InvestSMART.com.au - Newsletter

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InvestSMART.com.au - Newsletter

InvestSMART Newsletter - 11th September 2003

Broker Consensus
As mentioned in our newsletter on 1st September 2003, Jubilee Mines (JBM) was considered a "Strong BUY" in our Broker Consensus Report. It was expected to release a record full-year result either last week or early this week. At the time the stock was trading around $2.88.

Jubilee Mines released its record $48.4M net profit yesterday to the market. The strong results were underpinned by strong world nickel prices. The stock closed at $3.73. That’s nearly a 30% return in less than 2 weeks.

Become a Platinum Member today (click here) and be one of the first to see our weekly "Broker Consensus" report out each Friday at close of business. What opportunities are you missing out on?

The Broker Consensus Report collates around 18 of Australia's top brokers weekly recommendations (Strong Buy, Buy, Hold, Under-preform and Sell), 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 several?

To become a Platinum Member and see the latest Broker Consensus Report - released at the close of business on Friday 5 September 2003 (plus our archive of past recommendations on over 400 ASX listing companies) - please click here.

Series 9 OM-IP 220 Limited - Capital guaranteed by Westpac⁺
As you are aware we have recently been promoting the Series 9 OM-IP 220 fund. This is the 9th in the OM-IP 220 Limited fund series. On average the OM-IP 220 Limited fund series has outperformed its targeted 20%* annual return (based on annualised returns after fees to 31st May 2003). The worst of the series, Series 5 returned 13.97% annualised and the best, Series 7, returned 28.13%.

In the past these funds have attracted most of their funds in the last two weeks. It is a possibility that this fund will close earlier than 19th September 2003 if subscriptions for A$300,000,000 are received before the closing date. To ensure you receive your allocation of shares in this fund get your application in as soon as possible. More information on this fund below.

Regards
The InvestSMART Team

Offer Overview


Series 9 OM-IP 220 Limited
Capital guarantee and a rising guarantee from Westpac⁺ Aims to generate medium-term capital growth of 20%pa^* $5,000 minimum investment at $1 per share Offer closes on 19th September 2003 Receive 12 FREE months of Platinum Membership (or extended membership) when you invest
Click here to Request a Prospectus (by post) Click here to Download an Independent Research Report

Offer Overview

GEC ASIAN VALUE FUND

Opening Date for Applications		August 25th 2003
Closing Date for Applications		September 26th 2003
Minimum Investment		$2000, then multiples of $500
Fund Objective		Long term capital appreciation
Options		Subscribers during the initial offer period will receive one 18 month bonus option for every Unit purchased
Recommended Investment Period		3-5 years
Risk Profile		Aggressive
Distribution		Policy Income distributions annually

Download the Prospectus/PDS

Download an Independent Report

Margin Lending is not suitable for all investments, especially if the interest rate on the loan is greater than the projected returns on the investment. Margin lending is available on the following list of funds showing this symbol .

If you wish to margin lend on any of these products you will need to request a prospectus and indicate on the request form that you wish to order a margin lending application form as well. Call 1300 880 160 for help if needed.

Series 9 OM-IP 220 Limited

In today's economic climate of low interest rates and uncertainty on global stockmarkets the three most important considerations for investors are performance, security and diversification.

It is therefore with pleasure that we present an international investment combining each of these features. Series 9 OM-IP 220 Limited is based on a new generation of Capital Guaranteed Funds which aim to generate medium term capital growth of 20%pa* while providing the security of a capital guarantee from Westpac⁺.

Capital guarantee and a rising guarantee from Westpac⁺

Aims to generate medium-term capital growth of 20%pa^*

$5,000 minimum investment at $1 per share

Offer closes on 19th September 2003

Receive 12 FREE months of Platinum Membership (or extended membership) when you invest

Click here to Request a Prospectus/PDS along with a Margin Lending Application (by post)

Click here to Download an Independent Research Report

Orb Technology Limited

The global technology sector has been one of the best performing sectors over the past 30 years. The fundamental drivers of this growth remain in place despite the downturn in recent years. Every day, we see the evidence of this inexorable technology growth in our lives through, for example the proliferation of palm held devices, the explosive growth of the mobile telephone markets and the phenomenal advances in medical sciences.

InvestSMART believes this fund enables investors to participate in the considerable upside potential of the technology sector while providing downside protection on the capital value of your initial investment.

	Capital guaranteed by Citibank
	Rising guarantee that resets the capital guarantee to 80% of net asset value each year
	TechInvest is the specialist technology investment manager
	TechInvest have outperformed the Australian Morningstar All Technology Index by 8.3% p.a.^*

	TechInvest are ranked 7th out of 152 US based Technology fund managers⁺
	$5,000 minimum investment at $1 per share
	Offer closes on 12th September 2003
	Receive 12 FREE months of Platinum Membership (or extended membership) when you invest

Request a Prospectus/PDS along with a Margin Lending Application (by post)

Download a Prospectus/PDS

Download a Product Profile

GEC Asian Value Fund

The GEC Asian Value fund is an exchange-traded fund ("ETF"), soon to be listed on the ASX. The fund buys units in the Perennial Investment Partners' Asian Equity Trust.

