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Newsletter #874 - 13th March 2008  Home My Portfolio My TrailCap Email us

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more AMP Capital Core Infrastructure Fund

The AMP Capital Core Infrastructure Fund offers investors the opportunity to invest in a diversified range of infrastructure assets. These range from economic infrastructure such as airports and toll roads, to social infrastructure such as hospitals and aged care.

The Fund is structured to provide stable income and long term capital growth by investing in a strategic blend of listed and unlisted infrastructure.

Why invest in the AMP Capital Core Infrastructure Fund?

  • One of the few opportunities to invest in a broad range of listed and unlisted infrastructure assets through a single fund.
  • Strong total return potential, which is expected to have a low correlation to other asset classes such as shares and bonds.
  • Direct investment in unlisted infrastructure assets with the additional benefit of increased liquidity from listed infrastructure securities.
  • A portfolio of high quality, mature direct infrastructure assets.
  • Access to AMP Capital's infrastructure team, a highly experienced team of over 30 specialist investment professionals across Australasia, Europe and Asia.

The AMP Capital Core Infrastructure Fund aims to provide a combination of capital growth and income by investing in a diversified portfolio of infrastructure assets. The Fund's unique investment profile seeks to bring investors the best of two worlds with a blend of 50% unlisted investments - a difficult to access asset class which delivers stable, uncorrelated investment returns - and 50% listed investments, which seeks to deliver greater liquidity and scale benefits.

Click here for more information and a Product Disclosure Statement.

Regards
The InvestSMART Team


In Focus

more BT Smaller Companies Fund

With the top 100 companies accounting for around 80% of the value of the Australian Stock Exchange (ASX), it's probably not surprising that our biggest companies get all the market and media attention. But often it's the smaller companies - the ones we don't always hear about - that actually have the most potential to generate strong investment returns over the long-term.

Since inception, the BT Smaller Companies Fund has packed a real punch with consistently hot returns above benchmark and awards and recognition from across the industry.

A hot streak of awards

  • Silver award Money magazine's Best of the Best for 2008 (Smaller Companies)
  • 2006 Financial Review Smart Investor Blue Ribbon Award (Investment category)
  • 2005 Standard & Poor's Australian Fund Awards (Best Small Caps Manager)

A consistently fiery performer in the Australian equities market

Performance figures for BT Smaller Companies Fund as at 31/01/2008*

  1 year % (pa) 3 yrs % (pa) 5 yrs % (pa) Since Inception % (pa)
BT Smaller Companies Fund -0.71 17.02 27.33 13.35
S&P/ASX Small Ords Accum Index -1.60 15.45 21.56 5.84

Save on fees - InvestSMART offer a 100% rebate of the 4% entry fee across the suite of BT funds. BT is also one of the mangers on our innovative TrailCap program.

Borrow to invest in BT Smaller Companies Fund - Borrow up to 70% of the total value of your investment with a BT Margin Loan. Borrowing money against an existing portfolio or asset in order to invest can help you reach your financial goals faster than you could otherwise aspire to.

Click here for more information and a Product Disclosure Statement.

Current Investment Opportunities more
Offer Closing Date
AMP Capital Core Infrastructure Fund Open ended
BT Smaller Companies Fund Open ended
CFS First Choice Global Resources Fund Open ended
DWS Global Equity Agribusiness Fund Open ended
InvestSMART Market Leaders Open ended
Man OM-IP 3Eclipse 11th Apr 2008


Offer Overview more
Offer AMP Capital Core Infrastructure Fund
Minimum Investment $30,000
Disclosure...
InvestSMART will receive a 0.25% trailing commission.
Offer Documents

Download  Product Disclosure Statement (PDS)

Request a Product Disclosure Statement (PDS)  Request a Product Disclosure Statement (PDS) by Post

Offer Overview more
Offer BT Smaller Companies Fund
Minimum Investment $5,000 or $2,000 if a regular investment plan is established.
Disclosure...
InvestSMART will rebate 100% of the 4% entry fee as additional units. InvestSMART will receive a 0.6%pa trailing commission.
Offer Documents

Download  Product Disclosure Statement (PDS)

Request a Product Disclosure Statement (PDS)  Request a Product Disclosure Statement (PDS) by Post

NOTE : All dates are indicative only and are subject to change without notice.





Managed Funds - 100% Entry Fee Rebate & TrailCapTM

As with all managed fund investments via InvestSMART, you pay NO entry fees, plus you also receive a cash payment from InvestSMART for any trailing commissions we receive from participating fund managers on your investments above $396 pa! See how easy it can be to get cash back!

