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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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)....
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January 6, 2012

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

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

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

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

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....
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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....
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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....
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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....
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