Listed Managed Investment Reports
Australian Foundation Investment Company (ASX: AFI) - Long Term - Steady Stream of Dividends
Sunday, April 19, 2015AFI uses fundamental analysis to identify companies in attractively structured industries
with high-quality assets, brands and/or businesses that can withstand the business cycle.
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Aberdeen Leaders Ltd (ASX: ALR) - Investing in S&P/ASX 200 Stocks
Sunday, April 19, 2015The 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.
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Amcil Limited (ASX: AMH) - High Conviction Focus - Capital Growth
Sunday, April 19, 2015AMH 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.
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Listed Investment Company - Quarterly Research for Period ending September 2014
Thursday, December 18, 2014This 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%
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CBG Capital Limited - (ASX: CBG) - Exposure to Domestic Equities - Suit Long Term Investors
Wednesday, November 5, 2014The 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
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