Listed Managed Investment Reports

Australian Leaders Fund (ALF) - One of the Highest Yield Offering in Comparison to Peers - www.watermark.com.au
Wednesday, April 3, 2013
ALF is a listed investment company that invests in a portfolio of ASX-listed shares. The company listed on the ASX in February 2004. The company is managed by Watermark Funds Management, an external manager, which employs a long/short strategy.
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Argo Investments Limited (ARG) - Focus On Large Cap Stocks, ASX 50 - www.argoinvestments.com.au -
Sunday, February 3, 2013
ARG is an older-style LIC, listing on the ASX in 1963. ARG has a conservative approach to investing, with a long term investment horizon, and a focus on providing investors with capital growth and a dividend stream that, over time, grows faster than inflation.
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SPDR S&P/ASX Australian Bond Fund (BOND) - ETF With Exposure to Aust. Fixed Interest Securities - www.spdrs.com.au
Sunday, February 3, 2013
BOND is an index fund that tracks the S&P/ASX Australian Fixed Interest Index. BOND seeks to achieve this by holding a sample of the securities in the index to build a representative portfolio that provides a return and characteristics comparable to that of the index.
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Milton Corporation Ltd (MLT) - Large Cap ASX Stocks, Overweight Banks - www.milton.com.au
Sunday, February 3, 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. MLT offers investors access to a portfolio of ASX-listed securities and other investments at minimum cost, with a management fee of just 0.16%. MLT is heavily weighted to banks, and as such, investors should be bullish on this sector.
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Vanguard Australian Shares Index ETF (VAS) - ETF Tracks ASX 300 Index - www.vanguard.com.au
Sunday, February 3, 2013
VAS is an index fund that tracks the S&P/ASX 300 Accumulation Index. VAS seeks to achieve this by holding all, or substantially all, of the securities that make up the index. The securities will be held in the same proportion as the index but may marginally diverge from time to time.
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