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Nominated Securities and Funds
Craigs Investment Partners Cash Management Accounts
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QuayStreet Funds
Diversified Funds
QuayStreet
Conservative Fund
The QuayStreet Conservative Fund invests in a diversified portfolio of predominantly defensive assets such
as cash, term deposits and fixed interest securities but will include a smaller allocation to growth assets such
as listed property, infrastructure and utility securities and equities. The investment objective is to provide a
level of return consistent with the target asset allocation and risk profile of the fund. Investment returns will
vary from year to year and may be negative.
QuayStreet Balanced
Fund
The QuayStreet Balanced Fund invests in a diversified portfolio of defensive and growth assets. The
investment objective is to provide a level of return consistent with the target asset allocation and risk profile
of the fund. Investment returns will vary considerably from year to year and may be negative.
QuayStreet Growth
Fund
The QuayStreet Growth Fund invests in a diversified portfolio of predominantly growth assets such a listed
property, infrastructure and utility securities and equities, but will include a smaller allocation to defensive
assets such as cash, term deposits and fixed interest securities. The investment objective is to provide a level
of return consistent with the target asset allocation and risk profile of the fund. Investment returns will vary
substantially from year to year and may be negative.
Sector Funds
QuayStreet Fixed
Interest Fund
The QuayStreet Fixed Interest Fund invests in a diversified portfolio of high quality income assets such as
cash, term deposits and securities issued by corporate and government entities. The investment objective is
to provide investors with a level of return consistent with the New Zealand fixed interest market. Investment
returns will vary from year to year and may be negative.
QuayStreet New
Zealand Equity Fund
The QuayStreet New Zealand Equity Fund invests in a diversified portfolio of New Zealand Shares. The
investment objective is to provide investors with a level of return consistent with the New Zealand sharemarket
over the long term. Investment returns will vary substantially from year to year and may be negative.
QuayStreet
Australian Equity
Fund
The QuayStreet Australian Equity Fund invests in a diversified portfolio of Australian Shares. The investment
objective is to provide investors with a level of return consistent with the Australian sharemarket over the
long term. Investment returns will vary substantially from year to year and may be negative.
QuayStreet
International Equity
The QuayStreet International Equity Fund invests in a diversified portfolio of shares selected from global
markets. The investment objective is to provide investors with a long run level of return consistent with
international share markets as well as diversification away from New Zealand dollar dominated investments.
Investment returns will vary substantially from year to year and may be negative.
Speciality Funds
QuayStreet Income
Fund
The QuayStreet Income Fund invests in a diversified portfolio of income producing assets including cash,
term deposits, fixed interest securities, listed property, infrastructure and utility securities and equities. The
investment objective is to provide investors with a higher level of income relative to prevailing short term
interest rates. The Fund will make quarterly distributions and aims to preserve the real value of investments
relative to inflation over the medium term. Investment returns will vary from year to year and may be negative.
QuayStreet Balanced
SRI Fund
The guiding philosophy of the QuayStreet Balanced SRI Fund is to endeavour to have a diversified portfolio of
investments that are deemed to be environmentally and socially sustainable, whilst still applying our traditional
portfolio investment criteria. The Fund invests in a diversified portfolio of defensive and growth assets. The
investment objective is to provide a level of return consistent with the target asset allocation and risk profile of the
fund. The Balanced SRI investible universe is smaller and this may affect the Fund’s returns and volatility relative to a
traditional balanced portfolio. Investment returns will vary considerably from year to year and may be negative.
QuayStreet Altum
Fund
The QuayStreet Altum Fund invests in a concentrated portfolio of shares, predominantly listed in New
Zealand and Australian. The investment objective is to provide investors with a higher level of return over the
long term regardless of sharemarket returns. Investment returns will vary substantially from year to year and
may be negative.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 01
Other Portfolio Investment Entities
Aspiring Fund
Portfolio Investment Entity (PIE). Established in February 2006, the Aspiring Fund is a growth orientated fund,
investing predominantly in New Zealand and Australian companies. It has a very open investment mandate
and has the ability to hold assets outside Australasia, as well as fixed interest and cash, and can use derivatives
to adjust exposures to particular markets, sectors or currencies. No distributions are made by the fund.
*Please note: Redemption settlement may take up to six weeks.
Devon Alpha Fund
The Alpha Fund invests in a concentrated portfolio of 10 to 15 well researched shares predominantly in
New Zealand and Australian listed companies. The Fund does not track an equity index. As a consequence
of these factorsperformance may be volatile. When there are few compelling investment opportunities,
the Fund may hold cash or cash equivalent securities.
Devon Australian
Fund
Portfolio Investment Entity (PIE). The fund invests in a diversified portfolio of 25-35 companies which
are primarily Australian listed. The fund will not own New Zealand shares. The Australian market offers
exposure to a number of sectors that are not available in New Zealand. The Fund is actively managed,
which means the holdings may differ considerably from its ASX200 index. The fund may hold up to 20%
cash or cash equivalent securities.
Devon Trans-Tasman
Fund
Portfolio Investment Entity (PIE). The Fund invests in a high conviction portfolio of 25-35 New Zealand
and Australian listed companies. The Fund can hold up to 100% NZ equities, up to 50% Australian equities
and up to 50% cash or cash equivalents. The Fund aims to generate capital growth over the long term by
actively managing its portfolio.
Milford Active
Growth Fund
Portfolio Investment Entity (PIE). Established in October 2007, the fund invests in New Zealand and
Australian companies and has a targeted return of 10%pa (after fees and before tax) over a minimum 5
year horizon. The fund typically holds between 50-100 companies and may hold up to 100% cash. No
distributions are made by the fund.
Milford Balanced
Fund
Portfolio Investment Entity (PIE). The objective of the Fund is to generate consistent and positive long
term capital growth through a diversified mix of investments. The fund invests into other Milford Funds as
well as international equities and is actively managed.
Milford TransTasman Fund
Portfolio Investment Entity (PIE). The fund’s objective is to outperform a mix of 50% ASX 200 Total
Return Index (in NZ dollars) and 50% NZX 50 Portfolio Index.The Fund normally has more than 80%
invested in New Zealand and Australian shares and will more closely track the performance of markets
compared to the Active Growth Fund. It focuses on companies that Milford believes are in attractive
industries, have a strong competitive position and excellent Management and Board.
