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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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

Vanguard US Total Market Shares Index ETF (VTS) – Recommended Rating – www.vanguard.com.au

VTS is the locally-listed CHESS Depositary Interest (CDI) of a US-based exchangetraded fund (ETF). The ETF offers investors the chance to gain passive exposure to the US market through a listed, index-tracking vehicle....
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February 6, 2012

Whitefield Ltd (WHF) – Recommended Rating – www.whitefield.com.au

WHF was founded in 1923 and is one of Australia’s oldest listed investment companies. The company provides exposure to ASX listed industrial stocks, therefore there will be little, if any, exposure to resource stocks....
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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

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....
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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)...
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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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