Our Research

Listed Managed Investment

Listed Managed Investments – Research for this sector is provided on an ongoing basis. Our research includes Listed Investment Companies (LICs), Listed Investment Trusts (LITs), and Exchange Traded Managed Funds (ETMFs).

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July 6, 2012

Vanguard Australian Government Bond Index ETF (VGB) – Recommended Rating – www.vanguard.com.au

VBG was recently added to the ETF offerings from Vanguard. VGB is an exchange-traded fund (ETF) that offers investors an opportunity to gain exposure to the UBS Government Bond index through a listed, index-tracking vehicle...
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July 6, 2012

WAM Capital Limited (WAM) – Recommended Rating – www.wamfunds.com.au

WAM was listed in August 1999 and is managed by Wilson Asset Management. WAM provides an actively managed fund that focuses on investing in a diversified portfolio of growth companies, primarily small-to-mid cap securities....
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June 6, 2012

SPDR S&P/ASX 200 Fund (STW) – Recommended Rating

STW is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 200 Accumulation Index through a single transaction on the ASX. STW is managed by State Street Global Advisors Australia Limited (SSgA)...
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June 6, 2012

Vanguard Australian Property Securities Index ETF (VAP) – Recommended Rating – www.vanguard.com.au

VAP is an exchange-traded fund (ETF) that offers investors a chance to gain exposure to the S&P/ASX 300 A-REIT Index through a listed, index-tracking vehicle. The ETF is managed by Vanguard Investments Australia Ltd, a wholly owned subsidiary of The Vanguard Group Inc....
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June 6, 2012

Vanguard Australian Shares Index ETF (VAS) – Recommended Rating – www.vanguard.com.au

VAS is an exchange-traded fund (ETF) that offers investors a chance to gain exposure to the S&P/ASX 300 index through a listed, index-tracking vehicle. Most investors can gain access to VAS by buying units on the ASX...
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May 6, 2012

Templeton Global Growth Fund Limited (TGG) – Recommended Rating – www.tggf.com.au

TGG invests in a portfolio of international securities. TGG’s portfolio is managed by Franklin Templeton Investments Australia Limited (the Manager), a wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN)....
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May 6, 2012

WAM Active Limited (WAA) – Recommended Rating – www.wamfunds.com.au

WAA is an actively managed absolute return fund that was listed in January 2008. The portfolio is managed by Wilson Asset Management. WAA aims to achieve a sound return with a low correlation to traditional markets...
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April 6, 2012

SPDR MSCI Australia Select High Dividend Yield Fund (SYI) – Recommended Rating

SYI is an exchange traded fund (ETF) that offers investors the ability to invest in a passively managed fund that replicates the MSCI Australia Select High Dividend Yield Index. SYI was listed on the ASX AQUA market on 29 September 2010....
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April 6, 2012

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

VEU is the locally-listed CHESS Depositary Interest (CDI) of a US-based exchange-traded fund (ETF). The ETF offers investors the chance to gain passive exposure to world markets (outside the US) through a listed, index-tracking vehicle...
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