Listed Managed Investment Reports
Whitefield Ltd (WHF) - Recommended Rating - www.whitefield.com.au
Monday, February 6, 2012WHF 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, 2012AFI 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, 2012ALF 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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Aberdeen Leaders Ltd (ALR) - Maintains Recommended Rating
Friday, January 6, 2012ALR 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.
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Australian United Investment Company (AUI) - Recommended Rating - www.aui.com.au
Friday, January 6, 2012AUI 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.
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