Listed Managed Investment Reports

UBS IQ Research Preferred Australian Share Fund (ASX: ETF) - Index Fund That Tracks UBS Research Preferred Index - www.ubs.com.au
Thursday, June 6, 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
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Australian Foundation Investment Company - Long Term Growth Focus & Dividend Streams - www.afi.com.au
Wednesday, May 29, 2013
The company aims to provide shareholders with attractive investment returns through access to a steady stream of fully franked dividends and medium-to-long term capital growth from an investment in a diverse portfolio of ASX-listed companies.
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Aberdeen Leaders Ltd - Concentrated Portfolio of ASX listed Stocks - www. aberdeenasset.com.au
Wednesday, May 29, 2013
ALR endeavours to provide investors with high capital and dividend growth over the medium to long term through a concentrated portfolio of ASX-listed stocks.
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Amcil Ltd (AMH) - Invests in Large/ Small Cap Stocks - High Conviction - www.amcil.com.au
Wednesday, May 29, 2013
AMH’s portfolio will likely comprise 30 to 40 ASX-listed stocks. The manager also maintains a small trading portfolio to take advantage of short-term investment opportunities. The portfolio is concentrated with the top 20 holdings accounting for 81% of the portfolio. The Financial and Industrial sectors have the greatest allocation in absolute terms.
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Australian United Investment Company Limited (AUI) - Buy & Hold Investment Style - www.aui.com.au
Wednesday, May 29, 2013
AUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with over 80% of the portfolio (ex cash) allocated to stocks within the S&P/ASX 50. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the company may take high conviction positions in securities.
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