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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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January 2, 2013
Unlisted Managed Investment

Quantum Portfolio of Warrants – www.quantumwarrants.com.au Recommended Rating –

Quantum Portfolio of Warrants is issued by Quantum Investment Solutions Pty Ltd (Quantum), a division of the Quantum Group. The Portfolio of Warrants provides leveraged/unleveraged exposure to a portfolio of Australian equities, managed funds or unlisted securities...
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January 2, 2013
Unlisted Managed Investment

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Income Model Portfolio

The Income Model Portfolio aims to provide financial planners with access to an actively managed, long-term domestic equity portfolio to assist with the developments of client portfolios. The portfolio is designed to encompass stocks that are of high quality and have good dividend payout policys....
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January 2, 2013
Equity Research Coverage

Thundelarra Exploration Limited (ASX: THX) – Initiating Coverage – Base Metals/ Uranium – www.thundelarra.com

The company has developed a multi-commodity portfolio, which includes interests in base and precious metals and uranium. Our valuation of THX ranges from $0.076 to $0.155 per share. We view the new strategy of the company to focus on a select few projects and rationalisation of the portfolio as a positive step for the company....
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January 2, 2013
Equity Research Coverage

Toro Energy Limited (ASX: TOE) – Update Note – Uranium Project Developer/ Explorer – www.toroenergy.com.au

Wiluna Uranium Project Approval Delay: After receiving the long awaited environmental approval from the WA government at the Wiluna Uranium Project, the company has experienced a setback with the Federal Government delaying its final decision on the approval of the Project to 31 March 2013....
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