Managed Investments Bulletins

Issue #52. December 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. Asset class performance of managed funds by Paul Saliba, Lachlan Partners
3. Morningstar information by Scott McKenzie
4. Download PDF version [pdf 117 KB]

Issue #51. September 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. Listed Investment Companies by Jonathan Morgan, ASX
3. Download PDF version [pdf 63 KB]

Issue #50. July 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. Five Questions to ask before investing in a fund by Phillip Gray, Morningstar
3. Get ready for Asian opportunities by Paul Chan, Invesco
4. International managed funds – the pick of the crop compiled by Scott McKenzie
5. Download PDF version [pdf 64 KB]

Issue #49. May 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. Managed Futures Funds by Scott McKenzie
3. Download PDF version [pdf 59 KB]

Issue #48. March 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. Managed Investments Project Report – June 2008
3. Managed Investments Bulletins
4. Morningstar fund information
5. InvestSmart
6. General information about Australian equity managed funds
7. Listed managed investments
8. Index funds
9. Download PDF version [pdf 40 KB]

Issue #47. January 2009

1. Introduction by Scott McKenzie, AIA Vice President
2. The year of the bull?
3. Economic Outlook
4. What to look out for in 2009
5. Deflation – a problem in 2009
6. ASX Managed Funds and ETFs
7. A Selection of Graphs on the Australian Economy & Markets
8. Download PDF version [pdf 44 KB]

Issue #46. November 2008

1. Introduction by Scott McKenzie, AIA Councillor
2. How Bad Is Your (Mis-)Managed Fund? By Ashley Ormond, Investing 101
3. Exchange Traded Funds by Scott McKenzie, AIA Councillor
4. Download PDF version [pdf 148 KB]

Issue #45. September 2008

1. Introduction by Scott McKenzie, AIA Councillor
2. Alternative Investments by Scott McKenzie
3. Why Invest In Alternative Investments by Robert Graham-Smith, Select Asset Management
4. Why Invest in Agriculture by David Bryant, Rural Funds Australia
5. Debate Over Alternatives Value is Over by Oscar Martinis, HFA Funds Management
6. Download PDF version [pdf 470 KB]

Issue #44. July 2008

1. Introduction by Scott McKenzie
2. Global Markets
3. Countries/Regions
4. Fund Managers
5. Currency
6. Download PDF version [pdf 197 KB]

Issue #43. May 2008

1. Introduction by Scott McKenzie
2. Colonial First State Global Resources Fund by John Staples
3. Aberdeen Emerging Opportunities Fund by Frank Shaw
4. Prime Value Growth Fund by Bob Hartley
5. Portfolio Partners Emerging Shares Trust by Scott McKenzie
6. Platinum Asia Fund by Brian Keating
7. Contango MicroCap Limited by Scott McKenzie
8. Third Link Growth Fund by Scott McKenzie
9. Link to web site or download .pdf version

Issue #42. March 2008

1. Introduction by Scott McKenzie
2. Boutique Funds by Scott McKenzie
3. Link to web site or download .pdf version

Issue #41. January 2008

1. Introduction by Scott McKenzie
2. Investing in Australian Small Companies by Jenny Zielke, Investstone Wealth Management
3. Australian Small/Medium Small Company Managed Funds By Scott McKenzie
4. Link to web site or download .pdf version

Issue #40. November 2007

1. Introduction by Scott McKenzie
2. What are Infrastructure Assets? by Jamie Nemtsas, Investstone Wealth Management
3. ASX Information about Infrastructure Funds provided by Scott McKenzie
4. Link to web site or download .pdf version

Issue #39. September 2007

1. Introduction by Scott McKenzie
2. The Investment of Kings by Russell Lees & Angelo Veschetti, Investstone Wealth Management
3. Link to web site or download .pdf version

Issue #38. July 2007

1. Introduction by Scott McKenzie
2. The Investment of Kings by Russell Lees & Angelo Veschetti, Investstone Wealth Management
3. Link to web site or download .pdf version

Issue #37. May 2007

1. Introduction by Scott McKenzie
2. How Hedge Funds Make Money For Investors by Dan Abbink
3. The K2 Australian Absolute Return Fund by John Staples, AIA Member
4. OM-IP Funds by Alan Timmins, AIA Member
5. Select Alternative Portfolio by Scott McKenzie, AIA Councillor
6. HFA International Share Fund by Dan Abbink
7. HFA Diversified Investment Fund by Dan Abbink
8. Blunsdon Capital Management Commodity Fund by Andrew Baxter, Halifax Online
9. Link to web site or download .pdf version

Issue #36. March 2007

1. Introduction by Scott McKenzie
2. International Managed Funds by Scott McKenzie
3. Link to web site or download .pdf version

Issue #35. January 2007

1. Introduction by Scott McKenzie
2. Australian Equities: Factors to be Considered by Scott McKenzie and the Brisbane Managed Investments Group
3. Evaluating Managed Investments by Scott McKenzie and the Brisbane Managed Investments Group
4. Australian Equity Funds Table (Wholesale)
5. The Lincoln Share Fund provided by Lincoln Indicators
6. Link to web site or download .pdf version

