The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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