New Zealand Equities
Abano Healthcare
ABA
NZX
The largest private specialist medical and healthcare organisation in New Zealand, ABA operates
in the audiology, dental, rehabilitation and diagnostics sectors of the market. A defensive holding,
with demand for healthcare services not highly correlated with consumer spending.
Auckland
International Airport
AIA
NZX
Owns and operates Auckland International Airport, New Zealand’s largest airport. Commercial
facilities include freight facilities, car parking, warehousing and offices, as well as more than
1,500ha of freehold land. Leveraged to the GDP of overseas economies, particularly Asia.
Chorus
CNU
NZX
Demerged from Spark in 2011, becoming New Zealand’s largest telecommunication utility business
and the nationwide owner and operator of fixed line access network infrastructure. CNU will deploy
fibre to 75% of New Zealand under the Government Ultra Fast Broadband (UFB) initiative.
Comvita
CVT
NZX
Is New Zealand’s largest integrated producer and marketer of honey and bee related products.
The company also owns an olive leaf extract business in Australia and distribution businesses in
Asia and the UK, with marketing outlets in 14 countries. CVT is New Zealand’s only listed natural
healthcare company.
Contact Energy
CEN
NZX
One of New Zealand's largest electricity retailer (supplying energy to around 566,000 gas and
electricity customers) and second largest electricity generator, producing about 25% of New
Zealand's electricity from nine power stations, including hydro, geothermal and gas turbines.
Ebos Group
EBO
NZX
Australasia’s largest diversified pharmaceutical and veterinary products group which
distributes to primary care providers, hospitals, pharmacies and health, grocery and variety
stores throughout the region.
Fisher & Paykel
Healthcare
FPH
NZX
Designs, manufactures and markets heated humidification products and systems for use in
respiratory care and the treatment of sleep apnea. The company also offers patient warming
and neonatal care products. Quality growth story operating in a defensive sector.
P. 0800 878 278 / craigsip.com
CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 02
Fletcher Building
FBU
NZX
New Zealand's largest vertically integrated manufacturer and distributor of building supplies.
Products include concrete, steel and other building products and the company undertakes
construction and contracting work. FBU also has operations in Australia, the US, Peru, South
East Asia and the Pacific.
Fonterra
Shareholders’ Fund
FSF
NZX
Portfolio Investment Entity (PIE). FSF is a unit trust that provides investors with an opportunity
to earn returns based on the financial performance of Fonterra. Fonterra generates c50% of
its earnings from its NZ Milk Products business (the world’s largest processor of milk), with
the balance generated from a globally diverse consumer and foodservices dairy business that
leverages NZ milk and the global reach and scale of Fonterra.
Freightways
FRE
NZX
Operates in the express package, business mail and information management markets.
Has grown organically and by acquisition to become a leading service provider, with
representation in every major town throughout New Zealand.
Genesis Energy
GNE
NZX
Diversified energy company selling electricity, natural gas and LPG. GNE produces
approximately 15% of New Zealand’s electricity from 10 power stations using water and wind,
as well as gas and coal. The company is New Zealand’s largest retailer of electricity and gas.
GNE also has a 31% interest in the Kupe oil and gas field.
Gentrack Group
GTK
NZX
Designs, develops, implements and supports specialist software for electricity, gas and water
utilities. The company also provides operational software solutions for airports. GTK aims to
increase efficiency for its customers through its software offering.
Hallenstein Glasson
HLG
NZX
Owns and operates the Hallensteins, Glassons and Storm chains, selling men's and women's
apparel throughout New Zealand and Australia.
Infratil
IFT
NZX
Infrastructure investment company investing in airports, energy (renewable and waste-energy),
and public transport. Investments include TrustPower, Wellington Airport, Metlifecare and Z
Energy.
Mainfreight
MFT
NZX
Largest operator in New Zealand's freight forwarding industry. The company also runs
managed warehousing in both New Zealand and Australia, and has growing interests in
international freight forwarding. Strong management team and global growth profile.
Mercury NZ
MCY
NZX
A renewables-dominated electricity company with hydro, geothermal and gas fired generation.
MCY’s assets comprise the nine dam Waikato Hydro System and its five geothermal plants,
produce around 90% of its total generation. MCY sells electricity through multiple channels and
retail brands. The Crown retains 51% ownership of MCY.
Meridian Energy
MEL
NZX
Meridian is New Zealand’s largest electricity generator and has a 100% renewable generation
platform. It owns and operates New Zealand’s largest portfolio of hydro and wind generation
assets and generates about 30% of New Zealand’s electricity from seven hydro and four wind
facilities.
Metlifecare
MET
NZX
The second-largest operator in the New Zealand retirement and aged care sector and operates
a similar continuum of care business model to its competitors. MET is positioned in an industry
leveraged to New Zealand’s aging population.
Metro Performance
Glass
MPG
NZX
New Zealand’s largest value added glass processor with approximately 55% market share. It
produces a range of customised glass products for residential and non-residential uses, to more
than 3,000 customers, primarily window manufacturers, glaziers, and builders.
NZX
NZX
NZX
Operates the New Zealand stock exchange. NZX provides markets that facilitate the raising of
capital and the trading of corporate securities, and operates markets for equities, corporate and
government bonds, and fixed income securities.
Orion Health
OHE
NZX
A global leader in healthcare integration software solutions. OHE has grown into a global
company operating in 25 countries. OHE’s software facilitates data exchange between hospitals,
health systems, and insurance providers, resulting in cost savings and efficiencies, and improved
quality of care.
Port of Tauranga
POT
NZX
New Zealand’s principal export port and the country’s largest port by volume and land area. It
has a natural log-trade monopoly servicing central North Island forests. POT’s major trade items
include logs and forest products, coal, petroleum, fertiliser & primary products (e.g. dairy &
kiwifruit).
Restaurant Brands
RBD
NZX
One of New Zealand’s major fast food franchise operators. The company operates the KFC,
Pizza Hut, Carl’s Jr. and Starbucks brands along with providing support to New Zealand’s
independent franchisees. The company recently acquired a number of KFC stores in Australia.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 03
Ryman Healthcare
RYM
NZX
New Zealand’s pre-eminent listed aged care provider, providing services to over 8,000
residents. RYM’s integrated facilities, from independent apartments through to serviced units,
resthome and hospital beds, cater for the changing needs of occupants as they age.