John Collett wrote in the Sydney Morning Herald on Monday 3 September 2003, "the trust has returned 20% in the three months to 31 July 2003. The trust has one of the best performance of all Asian funds available to Australia investors, over all time frames, going back three years.".

Collett went on further to write, "Kerry Series, the managing director of Perennial Asia and the portfolio manager of the trust, is highly regarded by fund researchers and, as part owner of Perennial, is likely to be sticking around for the long term".

Opening Date for Applications		August 25th 2003
Closing Date for Applications		September 26th 2003
Minimum Investment		$2000, then multiples of $500
Fund Objective		Long term capital appreciation
Options		Subscribers during the initial offer period will receive one 18 month bonus option for every Unit purchased
Recommended Investment Period		3-5 years
Risk Profile		Aggressive
Distribution		Policy Income distributions annually

Click here to download a copy of the Prospectus/PDS

Click here to download an Independent Report

Managed Funds - International Shares

It may be time to look past the recent poor performance in equity markets. We believe that equity markets are turning (or have turned) and it is a good time to change your portfolios to be overweight in domestic and international shares, and underweight in property and cash.

Fund Name	Assirt Rating	Sector	MER	Historical Returns*			Download a Prospectus/PDS (PDF format)	Request a Prospectus/PDS (via post)	Margin Lending Available
Fund Name	Assirt Rating	Sector	MER	3 Mth	1 Yr	3 Yr	Download a Prospectus/PDS (PDF format)	Request a Prospectus/PDS (via post)	Margin Lending Available
AXA Australia Global Equity Value Fund		International Shares	2.1%	7.1%	-5.65%	n/a
Credit Suisse Private Investment International Share Fund		International Shares	2.04%	10.56%	-2.81%	-13.26%
Advance International Sharemarket Fund		International Shares	2.05%	9.83%	-15.04%	-7.61%
Dresdner RCM Global Investors International Opportunities Trust		International Shares	2.14%	13.11%	-9.83%	-19.19%
JBWere Global Health and BioTech Fund		International Shares	2.41%	4.21%	-6.71%	-1.93%
JBWere Global Small Companies Fund		International Shares	2.41%	15.61%	3.74%	-6.92%

On Friday 5th August van Eyk changed their Model Share Portfolios.

Tempo Services Limited (TEM) was removed from the "Growth" Model Share Portfolio at a loss. The recent change to accounting policies has significantly reduced stated and expected earnings, which in turn had a significant impact on van Eyk's valuation.

Platinum Members can click here to read about all the recent changes to the Model Share Portfolios and to review what stocks make up each Portfolio.

To review the benefits of Platinum Membership please click here.

Portfolio	Portfolio Return*	Relevant Index	Return of Relevant Index*
Blue Chip	9.23%	ASX 100 Index	-0.5%
Special	22.92%	ASX 300 Index	-0.55%
Growth	5.04%	ASX 300 Index	-0.55%
Income	13.17%	ASX 300 Index	-2.26%

* Annualised returns as at 8th Sep 2003

more...

Company	Comment	Dividend (per share)	Franking	Ex-Dividend Date	Payment Date
ANSELL LIMITED (ANN)	2003 Final Year Result	11 ¢	0%	12th Sep 2003	9th Oct 2003
GWA INTERNATIONAL LIMITED (GWT)	2003 Final Year Result	8 ¢	100%	12th Sep 2003	1st Oct 2003
A.B.C. LEARNING CENTRES LIMITED (ABS)	2003 Final Year Result	7 ¢	100%	12th Sep 2003	1st Oct 2003

more...

* Past performance is not a reliable indicator of future performance. All performance figures are calculated as at 31 May 2003.The chart shows an index of the performance of the first Australian IP 220 fund,OM-IP 220 Limited, which commenced trading in August 1997 and global stockmarkets as measured by the MSCI World Index from 1 August 1997 to 31 May 2003.

+ On and subject to the terms of the Westpac Guarantee in the Prospectus. Investments in Series 9 OM-IP 220 Limited do not represent deposits or other liabilities of Westpac and Westpac does not in any way stand behind the assets or performance of Series 9 OM-IP 220 Limited. Investments in Shares in Series 9 OM-IP 220 Limited are subject to investment risk as outlined in the Prospectus. Westpac's liabilities to Shareholders of Series 9 OM-IP 220 Limited are limited to its liabilities under and subject to the terms of the Westpac Guarantee.

InvestSMART makes no recommendations as to the merits of any investment opportunity referred to in this email. 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.

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