AUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with 90% 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.

BST seeks to identify high-quality companies that are able to grow sales and earnings at rates above GDP. BST uses a three-stage process to find attractive investment opportunities.

CTN uses a combination of top down and bottom up fundamental analysis to identify attractive investment opportunities in the small/micro cap universe. The manager focuses on stocks that have a market cap of between $10M and $350M at the time of acquisition

DJW invests in a concentrated portfolio of stocks, predominantly from within the S&P/ASX 50 index. As mentioned, the company utilises options to generate increased income for the portfolio. Given the company writes call options, the portfolio may experience high levels of turnover if the options are exercised.

DUI provides cost-effective access to a portfolio that primarily consists of ASX-listed securities. The Board increased its international exposure to 8.9% over the December quarter through the addition of BetaShares US Dollar ETF (USD).