Scales
SCL
NZX
A market leading agribusiness that has been operating in New Zealand for over 100 years. Based
in Christchurch, SCL grows apples for export, provides storage and logistics services to third
parties across a range of perishable food products, and operates a food ingredients business.
Skellerup Holdings
SKL
NZX
Is a specialist manufacturer and distributor of technical plymer products and vacuum pumps
for a variety of specialist industrial and agricultural applications. It operates in two divisions: the
Agri division and the Industrial division.
SkyCity
Entertainment
SKC
NZX
The leading casino owner/operator in New Zealand with monopoly casino licences in Auckland
and Hamilton, and shareholdings in the Christchurch and Queenstown casinos. In addition, the
company owns the Adelaide and Darwin casinos in Australia.
Sky Network
Television
SKT
NZX
New Zealand's largest pay TV operator. SKT's greatest strength is its subscriber based revenue
model which enables it to acquire premium content, and drives further subscriber growth.
Spark New Zealand
SPK
NZX
New Zealand’s largest digital service provider, formerly Telecom, provides telecommunications
services to households and businesses as well as data communications, directories and cellular
and internet services and solutions.
Steel & Tube
STU
NZX
Foremost one of New Zealand’s largest steel merchandisers but other operations include
reinforcing fabrication and wire products manufacturing. STU has 50 distribution and
service centres, 8 reinforcing locations and 2 Hurricane Wire manufacturing facilities situated
throughout New Zealand.
Summerset
SUM
NZX
Owns and operates retirement villages and aged care facilities for the elderly in New Zealand. The
company provides a range of accommodation options for residents, including villas, apartments,
and care apartments. Its care facilities offer rest home and hospital level care services.
Trade Me
TME
NZX
The market leader in online auctions, motor classifieds and property classifieds, and is the
second largest participant in online employment classifieds in New Zealand. TME has been at
the forefront of New Zealanders’ migration online and away from traditional buying and selling
since its establishment in 1999.
Trustpower
TPW
NZX
Generates and retails electricity throughout New Zealand and is the fifth largest generator.
It also retails gas and telecommunications. Its New Zealand electricity assets comprise 41
generation sites (40 renewable). In Australia TPW is a leader in renewable generation with 6
sites and several more proposed.
The Warehouse
WHS
NZX
The leading discount general merchandise retailer in New Zealand, with 91 “Red Sheds”, 63
Warehouse Stationery “Blue Sheds”, and 77 Noel Leeming stores. WHS has developed an online
channel, and has taken an 80% stake in online retailer Torpedo7 and acquired the No 1 Fitness,
Shotgun Supplements, and R&R Sports brands.
Tilt Renewables
TLT
NZX
Spun-off from TPW, the company is made up of 307 wind turbines across 7 wind farms in both
Australia and New Zealand. TLT will also have a development pipeline of 8 further wind farm
projects as well as a solar energy pipeline.
Tourism Holdings
THL
NZX
Leveraged to the strong tourism market in New Zealand as the largest motorhome operator in
the country as well as owning and operating caving in the many areas including Waitomo caves.
THL also has operations in Australia as the second largest motorhome operator in the region.
Vector
VCT
NZX
Energy infrastructure company that provides electricity and gas transmission and distribution,
along with metering. The company is also a wholesaler of LPG and natural gas.
Xero
XRO
NZX
Provides online accounting solutions for small businesses and consumers in New Zealand, the
United Kingdom, Australia and the US. It offers Xero software for online accounting – including
general ledger, bank reconciliation, and invoicing.
Z Energy
ZEL
NZX
Operations span all aspects of the refined product supply chain, from importing crude oil
and arranging its refining, to importing and distributing refined products to customers and
businesses through its 200 plus service stations and 90 truck stops.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 04
Australian Equities
AGL Energy
AGL
ASX
Operates one of Australia's largest retail energy businesses, retailing electricity and gas to over 3.5
million customers. The company also has investments in upstream gas activities and has assembled
Australia’s largest privately owned and operated portfolio of renewable assets.
Amcor
AMC
ASX
An international integrated packaging company offering global packaging solutions. The
company supplies a broad range of rigid plastics and flexible packaging products into the food,
beverage, healthcare, home and personal care and tobacco packaging industries.
AMP Limited
AMP
ASX
Australia's largest non-bank life insurance and funds management financial services group. In
2011 AMP acquired the AXA Australasian businesses, making it the largest retail fund manager in
Australia (by retail FUM).
Ansell
ANN
ASX
Designs, develops and manufactures a wide range of hand and arm protection solutions and
clothing for industrial workers, healthcare professionals and patients and consumers, as well as
condoms. Ansell has operations in Asia, North America and the UK.
ANZ Banking Group
ANZ
ASX
Operates in the retail and business banking sectors in Australia, New Zealand and the South Pacific.
Australian operations make up the largest part of ANZ’s business and include personal banking,
corporate banking and wealth management. Currently targeting growth into Asian markets.
APA Group
APA
ASX
Holds an unrivalled position in the Australian gas transmission industry with interests in natural
gas pipeline infrastructure and gas distribution networks. APA manages and operates all its assets
and also provides management and operation services to other energy infrastructure companies.
Brambles
BXB
ASX
A supply-chain logistics company specialising in the pooling and outsourced management of pallets,
crates and containers, primarily to the consumer goods, dry grocery, fresh food, retail and general
manufacturing sectors. BXB operates in more than 50 countries, under the CHEP and IFCO brands.
BHP Billiton
BHP
ASX /
BLT
LSE
The world’s largest diversified resources company. The company has 19 operations in 8 countries.
BHP occupies industry leader or near industry leader positions in major commodity businesses
including iron ore, coal, copper, petroleum, nickel, and potash.
Commonwealth
Bank of Australia
CBA
ASX
Provides banking and financial services in Australia, New Zealand and Asia. The bank has a
powerful retail and business banking franchise, a very strong deposit base and a strong funds
management business.
Computershare
CPU
ASX
A worldwide provider of investor services. Its service offering includes share registration,
employee equity plans, proxy solicitation and other specialised and communication services. The
company operates in 17 countries serving more than 14,000 corporations.
CSL
CSL
ASX
Leading Australian biopharmaceutical company, developing, manufacturing and marketing
pharmaceutical products of biological origin. CSL is a quality company with a number of
growth drivers, including the underlying demand for healthcare services that will result from an
ageing population.
