Listed Managed Investment Reports

Aberdeen Leaders Ltd (ASX: ALR) - Investing in S&P/ASX 200 Stocks
Sunday, April 19, 2015
The company is managed by Aberdeen Asset Management Limited, the Australian subsidiary of the global asset management group, Aberdeen Asset Management PLC, which has over US$540B of assets under management. ALR focuses on investing in S&P/ASX 200 stocks.
Download Report
Amcil Limited (ASX: AMH) - High Conviction Focus - Capital Growth
Sunday, April 19, 2015
AMH invests in a portfolio of large and small cap ASX-listed stocks. AMH has a buy and hold approach with investment opportunities identified through the use of fundamental analysis, with a focus on attractive relative valuations, the growth outlook and competitive structure of the industry.
Download Report
Listed Investment Company - Quarterly Research for Period ending September 2014
Thursday, December 18, 2014
This is our largest quarterly review of LICs in Australia - At September-end 2014, there were 61 listed investment companies (LICs) on the ASX, with a collective market capitalisation of $25.1B. Over the 12 months to 30 September 2014, the market cap of LICs grew 15.1%
Download Report
CBG Capital Limited - (ASX: CBG) - Exposure to Domestic Equities - Suit Long Term Investors
Wednesday, November 5, 2014
The portfolio will be managed by CBG Asset Management Limited (CBG), a boutique asset management firm that was established in 2001. The company will pay the Manager 1%p.a of the net value of the portfolio and a 20% performance fee for performance in excess of the S&P/ASX 200 Accumulation Index, subject to a high watermark
Download Report
NAOS Absolute Opportunities Company Limited (NAC) - Absolute Return - Long/ Short - Investing in both Domestic & International Equties
Wednesday, October 8, 2014
NAC will have a concentrated long/short portfolio of domestic and international equities. The absolute return and low correlation objectives of the portfolio may make an investment in the company suitable for investors seeking to diversify an investment portfolio.
Download Report