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

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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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

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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January 6, 2012

Westoz Investment Company (WIC) – Investment Grade Rating – www.westozfunds.com.au

WIC is a relatively new listed investment company established in May 2005 and listed in September 2009. The company is based in Western Australia (WA) and focuses on investing in ASX-listed stocks from around that area. The portfolio is managed by Westoz Funds Management, a wholly owned subsidiary of Euroz Limited....
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January 6, 2011

Amcil Ltd (AMH) – Recommended Rating

AMH was listed in February 2000. The company was initially a thematic investor, focusing on the telecommunications and media sectors. In 2002 shareholders voted to wind down the portfolio due to concerns about the viability of the portfolio and the sectors in which the company invested. In 2003, the board proposed to recapitalise the company and employ a different investment strategy....
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