Estia Health
EHE
ASX
Is one of the largest private residential aged care providers in Australia. The company owns and
operates a portfolio of standalone rest home villages primarily located in metropolitan areas with
above average socio-economic backgrounds. EHE operates facilities in Victoria, South Australia,
New South Wales and Queensland.
Healthscope
HSO
ASX
Australia’s second largest private hospital operator. The company also has pathology operations
in New Zealand, Malaysia, Singapore, and Vietnam, and a network of Australian medical centres.
Australian Hospitals is HSO’s main business.
Link Group
LNK
ASX
An Australian based superannuation fund administrator and share registry. It is the largest super
fund administrator in Australia, and the second largest share registry. LNK also has operations in
New Zealand, Asia, Africa, the Middle East, and Europe.
Medibank
MPL
ASX
Australia’s largest private health insurer, covering over 3.8 million people with a 29% market share.
The Australian Government privatised MPL, listing 100% of the company on the ASX in late 2014.
MPL is headquartered in Melbourne and currently employs over 3,700 people.
National Australia
Bank
NAB
ASX
An international financial services group that provides a comprehensive and integrated range of
financial products and services. NAB is diversified geographically, with operations in Australia,
New Zealand and the United Kingdom.
Orica
ORI
ASX
A market leader, enjoying a world-class reputation in each of its four areas of operation: Mining
Services (explosives), Chemical Services, Cement and Consumer Products (paint). The company has
a presence in Australia, Asia, Europe, Africa, North America and Latin America.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 05
Origin Energy
ORG
ASX
Integrated energy company focussed on oil and gas exploration and production, energy retailing
and trading, network management and investments, and power generation. The company has
projects throughout Australia, New Zealand and the US. Also owns 51% of Contact Energy.
Pact Group
PGH
ASX
A leading supplier of rigid plastics packaging and related products in Australia and New Zealand,
with an emerging presence in Asia. PGH primarily converts plastic resin and steel into packaging
and related products for customers in the food, dairy, beverage, personal care, other household
consumables, chemical, agricultural, industrial and other sectors.
QBE Insurance
QBE
ASX
Australian based non-life insurer (writing both general insurance and reinsurance business)
operating in Australia, Asia/Pacific, North America and Europe. Management is well regarded in the
market and its strategy of expansion through acquisition has proved very successful.
Ramsay Healthcare
RHC
ASX
The largest private hospital owner/operator in Australia, with a portfolio of strategically
positioned, quality facilities located throughout the country. RHC has an estimated 30% of the
total private hospital market and generates industry leading margins. RHC also has operations in
the United Kingdom. Leveraged to an ageing population.
ResMed
RMD
ASX
Develops, manufactures and markets products for screening and treatment of sleep-disordered
breathing and other respiratory devices. ResMed has operations in the US, the UK, Europe and
Asia, and a network of distributors in more than 65 other countries.
Rio Tinto
RIO
ASX /
RIO
LSE
Diversified mining company holding a portfolio of world class interests in aluminium, copper,
diamonds, gold, coal, iron ore and industrial minerals. RIO has operations spanning six continents
and is one of the largest miners in the world.
Santos
STO
ASX
STO is a leading oil and gas producer, supplying Australian and Asian customers. STO’s origins are in
gas production in the Cooper Basin. The company also has an exploration-led Asian portfolio, with a
focus on three core countries: Indonesia, Vietnam and Papua New Guinea.
Seek
SEK
ASX
Leader in the online employment market in Australia and New Zealand. It sells online classified
jobs advertising space and is the 'go-to' website for job seekers.
Sonic Healthcare
SHL
ASX
A global medical diagnostics company, providing pathology and radiology services to the medical
community. Based in Sydney, SHL operates in Australia, New Zealand, the US, Germany, the UK,
Ireland, Belgium, and Switzerland and has over 23,000 employees worldwide.
South 32
S32
ASX
A global diversified mining company headquartered in Perth and with operations in Australia,
Southern Africa, and South America. The South32 name reflects the line of latitude connecting
the company’s operations. S32 was formed via a demerger of BHP’s non-core assets in May 2015.
Sydney Airport
SYD
ASX
Is a major airports infrastructure investment fund with the mandate to pursue airport investment
opportunities in OECD jurisdictions, although it has now refocused on Australia. SYD’s key asset is
its 100% ownership of Sydney Airport.
Telstra Corporation
TLS
ASX
Australia’s dominant telecommunications and information services company. TLS provides
fixed line services to homes and businesses nationally, supplying local, long distance, dial-up
and broadband Internet services and is Australia’s leading mobile operator with national mobile
networks. The company also owns 50% of the leading Pay T V operator, Foxtel.
Transurban Group
TCL
ASX
Involved in the development, operation and maintenance of toll roads in Australia and the US.
The company owns a number of major link roads and highways in Australia’s major cities and is in
partnership with governments in the US to meet long term transportation infrastructure needs.
Wesfarmers
WES
ASX
Diversified conglomerate with interests in supermarkets (Coles), home improvement and building
supplies (Bunnings), coal mining, gas processing and distribution, industrial and safety product
distribution, forestry and timber production, chemicals and fertiliser, manufacturing, insurance
and rail transport throughout Australasia.
Westpac Banking
Corporation
WBC
ASX
Operates primarily in Australia and New Zealand offering a full suite of banking and financial
services including retail, commercial and institutional banking and wealth management activities.
Woodside
Petroleum
WPL
ASX
Australia's largest independent oil and gas exploration and production company. It is the operator
of the North West Shelf integrated gas, LNG and liquids project (WA), and a number of nearby
oilfields. It has minor investments in Algeria and the Gulf of Mexico.
Woolworths
WOW
ASX
A large Australian retail group comprising of a number of businesses including supermarkets
(Woolworths in Australia and Countdown in New Zealand), petrol, liquor retailing a discount
department store format, home improvement and hotels. Inherently defensive, with a strong
balance sheet and good cash flows.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 06
Global Equities
3M
MMM
US
Manufactures a wide range of defensive consumer, industrial and healthcare products. Good
exposure to developing markets. Brands include Scotch-Gard, Scotch-Tape, Scotch-Brite,
Thinsulate and Nexcare.
