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

February 6, 2012

SPDR S&P/ASX 50 Fund (SFY) – Recommended Rating

SFY is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 50 Accumulation Index through a single transaction on the ASX. SFY is managed by State Street Global Advisors Australia Limited (SSgA)...
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
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...
Register to Dowload
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....
Register to Dowload
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....
Register to Dowload
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