Most Popular Funds more
Fund Morningstar
Rating
S&P
Rating
CFS FC Inv - CFS Global Resources Not rated
Challenger China Share Fund
Merrill Lynch - Growth Fund
Recent Fund Re-Ratings more
Fund New Rating
Advance Int'l Fixed Interest Multi-Blend Fund
Tyndall - International Bond Fund
ABN AMRO - High Income Global Property Securities

Top Performing Investment Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
Lachlan - Office Property Fund 41.82% Not rated
CFS FC Inv - CFS Global Resources 39.58% Not rated
Challenger FM Small Companies Fund 37.02% Not rated
Top Performing Super Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
CFS FC PersSuper - CFS Global Resources 35.5% Not rated
CFS ROSCO - Global Resources Opt 35.4% Not rated
Skandia GSS - van Eyk Blueprint Capital Stable 28.37% Not rated
Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Dates for historical returns vary from fund to fund.



Insurance

 

Wipe out the "what ifs"

ING's Life Insurance Plan is now Life First!

Life can be difficult which is why we’ve made applying for life insurance online as quick and easy as possible.

With Life First from ING, you can receive a quote and purchase up to $500,000 of instant life insurance cover in just a few clicks.

In less than 10 minutes, you can help protect your family’s lifestyle with these features...




Floats & IPOs

Floats & IPOs - extract only more
Company Security Code Offer Close Date Float Date Issue Price First Day Open First Day Close
Impending Floats
Eagle Nickel Limited ENL 20th Feb 2008 14th Mar 2008 $0.30 - -

All dates are indicative only and are subject to change without notice.



Broker Consensus

InvestSMART's Broker Consensus Report collates the weekly recommendations (Buy, Hold and Sell) from some of Australia's top brokers and presents these in a searchable database. It is an important report highlighting potentially valuable investment opportunities. Why trust one broker when you have access to the opinions of many? Click here to see the full report.

Broker Consensus Report - extract only more
Company Consensus
Update
12 Month
Target Price
(average)
Current Price Brokers Surveyed Consensus
Recommendation
Perpetual Limited (PPT) 13th Mar 2008 $55.73 $48.73 10 Hold
Lion Nathan Limited (LNN) 13th Mar 2008 $9.65 $8.84 10 Hold
CSL Limited (CSL) 13th Mar 2008 $40.08 $34.62 10 Hold

Current Price as at publication. Prices are approximate only. Data compiled and supplied by FNArena.



Dividend Timetable

The following table shows an extract from InvestSMART's Dividend Timetable. This timetable lists the details of upcoming company dividends including ex-dividend dates, payment dates and franking information. Click here to see the full timetable.

Dividend Timetable - extract only more
Company Comment Dividend
(per share)
Franking Ex-Dividend
Date
Payment
Date
Boart Longyear Limited (BLY) 2007 Final Year Result 1.6331 ¢ 35% 14th Mar 2008 18th Apr 2008
Village Roadshow Limited (VRL) 2008 Half Yearly Result 7.5 ¢ 100% 14th Mar 2008 14th Apr 2008
UXC Limited (UXC) 2008 Half Yearly Result 4.25 ¢ 100% 14th Mar 2008 1st May 2008



Changes in Director Interest

We have long held the view that a change in a listed company's share registry by its directors sends a clear signal to the market. In fact, such changes must be reported to the stock exchange and now, because of InvestSMART's unique Changes in Director Interest feature, they are also reported to investors. Click here to find out what company directors are doing with their shares.

Changes in Director Interest - extract only more
Company Director Date Acquired/Disposed Quantity
Transurban Group (TCL) Geoffrey Owen Cosgriff 12th Mar 2008 Acquired 8,100
WAM Active Limited (WAA) Geoffrey J Wilson 12th Mar 2008 Acquired 98,000
Coziron Resources Limited (CZR) Lam Fatt Tan 12th Mar 2008 Acquired 500,000

TrailCap - save money on your managed investments. Learn more... Find a Managed Fund with a 100% Entry Fee Rebate... Will you have enough Superannuation when you retire?



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* Performance returns are calculated net of ICR (Management Fees) and pre tax. Past performance is not a reliable indicator of future performance, the value of your investment can go up and down. Inception date August 1987.

IMPORTANT : InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in this email or its related websites. Before making any investment decision on the basis of any reports or information provided you must read the disclosure document and make your own investigations regarding the accuracy, reliability and completeness of this information. This information has been prepared for distribution over the internet and without taking into account the investment objectives, financial situation and particular needs of any particular person. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.

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