Alphabet
GOOGL
US
Amazon
AMZN
US
Amazon is a multinational e-commerce company, and the world’s largest retailer. On the
enterprise services front, Amazon Web Services provides cloud-based technological
infrastructure to businesses. Amazon also provides other services, such as advertising services
and co-branded credit card agreements, and manufactures and sells electronic devices.
Apple
AAPL
US
A world leader in the IT and smartphone markets and is continuing to develop its portfolio of
market-leading products. The company has a record of successful product innovation, breaking
new ground over the years with its Mac computers, iPods, iPhones, iPads and the Apple Watch.
Berkshire Hathaway
BRK/B
US
Warren Buffett’s investment company which holds a diverse portfolio of cashflow generating
businesses in sectors including insurance, financial services, consumer goods, furniture,
energy and railroads.
A global technology company with the mission of improving the way people connect with information.
GOOGL provides a comprehensive range of online programs and services including Google Search,
Gmail, Infrastructure (cloud computing), Chrome browser, YouTube, the Android smartphone
operating system, and Google Plus (social networking). The company’s advertising platform, AdWords,
is an auction-based program which generates the majority of its revenue.
Bunzl
BNZL
LSE
BNZL is the leading distributor of a range of products including outsourced food packaging,
disposable supplies and cleaning and safety products for supermarkets, caterers, food processors,
hotels, hospitals and other users.
Cerner
CERN
US
A global leader in the healthcare IT sector. The company specialises in the development and
sale of financial and clinical IT solutions to healthcare providers (hospitals, clinics and health
labs, retail pharmacies etc).
CVS Health
CVS
US
CVS has evolved from a leading operator of US retail pharmacies to a prescription drug distribution
powerhouse with an unparalleled set of assets. A unique combination of assets positions CVS as
the low cost service provider to an industry struggling to contain costs, and allows the company the
ability to become a driving force in the industries’ ongoing evolution.
Diageo
DGE
LSE
Diageo is a world leader in premium beverages with a suite of international brands across spirits,
wine and beer such as Smirnoff, Johnnie Walker, Baileys, J&B, Captain Morgan, and Guinness.
FMC Corp
FMC
NYSE
Operates three very attractive businesses, each with impressive returns on invested capital
and a compelling long run growth thematic. Many investors will be attracted to the company’s
reputation as a leader in socially responsible corporate practices and sustainability.
General Electric
GE
US
GlaxoSmithKline
GSK
LSE
Global pharmaceutical company with large, diversified portfolio. Increasing competition
from generic drugs, but its Consumer Healthcare and vaccines businesses provides
defensiveness diversification.
Johnson & Johnson
JNJ
US
World leader in healthcare products - Consumer Healthcare, Medical Devices & Diagnostics and
Pharmaceuticals. Diversified revenue stream with global earnings. Brands include Nicorette, BandAid, Savlon, Reach, Listerine, Carefree and Benadryl.
Kirby Corporation
KEX
US
Operates a fleet of inland tank barges that transport chemicalsm refined petroleum products,
black oil products and agricultural chemicals using the Mississippi river, its key tributaries and the
coastal waters of the Gulf of Mexico.
Microsoft
Nestle
Reckitt Benckiser
MSFT
US
Widely diversified industrial and financial conglomerate. Infrastructure businesses among world
leaders in equipment for healthcare, aviation, transportation and energy. Potential for growth in
emerging markets.
Leading maker of enterprise and consumer software products. The company is most known for its
Windows operating system which is used on more than a billion computers globally. MSFT is also
well known for its Xbox gaming console and its internet business with interests in online search
(Bing), display advertising and online content.
NSRGY
US
Swiss-based manufacturer of packaged foods, drinks, nutritional products and pharmaceuticals.
The world's largest food manufacturer. Diverse product portfolio, wide global reach, strong
brands and good exposure to emerging markets.
RB/
LSE
Market leader in household cleaners, healthcare and personal care products. Key brands gaining
market share. Defensive products, good track record and global diversification. Brands include
Finish, Mortein, Strepsils, Harpic, Dettol, and Nurofen.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 07
Republic Services
Roche
RSG
US
RHHBY
US
RSG has a unique combination of investment attributes which we find compelling in today’s
markets. We are attracted to the company’s 100% US operating footprint, annuity-like US dollar
revenue streams, inflation protected cash flow generation, and exposure to US construction activity.
A global healthcare company with interests in pharmaceuticals and diagnostics. The
pharmaceuticals division is the world leader in oncology treatments. In diagnostics, RHHBY is
the market leader and manufactures and markets products for blood glucose monitoring and
molecular diagnostics amongst others.
Schlumberger
SLB
US
World leader in oil field services industry. Long term demand for expertise as remaining oil
reserves are more difficult to access.
Shire
Pharmaceuticals
SHP
LSE
A leading specialty pharmaceutical company, with strong market positions in treatments for
attention deficit disorder (ADHD), gastro-intestinal conditions and rare genetic diseases. The
company’s strategy going forward is to focus on specialty products with long lifecycles, and
enter new therapeutic areas including hematology and ophthalmology.
Southern Company
Suncor Energy
SO
NYSE
The 2nd largest publicly traded regulated utility in the United States with 4.4 million customers and
46,000 megawatts of generating capacity in service from a number of operating utility companies.
SU
US
An integrated energy company headquartered in Calgary, Alberta, Canada. We are attracted to
the company’s sustainable capital structure and dividend, low future investment requirements,
and upside potential should oil prices rise. Suncor is responsible for developing one of the world’s
largest petroleum resource basins – the Athabasca oil sands in Canada.
Syngenta
SYT
US
World’s second largest crop protection producer with 20% market share, and number 3 player
in the seeds market behind DuPont and Monsanto. Robust growth profile supported by a strong
pipeline of products and an attractive and growing yield.
Unilever
ULVR
LSE
Manufactures branded and packaged consumer goods including food, detergents, and personal
care products. These products are sold internationally and include such well-known brands as
Dove, Sunsilk, Rexona, Lynx, Surf, Lipton and Magnum.
UTX
US
Diversified industrial businesses with good track record and solid fundamentals. World leader in
elevators, escalators and air conditioning equipment.
United Technologies
Visa Inc
V
US
World’s largest electronic payments technology company with a retail payments network which
is spread across the globe. The company provides its payment platforms under the Visa, Visa
Electron, Interlink, and PLUS brands. Revenues are generated from services fees, data processing
fees, international fees and fees for value-added services.
