Listed Managed Investment Reports

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.
Download Report
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.
Download Report
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.
Download Report
Aberdeen Leaders Ltd (ALR) - Maintains Recommended Rating
Friday, January 6, 2012
ALR is a listed investment company that was listed on the ASX 25 years ago. The company is managed by Aberdeen Asset Management Ltd, a global asset management group with over AU$279.5B of assets under management. ALR focuses on investing in S&P/ASX 200 stocks.
Download Report
Australian United Investment Company (AUI) - Recommended Rating - www.aui.com.au
Friday, January 6, 2012
AUI was founded by Sir Ian Potter in 1953 and was listed on the ASX in 1974. The company invests in a portfolio of ASX-listed securities to generate income and capital appreciation over the long-term.
Download Report