Listed Managed Investment Reports

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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Clime Capital Limited (CAM) - Concentrated Portfolio of ASX Stocks, Management Focus - www. clime.com.au
Wednesday, May 29, 2013
CAM holds a concentrated portfolio of around 30 securities. CAM allocates the portfolio between cash and ASX-listed securities. In the event CAM cannot identify value they will hold cash. As at 31 December 2012, the cash component of the portfolio was 16.7%. The portfolio is actively managed and thus will experience portfolio rotation.
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