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January 6, 2012
Listed Managed Investment

Djerriwarrah Investments Limited (DJW) – Recommended Rating – www.djerri.com.au

DJW was established in December 1989 before being listed in June 1995. The company invests predominately in S&P/ASX 50 stocks listed on the ASX where there is an active options market available...
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January 6, 2012
Listed Managed Investment

Diversified United Investment Limited (DUI) – Recommended Rating

DUI was listed on the ASX in 1991. The company invests in a portfolio of ASX-listed securities to generate income and capital appreciation over the long-term, similar to its sister company, AUI. The original investment mandate included diversified asset classes of international shares and fixed interest, however, the focus of the company has concentrated on Australian equities for many years now....
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January 6, 2012
Listed Managed Investment

GLOBAL MINING INVESTMENTS LIMITED (GMI) – Recommended Rating

GMI invests in metal and mining companies worldwide. The portfolio is managed by BlackRock Investment Management, whose London-based natural resources investment team manages approx. US$36B in assets....
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January 6, 2012
Listed Managed Investment

Mirrabooka Investments Limited (MIR) – Recommended Rating – www.mirra.com.au

MIR was established in April 1999 and was listed in June 2001. MIR focuses on the small- to mid-cap universe of the ASX, which it defines as those companies that fall outside the S&P/ ASX 50 index. MIR is a sister company of DJW and AFI, and these two companies are the two largest shareholders in MIR....
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January 6, 2012
Listed Managed Investment

Premium Investors Ltd (PRV) – Recommended Rating – www.premiuminvestors.com.au

PRV was founded by Treasury Group Limited in 2003 with the intention of providing investors with a fund-of-funds investment opportunity. The portfolio is managed by Treasury Group Investment Services Limited (TIS), which allocates funds to a selection of boutique investment managers....
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January 6, 2012
Listed Managed Investment

Westoz Investment Company (WIC) – Investment Grade Rating – www.westozfunds.com.au

WIC is a relatively new listed investment company established in May 2005 and listed in September 2009. The company is based in Western Australia (WA) and focuses on investing in ASX-listed stocks from around that area. The portfolio is managed by Westoz Funds Management, a wholly owned subsidiary of Euroz Limited....
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January 6, 2012
Unlisted Managed Investment

BT Financial Group – Managed Model Portfolio – Defensive

The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs)....
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January 6, 2012
Unlisted Managed Investment

BT Financial Group – Managed Model Portfolio – Balanced

The model portfolio is constructed and managed by the Managed Fund and Structured Investments team in the Advice & Private Bank division of BTFG (BTFG Research Team). The model portfolio comprises a selection of managed funds from the High Services List (HSL), a list of approved managed funds constructed and monitored by the BTFG Research team....
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January 5, 2012
Equity Research Coverage

Liquified Natural Gas Ltd (LNG) – Initiating Coverage – Awaiting Gas Supply Agreement

Liquefied Natural Gas Limited (LNG) is an ASX-listed mid-scale LNG plant developer and technology provider. The company’s primary project is the Fisherman’s Landing LNG Project, located in the Port of Gladstone in QLD. The company is in the process of securing a gas supply for the project to be able to progress to a Final Investment Decision (FID) and recommence construction....
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