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January 3, 2013
Listed Managed Investment

SPDR MSCI Australia Select High Dividend Yield Fund (SYI) – ETF replicates the MSCI Australia Select High Dividend Yield Index – www.spdrs.com.au

SYI provides investors cost- and tax-effective exposure to the MSCI Australia Select High Dividend Yield Index. The appointed market maker ensures that liquidity is available for investors. The fund will accrue dividends and distributions from the securities comprising the portfolio and distribute them quarterly, net of fees and with any appropriate franking credits....
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January 3, 2013
Listed Managed Investment

Templeton Global Growth Fund Limited (TGG) – International Equities Fund – www.tggf.com.au

TGG holds a diversified portfolio of international equities with the portfolio comprising 97 stocks at December-end. The Manager has no imposed restrictions with respect to country or sector weightings, however, aims to maintain a portfolio of prudent diversification for risk management....
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January 3, 2013
Listed Managed Investment

Vanguard Australian Property Securities Index ETF (VAP) – ETF Mimics ASX 300 A-REIT Index – www.vanguard.com.au

The portfolio sets out to mimic the S&P/ASX 300 A-REIT Accumulation Index. Given VAP only invests in property securities, the portfolio is not diversified by sector and has limited security diversification as there are only 20 securities in the index. In line with the index on which it is based, VAP is heavily weighted to the two Westfield securities, which make up ~40% of the index....
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January 3, 2013
Listed Managed Investment

Vanguard All-World ex-US Shares Index ETF (VEU) – www.vanguard.com.au

VEU holds a large number of investments, 2,314 as at 31 December 2012, located across ~46 countries in line with the FTSE All-World ex-US Index. VEU’s portfolio is well diversified with the largest position being less than 2% of the portfolio....
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January 3, 2013
Listed Managed Investment

Vanguard US Total Market Shares Index ETF (VTS) – www.vanguard.com.au

VTS provides investors with a simple and, given the low MER, very cost-effective way to gain exposure to what is almost the entire US stock market. The fund accrues dividends and distributions from the securities comprising the portfolio and distributes them quarterly, net of any fees. Distributions are subject to a 15% US withholding tax....
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January 3, 2013
Listed Managed Investment

WAM Active Limited (WAA) – Active Manager in ASX Listed Stocks – www.wamfunds.com.au

WAA invests predominantly in ASX-listed securities. Given the objective of the company, the manager has the ability to short sell securities. The manager uses a ‘Market Driven’ approach to investing, in which it aims to take advantage of short-term relative arbitrage and mispricing in the market....
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January 3, 2013
Listed Managed Investment

WAM Capital Limited (WAM) – Invests in Diversified Portfolio of Growth Companies – www.wamfunds.com.au

WAM’s portfolio focuses on small-to-mid cap stocks with the majority of investments being in companies outside the S&P/ASX 100. The manager tends to hold small positions in stocks. Given the company focuses on industrial stocks...
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January 3, 2013
Listed Managed Investment

Whitefield Ltd (WHF) – Manager in Large Cap Stocks – www.whitefield.com.au

The manager primarily invests in large cap stocks with 80% of the portfolio invested in top 50 stocks at 31 December 2012. The portfolio is heavily weighted to the Financials sector with 48% of the portfolio allocated to this sector, therefore investors should be bullish on the sector....
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January 3, 2013
Listed Managed Investment

Westoz Investment Company (WIC) – Small/Micro Cap investment Manager – www.westozfunds.com.au

The company has a medium-to long-term investment outlook with investment selection based on the premise that financial markets and individual securities can, and do, deviate from fair value. The manager uses research provided by Euroz Securities (the stockbroking arm of Euroz Limited) as a primary screen to identify suitable investment opportunities....
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