Listed Managed Investment Reports

SPDR S&P/ASX Australian Bond Fund (BOND) - ETF With Exposure to Aust. Fixed Interest Securities - www.spdrs.com.au
Sunday, February 3, 2013
BOND is an index fund that tracks the S&P/ASX Australian Fixed Interest Index. BOND seeks to achieve this by holding a sample of the securities in the index to build a representative portfolio that provides a return and characteristics comparable to that of the index.
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Milton Corporation Ltd (MLT) - Large Cap ASX Stocks, Overweight Banks - www.milton.com.au
Sunday, February 3, 2013
MLT focuses on large cap stocks and on those stocks that provide attractive dividends. As such, the portfolio tends to be overweight banks and underweight resource stocks. MLT offers investors access to a portfolio of ASX-listed securities and other investments at minimum cost, with a management fee of just 0.16%. MLT is heavily weighted to banks, and as such, investors should be bullish on this sector.
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Vanguard Australian Shares Index ETF (VAS) - ETF Tracks ASX 300 Index - www.vanguard.com.au
Sunday, February 3, 2013
VAS is an index fund that tracks the S&P/ASX 300 Accumulation Index. VAS seeks to achieve this by holding all, or substantially all, of the securities that make up the index. The securities will be held in the same proportion as the index but may marginally diverge from time to time.
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Vanguard Australian Government Bond Index ETF (VGB) - www.vanguard.com.au
Sunday, February 3, 2013
VGB is one of six Australian Government Bond ETFs listed on the ASX. Each of the ETFs mimic a different fixed interest index. Compared to the other ETF portfolios, VGB is the cheapest from a fee perspective at just 0.20%p.a. The portfolio is low risk with the portfolio largely being allocated to securities with a AAA rating.
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WAM Research Limited (WAX) - Invests in Small to Mid Cap Stocks Outside ASX 100 - www.wamfunds.com.au
Sunday, February 3, 2013
WAX aims to maintain a portfolio of between 30 and 50 securities. The manager focuses on small-to-mid cap stocks with all investments outside the top 100. Given the company focuses on industrial stocks, the portfolio has very little, if any, exposure to the resource sector.
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