Listed Managed Investment Reports

Amcil Ltd (AMH) - Invests in Large/ Small Cap Stocks - High Conviction - www.amcil.com.au
Wednesday, May 29, 2013
AMH’s portfolio will likely comprise 30 to 40 ASX-listed stocks. The manager also maintains a small trading portfolio to take advantage of short-term investment opportunities. The portfolio is concentrated with the top 20 holdings accounting for 81% of the portfolio. The Financial and Industrial sectors have the greatest allocation in absolute terms.
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Australian United Investment Company Limited (AUI) - Buy & Hold Investment Style - www.aui.com.au
Wednesday, May 29, 2013
AUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with over 80% of the portfolio (ex cash) allocated to stocks within the S&P/ASX 50. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the company may take high conviction positions in securities.
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Clime Capital Limited (CAM) - Concentrated Portfolio of ASX Stocks, Management Focus - www. clime.com.au
Wednesday, May 29, 2013
CAM holds a concentrated portfolio of around 30 securities. CAM allocates the portfolio between cash and ASX-listed securities. In the event CAM cannot identify value they will hold cash. As at 31 December 2012, the cash component of the portfolio was 16.7%. The portfolio is actively managed and thus will experience portfolio rotation.
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Djerriwarrah Investments Limited (DJW) - Invests in ASX 50 Stocks - www.djerri.com.au
Wednesday, May 29, 2013
DJW invests in a concentrated portfolio of stocks, predominantly from within the S&P/ASX 50 index. As mentioned, the company utilises options to generate increased income for the portfolio. Given the company writes call options, the portfolio may experience high levels of turnover if the options are exercised.
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Diversified United Investment Limited (DUI) - Buy & Hold Investment Style -
Wednesday, May 29, 2013
DUI invests only in stocks listed on the ASX, with a heavy focus on large cap stocks, with 86% of the portfolio allocated to stocks within the S&P/ASX 50 as at 31 March 2013. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the company may take high conviction positions in securities
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