Issue #34. November 2006

1. Introduction by Scott McKenzie 
2. Small Cap Investing by Angelo Veschetti & Russell Lees, InvestStone Wealth Management
3. Small Cap Fund Ratings
4. Exciting Opportunities Among Small Companies  by David Stevens, Contango Microcap Limited
5. Link to web site or download .pdf version

Issue #33. September 2006

1. Introduction by Scott McKenzie 
2. LMIs Compared to Managed Funds by the ASX
3. Using LICs In Your Portfolio by Frank Gooch
4. Investing in International LICs by Brooke Logan
5. MIR Investment Management Limited by Scott McKenzie
6. Link to web site or download .pdf version

Issue #32. July 2006

1. Introduction by Scott McKenzie 
2. Why Invest Globally by Julian Reeves
3. Investing Globally – which parts of the globe? by Scott McKenzie
4. Finding International Funds compiled by Scott McKenzie
5. Another Good Year for International Share Funds by Phillip Gray
6. Platinum International Funds by Alan Timmins
7. Link to web site or download .pdf version

Issue #31. May 2006

1. Introduction by Scott McKenzie 
2. Top 10 Golden Rules provided by AAG 
3. Australia ’s Agribusiness Industry: Growing Through Demand by Natalie Egan
4. Rural Funds Management by Scott McKenzie
5. Mort & Co Cattle Fund by Scott McKenzie
6. Macquarie by Scott McKenzie
7. Link to web site or download .pdf version

Issue #30. March 2006

1. Introduction by Scott McKenzie
2. CGT For Managed Investors – Taking Back Control by Matt Esler
3. Regional Tilts – Bullish On Japan by Jamie Nemtsas
4. Tyndall Asset Management compiled by Scott McKenzie 
5. Link to web site or download .pdf version

Issue #29. January 2006

1. Introduction by Scott McKenzie 
2. Understanding What Indexing Is by Jamie Nemtsas
3. Prime Value Asset Management Fund Review by Scott McKenzie
4. Link to web site or download .pdf version

Issue #28. November 2005

1. Introduction by Scott McKenzie
2. Self-Funding Instalment Warrants provided by ASX
3. The Use of Self-Funding Instalment Warrants by Scott McKenzie
4. Macquarie Self-Funding Instalments
5. Westpac Self-Funding Instalments
6. Mariner Self-Funding Instalments
7. Link to web site or download .pdf version

Issue #27. September 2005

1. Introduction by Scott McKenzie
2. Is A Geared Fund Appropriate For All Investors? - provided by Perpetual Investments
3. Geared For Performance - provided by Advance Asset Management
4. Not For The Faint Hearted by Jamie Nemtsas
   1. Growth of $10,000 Invested Graph provided by van Eyk Research
   2. One Month Rolling Returns Graph provided by van Eyk Research
5. Link to web site or download .pdf version

Issue #26. July 2005

1. Introduction by Scott McKenzie
2. Managed Funds - some issues for consideration by Scott McKenzie
3. Using Managed Funds to "Tilt" a Portfolio by Jamie Nemtsas,
4. Trailing Commissions
5. Link to web site or download .pdf version

Issue #25. May 2005

1. Introduction by Scott McKenzie
2. What you need to know about agribusiness investment by Great Southern Securities
3. Agriculture: Why, what and how by Jamie Nemtsas, Donnelly Money Management
4. Information about some agribusinesses compiled by S McKenzie
5. Underweight exposure to overseas 'small cap' managed funds says van Eyk
6. Link to web site or download .pdf version

Issue #24. March 2005

1. Introduction by Scott McKenzie
2. Gain exposure to the sharemarket without the hassle of stock-picking provided by ASX
3. streetTRACKS, Exchange Traded Funds (EFTs) by Graham Smith
4. Perpetual International Share Fund by Jamie Nemtsas
5. Australia's Top 100 Managed Funds Book Review by John Russell
6. Link to web site or download .pdf version

Issue #23. January 2005

1. Introduction by Scott McKenzie
2. Listed Managed Investments compiled by Scott McKenzie
3. Link to web site or download .pdf version

Issue #22. October 2004

1. Introduction by Scott McKenzie
2. Investing in Global Resources could make you more than a nickel by Colonial First State
3. Perpetual Investments: Australian Share Funds by Scott McKenzie and the Brisbane Managed Investments Discussion Group
4. Behind the Label - A Matter of Opinion by Assirt Research
5. Link to web site or download .pdf version

Issue #21. September 2004

1. Introduction by Scott McKenzie
2. Capitalising on Asian Opportunities by Brett Jollie
3. Vanguard's New High Yield Fund by Vanguard Investments Australia
4. Mercer Manager Research by Rashmi Mehrotra
5. Link to web site or download .pdf version

