Diversified United Investment Ltd
About this Fund
Fund Detail
| PDS | |
| FUND MANAGER | Diversified United Investment Ltd |
| ASX Code | DUI* |
| APIR | |
| ASSET CLASS | LISTED INVESTMENT COMPANY |
| INVESTMENT STYLE | DUI invests in Australian and international equities. |
| INVESTMENT PROFILE | DUI aims to provide shareholders with dividends and capital appreciation over the longer term within acceptable levels of risk. |
| CURRENCY MANAGEMENT | Unhedged |
| INCEPTION DATE | |
| BENCHMARK | N/A |
| FUND SIZE | N/A |
| DISTRIBUTION FREQUENCY | Half-yearly |
| NO. OF HOLDINGS | |
| FEES | 0.12% p.a. |
| STRUCTURE |
Benefits
| Benefits | |
| RISK LEVEL | |
| INVESTOR SUITABILITY |
Risks
| Title | |
| Detail |
Key Features
About the FundDUI is a listed investment company founded in 1991 which invests in Australian equities and international equities. The Company's objective is to continue to provide shareholders with dividends and capital appreciation over the longer term within acceptable levels of risk. The investment philosophy of the Company is to take a medium to long term view and to invest in Australian equities, listed property trusts, and international equities. Investments may also be made from time to time in interest bearing securities or convertible notes. |
Mandate
How we invest your moneyThe principal activity of the Company is to take a medium to long term view and to invest in Australian equities, listed property trusts, international equities mainly through exchange traded index funds, and unlisted managed funds investing in Small Cap Australian equities. The target range for allocation to international equities is 10-20% of the portfolio (last year 10-15%). Investments may also be made from time to time in interest bearing securities or convertible notes. |