DJW invests in a portfolio of ASX-listed stocks, primarily from the S&P/ASX 50 index, given that this sector of the market offers an active options market. To increase its income, DJW writes covered call options over the stocks held in the portfolio. This generates income from the premiums paid by third parties to acquire the options

DJW invests in a portfolio of ASX-listed stocks, primarily from the S&P/ASX 50 index, given that this sector of the market offers an active options market. To increase its income, DJW writes covered call options over the stocks held in the portfolio. This generates income from the premiums paid by third parties to acquire the options

DUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with 85% of the portfolio allocated to stocks within the S&P/ASX 50 as at 31 December 2012. 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.

FSI has a concentrated portfolio of ASX-listed stocks. The company takes high-conviction positions in companies identified as attractive. Large-cap stocks account for just over half the portfolio, with the rest split between mid- and small-cap stocks.

GOVT is an index fund that tracks the S&P/ASX Government Bond Index. GOVT seeks to achieve this by holding a sample of the securities in the index to build a representative portfolio that provides a return comparable to that of the index.