Issue #20. July 2004

1. Introduction by Scott McKenzie
2. Designer Labels by Barbara Drury
3. Profiles of Two Successful Boutique Fund Managers by Jamie Nemtsas
4. Things are really looking up for Australian Equities by HSBC Asset Management
5. Link to web site or download .pdf version

Issue #19. June 2004

1. Introduction by Scott McKenzie
2. So what are Hybrid Securities by Roy Todarello
3. Evaluating Managed Funds by the Brisbane MI Group
4. Book Review - Masters of the Market by Kevin Smith
5. Link to web site or download .pdf version

Issue #18. April 2004

1. Introduction by Scott McKenzie
2. A Managed Investment Discussion Group by Scott McKenzie
3. Listed Investment Company Report by Scott McKenzie
4. Book Review by John Russell
5. When is your Fund Manager too big? by Jamie Nemtsas
6. Link to web site or download .pdf version

Issue #17. March 2004

1. Introduction by Scott McKenzie
2. New Law Falls Short by David Child
3. Hybrids by Piers Bolger, UBS Asset Management
4. Fund Manager Profile - Platinum Asset Management by Scott McKenzie
5. Hunter Hall by Jamie Nemtsas, Donnelly Money Management
6. Link to web site or download .pdf version

Issue #16. January 2004

1. Introduction by Scott McKenzie
2. Introduction to van Eyk, van Eyk Research
3. There's Reason to Buy & Hold, Perpetual Investments
4. Small Caps - A Multi Manager Solution, Jenny Zielke,
5. Link to web site or download .pdf version

Issue #15. December 2003

1. Introduction by Scott McKenzie
2. Recap On The Other Side Of the Market, Jamie Nemtsas
3. Morningstar Ratings Part 2, Phillip Gray
4. Investment In Growth Funds, Christopher Andrews
5. LMIs - New Listings Floats, Scott McKenzie
6. Link to web site or download .pdf version

Issue #14. October 2003

1. Introduction by Scott McKenzie
2. International Investing by Bridgette Leckie
3. UBS Asset Management by John Russell
4. Morningstar Ratings by Phillip Gray
5. AM Constable Strategic Value Trust by Scott McKenzie
6. Link to web site or download .pdf version

Issue #13. September 2003

1. Introduction by Scott McKenzie
2. Macquarie Private Equity Trust by Rosanne DeBatts
3. Colonial First State Private Equity by John Staples
4. Hedge Funds (September 2002 Edition Revisited) by Scott McKenzie
5. A Managed Investment With A Difference by Scott McKenzie
6. Hedge Funds Of Australia by Scott McKenzie
7. Link to web site or download .pdf version

Issue #12. July 2003

1. Private Equity by Scott McKenzie
2. Link to web site or download .pdf version

Issue #11. June 2003

1. Strategic Use of Managed Investments in Your Portfolio by Stuart Beattie
2. Link to web site

Issue #10. April 2003

1. Introduction by Scott McKenzie
2. Managed Funds and Investment Styles
3. Book Review: Australia's Top 100 Managed Funds 2003
4. Link to web site or download .pdf version

Issue #9. March 2003

1. Introduction by Scott MCKenzie
2. Managed Funds Websites
3. Link to web site or download .pdf version

Issue #8. January 2003

1. Listed Managed Investments
2. Feedback Please!
3. Link to web site or download .pdf version

Issue #7. December 2002

1. Perpetual Investments
2. Link to web site or download .pdf version

Issue #6. October 2002

1. Listed Manages Investments
2. Link to web site or download .pdf version

Issue #5. September 2002

1. Introduction by Scott McKenzie
2. Hedge Funds
3. Link to web site or download .pdf version

Issue #4. July 2002

1. Introduction by Scott McKenzie
2. What Are Hybrid Securities - How to use In a Portfolio, Karina Killick, Challenger
3. InvestorWeb Site Review by Tony Smith
4. Investing Internationally - International Managed Funds by John Hamer, Challenger
5. Questions & Answers by Tony Winwood, Vanguard
6. Link to web site or download .pdf version

Issue #3. June 2002

1. Introduction by Scott McKenzie
2. Currency Management by Credit Suisse Asset Management
3. Freedom From Market Swings by William Landberg
4. Questions & Answers by Jeremy Duffield, Vanguard
5. Link to web site or download .pdf version

Issue #2. April 2002

1. Introduction by Scott McKenzie
2. Ethical Funds by Angus Dennis, AMP
3. Morningstar Style Box by Ross Laidlow, Skandia
4. My Favourite Fund by Scott McKenzie
5. Book Review by Jenni Eason
6. Questions & Answers by Jeremy Duffield, Vanguard
7. Link to web site or download .pdf version

Issue #1. March 2002

1. Introduction by Scott McKenzie
2. Boutique Funds by John Hamer
3. How Do Fund Managers Differ by Scott McKenzie
4. My Favourite Managed Fund by Tony Smith
5. Investment Choices by John Venn
6. Questions & Answers by Jeremy Duffield
7. Link to web site or download .pdf version