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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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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April 6, 2012

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

WAX was listed in August 2003 under the name Wilson Investment Fund Limited (WIL). The portfolio is managed by Wilson Asset Management. The company invests predominantly in small to medium sized ASX-listed industrial companies...
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March 6, 2012

SPDR S&P/ASX Small Ordinaries Fund (SSO) – Recommended Rating

SSO is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX Small Ordinaries Index. SSO was listed on the ASX AQUA market on 13 April 2011. SSO was launched to provide investors the ability to make sector specific investments....
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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 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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February 6, 2012

Hyperion Flagship Investments Limited (HIP) – Recommended Rating – www.hyperionfi.com.au

HIP is a listed investment company that invests in a portfolio of ASX-listed shares. HIP was originally listed as Wilson Investments Taurine Fund. Its name was changed to Hyperion Flagship Investments Limited in August 2005, to reflect the change in the name of the manager to Hyperion Asset Management Limited....
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February 6, 2012

SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF) – Recommended Rating

OZF is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 200 Financials Ex A-REIT sector. OZF was listed on the ASX AQUA market on 13 April 2011, and was launched to provide investors the ability to make sector specific investments...
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February 6, 2012

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

OZR is an exchange traded fund (ETF) that offers investors the ability to invest in the S&P/ASX 200 Resource sector. OZR was listed on the ASX AQUA market on 13 April 2011....
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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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