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).

Please select a sector to filter the reports

January 6, 2012

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....
Register to Dowload
January 6, 2012

Australian Foundation Investment Corporation (AFIC) – Maintains Recommended Rating

AFI is one of the original listed investment companies, established in 1928. AFI has a relatively conservative investment approach, with a long term investment horizon, and a focus on providing investors with capital growth and a dividend stream that, over time, grows faster than inflation....
Register to Dowload
January 6, 2012

Australian Leaders Fund (ALF) – Highly Recommended Rating

ALF is a listed investment company that invests in a portfolio of ASX-listed shares. The company listed on the ASX in February 2004. The company is managed by Watermark Funds Management, an external manager, which employs a long/short strategy....
Register to Dowload
January 6, 2012

Aberdeen Leaders Ltd (ALR) – Maintains Recommended Rating

ALR is a listed investment company that was listed on the ASX 25 years ago. The company is managed by Aberdeen Asset Management Ltd, a global asset management group with over AU$279.5B of assets under management. ALR focuses on investing in S&P/ASX 200 stocks....
Register to Dowload
January 6, 2012

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....
Register to Dowload
January 6, 2012

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....
Register to Dowload
January 6, 2012

Australian United Investment Company (AUI) – Recommended Rating – www.aui.com.au

AUI was founded by Sir Ian Potter in 1953 and was listed on the ASX in 1974. The company invests in a portfolio of ASX-listed securities to generate income and capital appreciation over the long-term....
Register to Dowload
January 6, 2012

SPDR S&P/ASX Australian Bond Fund (BOND) – Recommended Rating

BOND is one of two new fixed interest ETFs offered by SPDR ETFs. BOND is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX Australian Fixed Interest Index through a single transaction on the ASX. BOND is managed by State Street Global Advisors Australia Limited (SSgA)...
Register to Dowload
January 6, 2012

Clime Capital Limited (CAM) – Recommended Rating – www.clime.com.au

CAM was listed in 2004. The company invests in ASX-listed securities, including stocks and bonds. The portfolio is managed by Clime Investment Management Ltd (an ASX-listed company)....
Register to Dowload