Listed Managed Investment Reports

SPDR S&P/ASX 200 Listed Property Fund (SLF) - Recommended Rating
Monday, February 6, 2012
SLF is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 200 A-REIT Index through a single transaction on the ASX. SLF is managed by State Street Global Advisors Australia Limited (SSgA
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Vanguard US Total Market Shares Index ETF (VTS) - Recommended Rating - www.vanguard.com.au
Monday, February 6, 2012
VTS is the locally-listed CHESS Depositary Interest (CDI) of a US-based exchangetraded fund (ETF). The ETF offers investors the chance to gain passive exposure to the US market through a listed, index-tracking vehicle.
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Whitefield Ltd (WHF) - Recommended Rating - www.whitefield.com.au
Monday, February 6, 2012
WHF was founded in 1923 and is one of Australia’s oldest listed investment companies. The company provides exposure to ASX listed industrial stocks; therefore there will be little, if any, exposure to resource stocks.
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Australian Foundation Investment Corporation (AFIC) - Maintains Recommended Rating
Friday, January 6, 2012
AFI is one of the original listed investment companies, established in 1928. AFI has a relatively conservative investment approach, 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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Australian Leaders Fund (ALF) - Highly Recommended Rating
Friday, January 6, 2012
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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