Unlisted Investments and Industry Funds

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Unlisted Investments and Industry Funds

Recently we saw an article in the Australian (23 July) showing that retail funds have been outperforming industry funds. Researcher Chant West pointed out that this was because the funds carry a high proportion of unlisted assets. I’ve attached an article from MLC Implemented Consulting that highlights the main drawbacks of too many unlisted assets (valuation lag and illiquidity)

Click here to download the PDF document

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