Vodafone
VOD
LSE
World leader in mobile telecoms, with more than 300 million customers. Growth in data services
and emerging markets.
Wells Fargo
WFC
US
Leading diversified financial services company with US$1.4 trillion in assets and is almost entirely
exposed to the US financial market. Its 90 businesses provide a range of products and services in
banking, mortgage, insurance, investments, and consumer and commercial leading.
Investment Trusts and Managed Funds
An investment trust is a listed fund run by a fund manager whose purpose is to invest in companies (and sometimes
other funds), with the aim of increasing the value of its portfolio. A broad range of investment trusts are available,
from large funds investing in companies around the world to funds investing in a smaller selection of companies
operating in a specific market.
North America, UK & Europe
BlackRock Smaller
Companies Trust
BRSC
LSE
Invests in mid and small cap UK companies. The portfolio is diversified and the manager invests
in a core portfolio of high quality growth companies, combined with a selection of smaller, more
speculative positions. Portfolio companies typically have a minimum market cap of £50m.
City of London
TCL
NZX /
Diverse portfolio of UK domiciled blue chip stocks selected for their ability to provide an above
average yield and consistent capital growth. With its conservative style, CTY has proven itself to
be a safe and reliable investment, increasing its dividend every year since 1966.
CTY
LSE
Fidelity European
Values
FEV
LSE
Takes a value approach to investing, seeking out growth stocks trading at reasonable prices,
undervalued companies, and turnaround stories. This approach, combined with a focus on
absolute returns, sees the fund boast an excellent record of performance.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 08
HICL Infrastructure
Co Ltd
HICL
LSE
Listed infrastructure fund that owns a diversified portfolio of primarily UK infrastructure projects.
The fund’s investment objective is to provide steady dividend growth over the longer term.
JPMorgan American
Investment Trust
JAM
LSE
Seeks capital growth from a portfolio of North American investments, including small and microcap companies.
Perpetual Income
and Growth
PLI
LSE
Provides investors with a well rounded exposure to large multinational companies that are listed
on the London Stock Exchange. The fund benefits from a stable and experienced management
team who have a successful track record of identifying attractively valued companies. The
manager takes a long term approach to investing, and focuses on companies that are able to
maintain and grow their dividends over time.
Australasia
Australian
Foundation
AFI
NZX /
AFI
ASX
Aims to provide investors with long-term growth in both capital and dividends through a
portfolio of quality Australian companies. Fund manager takes a value approach, at times
adopting a contrarian view. Low management fee, defensive philosophy and impressive history
of dividend growth.
Sector Specific
Worldwide
Healthcare
Trust
WWH
LSE
Invests in pharmaceutical and biotechnology companies around the world with the objective
of achieving a high level of capital growth. Portfolio is concentrated (30 to 40 stocks) and
primarily invested in the US. Should benefit from an ageing population and subsequent
demand for healthcare products and services.
BIT
NZX /
Defensive value fund that seeks out companies that the manager believes are under-owned,
under-followed, and under-valued. We like the manager's low risk approach which combines
a diversified portfolio with a focus on both dividend and capital growth.
Global
Bankers Investment
Trust
BNKR
LSE
Murray International
Investment Trust
MYI
LSE
Invests in a well diversified portfolio of global equities, purposely avoiding the UK bias that
is common with many of its peers. A suitable complement to Bankers Investment Trust for
clients seeking a fund that generates an above average dividend.
RIT Capital Partners
RCP
LSE
Aims to deliver long-term capital growth through investment in quoted securities, hedge
funds and private equity. We like the manager's conservative approach and focus on absolute
returns, makes RCP our preferred global exposure.
Ruffer Investment
Company
RICA
LSE
An absolute return fund with the objective of achieving a positive total annual return, after all
expenses, of at least twice the Bank of England cash rate by investing in equities and bonds.
The manager has a strong focus on managing downside risk (preserving capital) and not
chasing the upside. As such, the portfolio tends to outperform in down markets while still
participating in the upside, albeit to a lesser degree than the broader market.
Scottish Mortgage
Investment Trust
SMT
LSE
Provides exposure to a concentrated portfolio of global growth stocks that demonstrate the
potential for sustainable, long-term growth while helping generate rising dividends. Focuses on
disruptive companies where technological advancements are disrupting established business
practices. Should be regarded as a higher risk alternative to its global generalist peers.
Asia & Emerging Markets
Aberdeen Asian
Smaller Companies
AAS
LSE
Focus on smaller companies. The portfolio is geared to domestic demand – to benefit from
the growing disposable incomes of Asia’s growing middle class. The fund manager seeks out
investments in conservatively managed companies, favouring long term investments.
Aberdeen New
Dawn
ABD
LSE
Investing in Asia, the fund manager adopts a value orientated approach, with a emphasis on
quality companies. While ABD’s value approach may see the trust’s performance lag its growth
orientated peers in bull markets, and vice-versa, overall this approach has tended to provide a
much more balanced return to investors.
JPMorgan Indian
Investment Trust
JII
LSE
Our preferred active exposure to India, we like the manager’s value approach to investing and
focus on absolute returns. With a portfolio of 50 stocks, JII is also the largest and most liquid
actively managed fund investing in the region. Investors should note the potential for volatility in
returns.
Scottish Oriental
Smaller Companies
SST
LSE
Invests in smaller Asia companies with a market cap under US$1bn. SST’s investment style is
inherently conservative, focusing on capital preservation and capital growth. The portfolio
is more evenly weighted across geographies than its peers and is overweight financials and
consumer discretionary stocks leveraging the expected continuation in domestic consumption.
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Templeton
Emerging Markets
Investment Trust
TEM
NZX /
TEM
LSE
Seeks capital appreciation through a portfolio of companies operating in emerging markets. The
fund manager employs a value approach to investing and this defensive style has seen the fund
out perform both its benchmark and peers over the long-term, while minimising volatility.
Index Funds
Index funds aim to track the performance of a particular index (such as the Dow Jones Index or the MSCI World
Index), providing the same return as that index before fees and expenses associated with the fund. Unlike an
investment trust or managed fund, an index fund does not seek to outperform its benchmark or underlying index.
