Performance
Share Price performance for the 30 largest LICs on the ASX.
Click the LIC Name to view visual charts of this metric.
| Dividends Reinvested Net | Dividends Reinvested Gross | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Size | Updated | 1yr | 3yrs | 5yrs | 10yrs | 1yr | 3yrs | 5yrs | 10yrs |
| Australian Foundation Investment Comp... | $9.1B | Feb-24 | 2% | 4% | 8% | 6% | 3% | 6% | 9% | 7% |
| Argo Investments Limited | $6.7B | Feb-24 | 2% | 6% | 7% | 6% | 3% | 7% | 9% | 8% |
| MFF Capital Investments Limited | $2.1B | Feb-24 | 48% | 15% | 9% | 11% | 51% | 16% | 10% | 12% |
| WAM Capital Limited | $1.8B | Feb-24 | 5% | -1% | 1% | 5% | 10% | 2% | 5% | 8% |
| L1 Long Short Fund Limited | $1.8B | Feb-24 | 5% | 13% | 16% | - | 7% | 14% | 17% | - |
| WAM Leaders Limited | $1.8B | Feb-24 | -4% | 4% | 10% | - | -2% | 7% | 13% | - |
| BKI Investment Company Limited | $1.4B | Feb-24 | 0% | 10% | 6% | 5% | 2% | 12% | 8% | 7% |
| Australian United Investment Company ... | $1.3B | Feb-24 | 2% | 7% | 8% | 7% | 4% | 9% | 9% | 8% |
| Diversified United Investment Limited | $1.1B | Feb-24 | 2% | 5% | 7% | 7% | 4% | 6% | 9% | 9% |
| Plato Income Maximiser Limited | $917M | Feb-24 | 3% | 6% | 9% | - | 5% | 8% | 12% | - |
| PM Capital Global Opportunities Fund ... | $826M | Feb-24 | 17% | 25% | 18% | 11% | 20% | 28% | 20% | 13% |
| WAM Global Limited | $825M | Feb-24 | 24% | -2% | 7% | - | 27% | 0% | 8% | - |
| Carlton Investments Limited | $782M | Feb-24 | 3% | 6% | 3% | 5% | 5% | 7% | 4% | 7% |
| Djerriwarrh Investments Limited | $775M | Feb-24 | 11% | 4% | 3% | 1% | 13% | 6% | 6% | 3% |
| Mirrabooka Investments Limited | $630M | Feb-24 | 15% | 0% | 8% | 5% | 17% | 1% | 9% | 6% |
| Whitefield Industrials Limited | $615M | Feb-24 | 8% | 3% | 8% | 7% | 10% | 5% | 10% | 9% |
| Hearts and Minds Investments Limited | $592M | Feb-24 | 7% | -15% | 2% | - | 9% | -13% | 3% | - |
| VGI Partners Global Investments Limited | $558M | Feb-24 | 18% | -3% | -4% | - | 21% | -1% | -2% | - |
| Future Generation Global | $522M | Feb-24 | 8% | -1% | 1% | - | 10% | 1% | 2% | - |
| Future Generation Australia | $480M | Feb-24 | -2% | 0% | 3% | - | 0% | 2% | 5% | - |
| Perpetual Equity Investment Company L... | $455M | Feb-24 | 5% | 5% | 8% | - | 8% | 8% | 11% | - |
| Platinum Capital Limited | $388M | Feb-24 | 4% | 2% | 0% | 2% | 6% | 4% | 2% | 4% |
| Regal Asian Investments Limited | $366M | Feb-24 | -1% | -1% | - | - | 1% | 0% | - | - |
| Argo Global Listed Infrastructure Lim... | $360M | Feb-24 | -4% | 5% | 5% | - | -3% | 7% | 6% | - |
| AMCIL Limited | $337M | Feb-24 | 6% | 2% | 8% | 6% | 8% | 3% | 10% | 7% |
| WAM Microcap Limited | $323M | Feb-24 | -2% | -4% | 9% | - | 1% | -1% | 11% | - |
| Platinum Asia Investments Limited | $314M | Feb-24 | 0% | -8% | 0% | - | 2% | -6% | 2% | - |
| Pengana International Equities Limited | $305M | Feb-24 | 26% | 0% | 6% | 7% | 29% | 2% | 8% | 9% |
| WAM Research Limited | $249M | Feb-24 | -5% | -5% | 3% | 7% | -2% | -2% | 6% | 10% |
| Cadence Capital Limited | $225M | Feb-24 | -8% | 1% | 4% | 0% | -5% | 4% | 7% | 3% |
* 'Dividends Reinvested Net' only considers the cash component of any Dividends, not the Franking Credits (i.e. is Post-Tax).
* 'Dividends Reinvested Gross' includes the effect of any Franking Credits included with Dividends (i.e. is Pre-Tax).
* 'Dividends Reinvested Gross' is the comparabe metric to an ETF/ Index Fund, or other investment quoted Pre-Tax (e.g. a Term Deposit).