Listed Managed Investment Reports

Djerriwarrah Investments Limited (DJW) - Invests in ASX 50 Stocks - www.djerri.com.au
Wednesday, May 29, 2013
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.
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Diversified United Investment Limited (DUI) - Buy & Hold Investment Style -
Wednesday, May 29, 2013
DUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with 86% of the portfolio allocated to stocks within the S&P/ASX 50 as at 31 March 2013. 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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Mirrabooka Investments Limited (MIR) - Small to Mid Cap Companies - www.mirra.com.au
Wednesday, May 29, 2013
The portfolio is diversified, typically consisting of 50 to 80 stocks. Given the company invests in small- to mid-cap 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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Milton Corporation Ltd (MLT) - Large Cap Stocks - www.milton.com.au
Wednesday, May 29, 2013
MLT focuses on large cap stocks and on those stocks that provide attractive dividends. As such, the portfolio tends to be overweight banks and underweight resource stocks. The portfolio is concentrated with the top 20 stocks accounting for 72% of the portfolio. The portfolio currently has a significant overweight position in WBC at 13.2%.
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WAM Active Limited (WAA) - Absolute Return Focus - www.wamfunds.com.au
Wednesday, May 29, 2013
WAA invests predominantly in ASX-listed securities. Given the objective of the company, the manager has the ability to short sell securities. The manager uses a ‘Market Driven’ approach to investing, in which it aims to take advantage of short-term relative arbitrage and mispricing in the market.
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