UK & Europe
iShares FTSE 250
ETF
MIDD
LSE
Provides a greater exposure to the UK economy given the domestically orientated focus of
the companies in this part of the market (versus the top 100 stocks). Investing in the 250
stocks immediately below the FTSE 100 Index, the fund’s performance record has been
strong since its inception in March 2004, exceeding the return of the top 100 stocks over the
same period.
Vanguard FTSE
Europe ETF
VGK
US
Tracks the performance of the MSCI Europe Index, holding around 500 companies from
Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, The Netherlands,
Norway, Portugal, Spain, Sweden, Switzerland, and the UK.
Wisdom Tree
European Hedged
Fund
HEDJ
US
Designed to provide exposure to European equities while at the same time neutralising
exposure to fluctuations between the euro and US dollar. The Index is based on dividend paying
companies in the WisdomTree DEFA Index (Dividend Index of Europe, Far East, and Australasia)
that are domiciled in Europe and are traded in euros, have at least US$1bn market capitalization,
and derive at least 50% of their revenue in the latest fiscal year from countries outside of Europe.
VT
US
Tracks the FTSE All World Index, mid and large cap companies from developed and emerging
countries worldwide. With a management fee of 0.25%, VT is an inexpensive and highly
diversified exposure to world markets.
iShares Barclays
20+ Year Treasury
Bond ETF
TLT
US
An exchange traded fund that seeks to track the investment results of an index composed of
US Treasury bonds with remaining maturities greater than twenty years.
SPDR Dow Jones
Industrial Average
ETF
DIA
US
Track the price and yield performance of the Dow Jones Industrial Average. Includes 30 blue
chip companies that are leaders in their industries, with strong histories of successful growth.
Offers excellent long-term growth potential.
SPDR S&P Midcap
400 ETF
MDY
US
Highly diversified fund tracking the S&P 400 MidCap Index (containing the 400 companies
below the top 500). As such, it provides access to many 'up and coming' stocks. A simple way of
accessing what has historically been an above average return from a continually evolving sector.
SPDR S&P 500
SPY
US
The largest index fund in the world, SPY tracks the performance of the S&P 500 Index, offering
access to the top 500 US companies in one purchase. Extremely inexpensive way of investing
the in the US market (management fee of 0.10%). Combine with MidCap SPDRs (MDY) for the
top 900 companies.
SPDR S&P Dividend
ETF
SDY
US
Holds the 50 highest yielding companies from the S&P Composite that have increased
dividends every year for 25 years. A simple and cost effective way of accessing US equities
that provide both above average income and the potential for long-term income growth.
Global
Vanguard FTSE
Total World Stock
ETF
US
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Sector Specific
Guggenheim Equal
Weight Healthcare
ETF
RYH
US
RYH utilises an equal weighted investment approach to provide exposure to the US healthcare
sector, tracking the performance of the S&P500 Equal Weight Healthcare Index. The healthcare
subsectors include Healthcare Providers & Services, Healthcare Equipment & Supplies,
Pharmaceuticals, Biotechnology, Life Sciences and Technology. The Index aims to have a 2%
weighting for each of the 50 companies within the index.
iShares Global Tech
ETF
IXN
US
Tracks the performace of the S&P Global Information Technology Sector Index, a sub index
of the S&P global 1200 index. The index includes companies involved in the development and
production of technology products. Established in November 2001, the passive fund currently
holds over 100 companies and has a clear bias to the US with over 75% of its holdings listed there.
iShares US Utilities
ETF
IDU
US
Seeks to track the investment results of an index composed of US equities in the utilities
sector. We like the defensive cash generative nature of US utilities and use this EFT to
express a positive sector view. Use this EFT to tilt portfolios towards quality cash generative
businesses with attractive dividend yields.
VanEck Gold Miners
ETF
GDX
US
Aims to provide returns that match the performance of the Amex Gold Miners Index, an index
of around 40 global companies that mine for gold or silver. We like GDX because it provides
an earnings stream and dividend flow that funds holding physical gold or silver do not.
PowerShares QQQ
QQQ
US
Tracks the Nasdaq 100 Index, an index of the 100 largest and most actively traded nonfinancial stocks listed on the Nasdaq. Sectors include IT, telecommunications, retail/wholesale
trade, and biotechnology. Note the potential for higher levels of volatility in returns.
SPDR Gold Shares
GLD
US
Aims to reflect the performance of gold bullion, less the fees and expenses associated with
the fund. GLD is backed by gold bullion held in the form of London Good Delivery Bars by the
HSBC Bank USA.
SPDR S&P Regional
Banking ETF
KRE
US
Tracks the S&P Regional Banks Select Industry Index, an index which comprises approximately
90 regional banks in the United States. With an expense ratio of 0.35%, KRE is an inexpensive
and alternative way to gain exposure to the US financial sector and to the US economic
recovery.
Vanguard
Healthcare ETF
VHT
US
Seeks to track the performance of the MSCI US Investable Market Health Care 25/50 Index.
The index includes US companies within the health care sector and represents large, medium
and small cap companies within the health care space.
Asia & Emerging Markets
iShares FTSE Xinhua
China 25 Index Fund
FXI
US
Tracks the performance of the FTSE/Xinhua China 25 Index Fund, an index designed to
represent the performance of the largest companies in the Chinese equity market that are
available to international investors. Note the potential for volatility in returns.
iShares MSCI Japan
Index Fund
EWJ
US
Tracks the MSCI Japan Index, a capitalisation weighted index of Japan's largest and most
established companies, including Toyota, Honda, Canon, Sony and Mitsubishi. EWJ has a
large, well diversified portfolio and can be viewed as a 'safe' way to play Japan.
Vanguard Emerging
Markets ETF
VWO
US
Tracks the performance of the MSCI Emerging Markets Index. VWO generally invests in all of
the companies in the index and the resulting portfolio is the broadest exposure to the region
offered by an index fund. Low cost, with a management fee of just 0.25%.
WisdomTree Japan
Hedged Equity Fund
DXJ
US
Tracks the performance of WisdomTree’s own Japan Hedged Equity Index which is a dividend
weighted index of Japanese companies with the addition of a hedging program. For New
Zealand investors, the fund offers exposure to the Japanese share market while exchanging
Japanese Yen currency exposure with US dollar currency exposure.
