The portfolio will be constructed and managed by the Investment Manager, who will draw upon the knowledge, experience and insights of an Investment Committee with a very high degree of industry experience rather than by individuals occupying a traditional portfolio manager role.

Our research coverage of all the Listed Managed Investments in the Sector.

IIR has always held AFI in high regard, with a strong team and investment committee, transparency, exceptionally low costs and the benefits of a lengthy track-record. Investors can gain confidence from a long trackrecord in which the Manager has achieved its investment objectives over the long-term 10-year+ period

SWTZ seeks to provide investors exposure to a portfolio of actively managed large cap stocks with a focus on providing an attractive income stream with the benefits of high levels of franking. Given this objective, we would expect the trust to provide an above market dividend yield over the long-term.

Our Comprehensive Research coverage and commentary for the sector for the period ended May 2017.