Listed Managed Investment Reports

Diversified United Investment Limited (DUI) - Recommended Rating
Friday, January 6, 2012
DUI was listed on the ASX in 1991. The company invests in a portfolio of ASX-listed securities to generate income and capital appreciation over the long-term, similar to its sister company, AUI. The original investment mandate included diversified asset classes of international shares and fixed interest, however, the focus of the company has concentrated on Australian equities for many years now.
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GLOBAL MINING INVESTMENTS LIMITED (GMI) - Recommended Rating
Friday, January 6, 2012
GMI invests in metal and mining companies worldwide. The portfolio is managed by BlackRock Investment Management, whose London-based natural resources investment team manages approx. US$36B in assets.
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Mirrabooka Investments Limited (MIR) - Recommended Rating - www.mirra.com.au
Friday, January 6, 2012
MIR was established in April 1999 and was listed in June 2001. MIR focuses on the small- to mid-cap universe of the ASX, which it defines as those companies that fall outside the S&P/ ASX 50 index. MIR is a sister company of DJW and AFI, and these two companies are the two largest shareholders in MIR.
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Premium Investors Ltd (PRV) - Recommended Rating - www.premiuminvestors.com.au
Friday, January 6, 2012
PRV was founded by Treasury Group Limited in 2003 with the intention of providing investors with a fund-of-funds investment opportunity. The portfolio is managed by Treasury Group Investment Services Limited (TIS), which allocates funds to a selection of boutique investment managers.
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Westoz Investment Company (WIC) - Investment Grade Rating - www.westozfunds.com.au
Friday, January 6, 2012
WIC is a relatively new listed investment company established in May 2005 and listed in September 2009. The company is based in Western Australia (WA) and focuses on investing in ASX-listed stocks from around that area. The portfolio is managed by Westoz Funds Management, a wholly owned subsidiary of Euroz Limited.
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