Listed Managed Investment Reports

Mirrabooka Investments Limited (ASX: MIR) - Focus on Small to Medium ASX List Co's. - Outside ASX 50
Monday, April 20, 2015
The portfolio is diversified, typically consisting of 50 to 80 stocks. The company invests in stocks of all sizes, including large cap and small cap stocks. Given over 60% of the portfolio is invested in ex-100 stocks the portfolio encompasses a greater level of risk than portfolios comprising larger-cap stocks, due to the reliance of smaller companies on single markets, products or key personnel and the reduced liquidity of these stocks
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WAM Active Limited (ASX: WAA) - Absolute Return Focus - Steady Stream of Franked Dividends
Monday, April 20, 2015
The portfolio may hold between 10 and 100 investments and therefore the level of concentration will vary. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the manager may take large positions in an individual security.
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WAM Capital Limited (ASX: WAM) - Growth Companies - Dividend Focus - Small to Mid Cap Companies
Monday, April 20, 2015
WAM predominantly invests in small-to-mid cap stocks. The Manager primarily maintains small positions in securities to minimise risk, however, there are no size restrictions on investments so the manager can take high conviction positions in a stock if they so desire. We note that smaller cap stocks tend to entail a greater level of risk; however, the upside potential can be considerable.
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WAM Research Limited (ASX: WAX) - Research Focus - Small to Mid Cap Companies - Dividend Focus
Monday, April 20, 2015
WAX aims to maintain a portfolio of between 30 and 60 securities. The manager focuses on small-to-mid cap stocks with most investments outside the top 100. Given the company focuses on industrial stocks, the portfolio has very little, if any, exposure to the resource sector.
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Whitefield Ltd (ASX: WHF) - Oldest LIC - Industrial Companies Only - Long Term Capital & Dividend Growth
Monday, April 20, 2015
The manager primarily invests in large cap stocks with over 80% of the portfolio invested in top 50 stocks, in line with the benchmark index. The portfolio is heavily weighted to the Financials sector
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