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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February 6, 2012
Argo Investments Limited (ARG) – Recommended Rating www.argoinvestments.com.au –
ARG is an older-style LIC, listing on the ASX in 1963. ARG has a conservative approach to investing, 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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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)...
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February 6, 2012
SPDR S&P/ASX 200 Listed Property Fund (SLF) – Recommended Rating
SLF is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 200 A-REIT Index through a single transaction on the ASX. SLF is managed by State Street Global Advisors Australia Limited (SSgA...
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February 6, 2012
SPDR S&P/ASX Australian Government Bond Fund (GOVT) – Recommended Rating
GOVT is one of two new fixed interest ETFs offered by SPDR ETFs. GOVT is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX Government Bond Index through a single transaction on the ASX. GOVT is managed by State Street Global Advisors Australia Limited (SSgA), the first company to launch ETFs in Australia....
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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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