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January 3, 2013
Listed Managed Investment

Djerriwarrah Investments Limited (DJW) – Company Offers a Greater Yield Than The Benchmark Index – www.djerri.com.au

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...
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January 3, 2013
Listed Managed Investment

Djerriwarrah Investments Limited (DJW) – Company Offers a Greater Yield Than The Benchmark Index – www.djerri.com.au

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...
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January 3, 2013
Listed Managed Investment

Djerriwarrah Investments Limited (DJW) – Company Offers a Greater Yield Than The Benchmark Index – www.djerri.com.au

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...
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January 3, 2013
Listed Managed Investment

Diversified United Investment Limited (DUI) – Focus on Large Cap Stocks, ASX 50 – www.dui.com.au

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. ...
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January 3, 2013
Listed Managed Investment

Flagship Investments Limited (FSI) – High Conviction Manager – www.flagshipinvestments.com.au

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....
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January 3, 2013
Listed Managed Investment

SPDR S&P/ASX Australian Government Bond Fund (GOVT) – ETF Provides Exposure to Govt Bond Index – www.spdrs.com.au

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....
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January 3, 2013
Listed Managed Investment

Mirrabooka Investments Limited (MIR) – Small Cap Focus – www.mirra.com.au

The portfolio is diversified, typically consisting of 50 to 80 stocks. Given the company invests in small- to mid-cap stocks, the portfolio encompasses a greater level of risk than portfolios comprising larger-cap stocks, due to the reliance of smaller companies on single markets. The portfolio outperformed the S&P/ASX Small Ords Accumulation Index by 2.1% over the December 2012 quarter....
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January 3, 2013
Listed Managed Investment

SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF) – ETF with Exposure to the A-REIT Sector – www.spdrs.com.au

The portfolio will mimic the S&P/ASX 200 Financials Ex A-REIT Accumulation Index. The index comprises 20 stocks. Five of these stocks account for 77% of the index, therefore fluctuations in these stocks will have a large impact on the performance of the index. Turnover is expected to be low....
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January 3, 2013
Listed Managed Investment

SPDR S&P/ASX 200 Resources Fund (OZR) – ETF that Tracks Resources Accumulation Index – www.spdrs.com.au

OZR is an index fund that tracks the S&P/ASX 200 Resource Accumulation Index, whereby the manager holds all the shares in the index on a full replication basis.The fund is passively managed, with turnover only occurring when there is a change in the index by S&P....
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