Socially Responsible Investing
Guggenheim S&P
Global Water Index
ETF
CGW
US
Tracks the performance of the S&P Global Water Index. Half of the companies in the index are
water infrastructure stocks, while the other 25 deal in water equipment and materials. Investing in
all of the stocks in the index, CGW is geographically diverse and primarily exposed to midcaps.
iShares MSCI USA
ESG Select Social
Index ETF
KLD
US
Tracks the performance of the KLD Select Social Index, an index constructed with the aim of
providing investors with access to quality US companies that operate in a socially responsible
manner. Well diversified across industries and includes companies with strong brands and
histories of growth.
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Australasia
SPDR S&P/ASX 200
STW
ASX
Tracks the S&P/ASX 200 Index which includes the 200 largest companies in Australia. As such,
STW provides a diversified exposure to large and medium sized companies, a combination that
has the potential to increase returns while reducing risk. Largest sector exposures are Miners
and Financials.
smartFONZ
FNZ
NZX
Tracks the performance of the NZX 50 Portfolio Index, which comprises the top 50 stocks
on the New Zealand market. The advantage of FNZ is that company weightings are limited
to 5% of the index, which means that Telecom, Contact Energy, and Fletcher Building do not
dominate its performance.
smartMIDZ
MDZ
NZX
Tracks the performance of the NZX MidCap Index, an index of the 11th to 40th largest
companies listed on the New Zealand market.
smartMOZY
MZY
NZX
Tracks the performance of the S&P/ASX MidCap 50 Index, an index of the 51st to 100th largest
companies listed on the Australian market.
smartOZZY
OZY
NXZ
Tracks the performance of the S&P/ASX 30 Leaders Index, an index of the 20 largest
companies listed on the Australian market.
smartTENZ
TNZ
NZX
Tracks the performance of the NZX10 Index, an index of the 10 largest companies listed on the
New Zealand market.
Argosy Property
Trust
ARG
NZX
Owns retail, industrial and commercial property throughout New Zealand. ARG differs from its
peers due to the fact that it employs an active management strategy with regard to its portfolio
and attempts to add value by buying or selling some properties in an opportunistic manner
dependent on market conditions.
Goodman Property
Trust
GMT
NZX
A specialist industrial property owner and, to a lesser extent, developer. GMT’s definition of
industrial property is slightly broader than some other property companies investing in office
parks, as well as traditional industrial estates and warehousing.
Kiwi Property Group
KPG
NZX
New Zealand’s largest diversified property trust, with over NZ$2.0bn invested in a portfolio of
office, retail and industrial assets throughout the country. KPG owns several recognisable office
buildings such as the Vero Centre in Auckland and the Majestic Centre in Wellington.
Investore Property
IPL
NZX
A real estate investment company that owns a portfolio of supermarkets located in urban areas
of New Zealand.
Lend Lease
Corporation
LLC
ASX
Leading international retail and residential property group, integrated with investment management
and construction management businesses. The company’s assets traverse Australia, the UK and
the US, with interests in both retail and public-private partnership assets, especially in the UK.
Precinct Properties
NZ
PCT
NZX
A listed property company that owns some of New Zealand’s most recognisable office
buildings. The portfolio includes 17 buildings with a total value in excess of $1.6bn, including the
PricewaterhouseCoopers Tower and the ANZ Centre in Auckland, as well as Vodafone on the
Quay and the State Insurance Tower in Wellington.
Property for Industry
PFI
NZX
Invests in and develops industrial property and, following the merger with Direct Property Fund
in mid- 2013, has a portfolio of 79 properties housing over 133 tenants, with a total value of
approximately $860m, based mainly in the Auckland region.
Scentre Group
SCG
ASX
An Australian and New Zealand focused A-REIT comprised of 47 shopping centres, ~$38bn of
assets under management, coupled with the associated operating platform that was previously
owned by WDC. It was formed by the merger of Westfield Retail Group (WRT.ASX) with
Westfield Group’s (WDC.ASX) Australasian operations.
SPDR S&P/ASX 200
Property Fund
SLF
ASX
Tracks the performance of the S&P/ASX 200 Listed Property Trust Index. The fund includes
the leading listed property vehicles in Australia, with exposure diversified geographically across
Australia’s major population centres and by sector across a range of property types.
Stride Stapled
Group
SPG
NZX
Diversified property fund which focuses on the ownership, development and management of
commercial property assets diversified both geographically and by segment. It has over NZ$650
million of commercial property assets under management.
Stockland
SGP
ASX
A property trust that invests and manages retail and commercial properties in Australia. The
group is also involved in residential land development for subdivision and sale used for residential
homes, town houses and retirement units.
Listed Property
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TR Property Trust
TRY
LSE
Invests in United Kingdom and European property, both listed and unlisted. The managers describe
themselves as 'pragmatic value investors' who take a view on the top down picture as well as
sector and individual characteristics that affect each holding.
Westfield Corp
WFD
ASX
A leading global shopping centre company focussed on owning, developing and operating iconic
shopping centres. WFD offers a pure exposure to high quality US and UK regional malls, with a
US$11.8bn pipeline of current and prospective development projects in the UK, US, and Milan.
Vanguard REIT ETF
VNQ
US
Tracks the performance of the MSCI US REIT Index. This index represents approximately 85% of
the real estate investment trust universe in the US, holding a range of retail, office, residential, and
diversified trusts.
Vital Healthcare
Property Trust
VHP
NZX
A listed property trust that invests specifically in health and medical sector related properties
in New Zealand and Australia. These include surgical and medical facilities, primary healthcare
facilities and health support facilities. VHP doesn’t operate the facilities itself, but owns and leases
properties to healthcare providers.
Disclaimer: QuayStreet Asset Management Funds are issued and managed by QuayStreet Asset Management Limited, a wholly owned subsidiary of Craigs
Investment Partners Limited. Investments are subject to investment and other risks (including those set out in the Product Disclosure Statement) and are not
guaranteed by the Issuer, the Manager, their directors or any other person. The value of investments can go down as well as up and investors may not get back the
full amount invested. This documents contains general information only and is not a substitute for professional advice. Craigs Investment Partners Limited and/or
its affiliate(s) may have provided financial services to companies included in this list for which it received fees. Neil Craig, Chairman of Craigs Investment Partners
Limited is also Chairman of Comvita Limited.
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CRAIGS INVESTMENT PARTNERS mySTART® Nominated Securities and Funds 01.17 / 13