Listed Managed Investment Reports

Australian United Investment Company Limited (ASX: AUI) - Buy & Hold Investment Approach - www.aui.com.au
Sunday, September 22, 2013
AUI has a buy-and-hold investment style, with the company only exiting investments if the board believes there has been deterioration in the industry and/or the management. The Board of Directors currently comprises five members who take on the role of the investment management and stock selection.
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Djerriwarrah Investments Limited (ASX: DJW) - Invests in ASX/ S&P 50 Index - www.djerri.com.au
Sunday, September 22, 2013
DJW invests in a portfolio of ASX-listed stocks, primarily from the S&P/ASX 50 index, given that this sector of the market offers an active options market. To increase its income, DJW writes covered call options over the stocks held in the portfolio. This generates income from the premiums paid by third parties to acquire the options.
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Diversified United Investment Limited (ASX: DUI) - Buy & Hold Investment Style - www.dui.com.au
Sunday, September 22, 2013
DUI has a buy-and-hold investment style, with the company only exiting investments if the board believes there has been deterioration in the industry and/or the management. The Board of Directors currently comprises four members who take on the role of the investment management and stock selection.
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UBS IQ Research Preferred Australian Share Fund (ASX: ETF) - Index Fund That Tracks UBS Research Preferred Index - www.ubs.com.au
Sunday, September 22, 2013
The Fund aims to provide investment returns that closely correspond to the performance of the UBS Research Preferred Index, before fees and expenses. The UBS Research Preferred Index is constructed by UBS Securities Australia Limited and is based on a selection of Australian equities covered by the UBS equity research team that primarily have a Buy rating.
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Flagship Investments Limited (ASX: FSI) - Buy & Hold Approach, Unique Screening for Investments - www.flagshipinvestments.com.au
Sunday, September 22, 2013
FSI seeks to identify high-quality companies that are able to grow sales and earnings at rates above GDP. FSI uses a three-stage process to find attractive investment opportunities. Initially, FSI screens ASX-listed companies based on three criteria noted in our detailed research report.
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