Listed Managed Investment Reports

Australian Foundation Investment Corporation (AFIC) - Maintains Recommended Rating - www.afi.com.au
Thursday, January 3, 2013
AFI is one of the original listed investment companies, established in 1928. AFI has a relatively conservative investment approach, with a long term investment horizon, and a focus on providing investors with capital growth and a dividend stream that, over time, grows faster than inflation.
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Aberdeen Leaders Ltd (ALR) - Concentrated Portfolio of ASX Stocks, Focus on Capital and Dividend Growth - www. aberdeenasset.com.au
Thursday, January 3, 2013
ALR is a listed investment company that was listed on the ASX in 1987. The company is managed by Aberdeen Asset Management Ltd, a global asset management group with over US$295B of assets under management. ALR focuses on investing in S&P/ASX 200 stocks. Aberdeen utilises only internally generated research and is not concerned with mimicking the benchmark index, as can be seen from the portfolio’s tracking error.
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Amcil Ltd (AMH) - High Conviction, Focus On Capital Growth - www.amcil.com.au
Thursday, January 3, 2013
AMH aims to generate capital growth through an investment in a portfolio of ASX-listed stocks. Whilst the company aims to pay an annual dividend, the company has a capital growth focus, with dividends dependent on the ability of the company to generate franking credits from its investments for distribution.
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Australian United Investment Company (AUI) - Buy & Hold Style, Large Cap Stocks - www.aui.com.au
Thursday, January 3, 2013
The company aims to generate capital and growing income returns from an investment in a portfolio of ASX-listed securities. The company has a long-term investment focus and does not intend to dispose of its portfolio.
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BKI Investment Company Ltd (BKI) - Focus on High Yield Investments - www.bkilimited.com.au
Thursday, January 3, 2013
BKI has a buy-and-hold, style neutral investment style. The company has no sector or stock investment limitations and the company focuses on the investment merits of individual stocks rather than market or economic trends. The portfolio (pre-tax NTA plus dividends) underperformed the benchmark index over the December quarter by 0.5%, contributing to the 4.5% underperformance of the benchmark index over the 12 months to 31 December 2012.
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