Archive | Exchange traded products

LIC dividends

What is happening with LIC dividends?

LICs can sustain their dividends not only from current year profits, but from reserves built up in prior years. This report looks at reserve levels as a sign of consistency of future dividends.

XIV-index

VIX, XIV and all that jazz

The collapse of the Exchange Traded Note (ETN) linked to the value of the VIX was a warning to traders not to be complacent about volatility, and the entire market felt the impact.

Greg-Paramor-Folkestone

Summer Series Guest Editor, Greg Paramor AO

I like to learn from history, but also look into the future. The articles chosen provide some of the essentials of good investing, but they also peer over the horizon on what the future might bring.

tax purposes

LICs: Traders versus investors for tax purposes

The ATO distinguishes between LICs, deeming some as investors for tax purposes and some as traders for tax purposes. This distinction has implications for the way dividends are sourced and capital gains are treated.

ETF growth

The imposing trajectory of ETFs

ETFs offer competitive pricing and easy access for investors, plus a wide range of market exposures. EY is forecasting wider investment mandates and continuing double-digit ETF growth globally.

international exposure

LIC update: benefits of international exposure

Listed Investment Companies (LICs) with international exposures delivered the best results in the last 12 months, showing the Australian focus of most local investors would benefit from greater diversification.

ETF industry listed

Latest LIC and ETF updates

Australian LICs and ETFs are holding about $65 billion listed on the ASX, and although the unlisted managed fund is significantly larger, listed trusts are gaining market share. Our Education Centre has the latest data.

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