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InvestSMART.com.au - Newsletter
InvestSMART Financial Services Pty Ltd HFRX
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InvestSMART Newsletter - 27th September 2004
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Smart Ideas

Combined with investments, retirement and estate planning, insurance is a fundamental part of a sound financial plan.

The primary benefit of insurance is the ability to bring security to your valued assets including yourself. Without insurance you are vulnerable to rapid and unexpected financial ruin. By protection through insurance you can gain greater comfort in your daily living and plan with much more certainty for the future.

InvestSMART can get you quotes from our life insurance providers for Term Life Insurance, Total and Permanent Disability ("TPD") and Income Protection, allowing you to compare premiums, request a Product Disclosure Statement and purchase the insurance you require. To request an insurance quote please click here.

We will also rebate 80% of commissions received to CashBack Members. For more information on our innovative CashBack Program, click here or call us on 1300 880 160.

Latest Offers

more Blue Ensign Technologies Limited - Float/IPO expected to close on 15th October 2004.
Blue Ensign Technologies, better known for its "Unified Messaging" technology which enables various communications media such as fax, email, voice, SMS and instant messaging to communicate directly with each other, has entered into an agreement to acquire 60% of IMNcontrol Pty Ltd.

To order a copy of the prospectus click here or call InvestSMART on 1300 880 160.

more HFRX Global $A Capital Protected - Series 1 - Offer closes 18th October 2004.
"A new Australian capital protected* fund that accesses global hedge funds."

HFRX Global $A Capital Protected - Series 1 seeks to provide investors with a return by capturing the performance of the HFRX Global Hedge Fund Index ("HFRX Index") together with dynamic capital protection* over six years by Commonwealth Bank. The HFRX Index is an investable hedge fund index developed by the Chicago based HFR Asset Management LLC (HFRAM) to track the performance of the global hedge fund industry.

For an independent research report from van Eyk, click here. To order a copy of the PDS and receive a 100% rebate on the 2% upfront commission associated with this offer call InvestSMART on 1300 880 160 or click here.

* If held for 6 years. Subject to the terms of the deferred purchase agreement with Commonwealth Bank outlined in the PDS.

more Click here for the latest managed fund offers

more Click here for the latest floats

Regards
The InvestSMART Team

Our Promise

We provide investors with the lowest-cost access to quality financial information and products in Australia. We provide the biggest discounts on the best products. If you find a better deal we'll beat it!


Offer Overview
Company Blue Ensign Technologies Limited
Excepted Close Date 15th October 2004
Expected ASX Listing 29th October 2004
Issue Price 20 cents per share
Minimum Investment $2,000
Amount Sought $3 million
Disclosure InvestSMART will receive a 4% sales commission.
Documents & related links

    Download  Prospectus/PDS

    Request  Request a Prospectus by Post

 Download Tips

For further information please contact :
InvestSMART Financial Services on 1300 880 160



Smart Ideas

Superannuation contributions on behalf of a child can be made up to a limit of $3,000 per child per 3 year period. However, there is nothing to stop a person from opening child accounts with different superannuation funds and contributing the $3,000 limit per 3 year period, with each fund. We list a few funds below that may suit a child's superannuation fund, keeping in mind these funds should tend to be more risk seeking or aggressive considering the length of time to investment maturity.

Superannuation Funds  [48 found]
Fund Name Assirt
Rating
Minimum
Investment
MER Historical Returns* Download
Prospectus/PDS

(PDF format)
Request
Prospectus/PDS

(via post)
3 Mth 1 Yr 3 Yr
Perpetual WealthFocus Super Plan Perpetual's Balanced Growth Fund $1000 1.95% 3.11% 11.42% 4.72% Download the Prospectus for this Fund Request a Prospectus for this Fund
Macquarie SuperOptions Super Rollover Balanced Fund $3000 1.91% 3.76% 9.26% 2.58% n/a Request a Prospectus for this Fund
ING OneAnswer Personal Super Managed Growth $2000 1.8% 3% 8.83% 3.1% Download the Prospectus for this Fund Request a Prospectus for this Fund
AMP Flexible Lifetime Super Future Directions Growth $0 2.37% 2.78% 10.55% n/a Download the Prospectus for this Fund Request a Prospectus for this Fund


Managed Funds

Most Popular Funds
Fund Name Assirt
Rating
Perpetual Investor Choice Smaller Companies Share
Colonial First State Global Resources Fund
Credit Suisse Private Investment Australian Small Companies Fund Not rated
more  more...  
Recent Fund Re-Ratings
Fund Name New Assirt
Rating
Advance Australian Fixed Interest Multi Blend Fund
Advance Australian Shares Multi Blend Fund
Advance Growth Multi Blend Fund
more  more...  
Managed Fund data is supplied by ASSIRT Pty Ltd and is subject to the following disclaimer



Upcoming Floats


Impending Float

Company Name: Sunshine Heart, Inc (SHC)
Industry Sector: Healthcare and Biotechnology
Expected Offer Open: 27th Aug 2004
Expected Offer Close: 9th Sep 2004
Expected Float Date: 28th Sep 2004
Issue Price: $0.50
Notes:

Sunshine Heart is an international company focused on the development of an innovative cardiac assist device to treat patients in moderate to severe long term heart failure (an estimated 1.8 million patients in the US alone). These patients constitute a large and under-served market segment and provide a significant market opportunity for the Company.


Impending Float

Company Name: ISS Group Limited (ISS)
Industry Sector: Infrastructure and Utilities
Expected Offer Open: 20th Aug 2004
Expected Offer Close: 9th Sep 2004
Expected Float Date: 30th Sep 2004
Issue Price: $0.20
Notes:

Industrial Software Solutions Pty Ltd (ISS) is an example of an innovative company that has grown strongly over the last nine years by staying focused on its core strengths of developing and implementing industrial application software and related professional services that deliver measurable benefits to its customers.

The business has maintained its focus on customers primarily in the oil and gas and mining industries, where it has developed a competitive edge in product innovation and the delivery of cost effective business solutions.


Recent Float

Company Name: TSV Holdings Limited (TSH)
Industry Sector: Diversified Industrials
Float Date: 24th Sep 2004
Issue Price: $0.20
First Day Open: $0.30
First Day High: $0.35
First Day Low: $0.28
First Day Close: $0.30
Volume: 392,221
Notes:

TSV Holdings has recently been established to acquire the businesses known as Tecsound Vic and Tecsound NSW and to consolidate their operations. These businesses are now branded as TSV in reference to the "Technology, Sound & Vision" product offering. TSV Group is an established supplier, distributor and systems integrator of electronics communications equipment, audiovisual equipment and electronic security products. TSV expects to continue to grow through organic business development and through the acquisition of synergistic businesses.


Recent Float

Company Name: Perseus Mining Limited (PRU)
Industry Sector: Other Metals
Float Date: 22nd Sep 2004
Issue Price: $0.20
First Day Open: $0.18
First Day High: $0.18
First Day Low: $0.16
First Day Close: $0.16
Volume: 282,222
Notes:

Perseus has a number of prospects in West Africa and Central Asia with the potential to host multi-million ounce gold deposits. The Tengrela project in Côte d'Ivoire, Grumesa in Ghana and Savoyardy and Kyldoo in the Kyrgyz Republic all have identified drill targets. These projects all lie within major gold belts which host world class gold deposits and form the foundation of a highly attractive tenement package, justifying substantial exploration programs.


Upcoming Float

Company Name: ING Private Equity Access Limited
Industry Sector: Investment and Financial Services
Expected Offer Open: 29th Sep 2004
Expected Offer Close: 5th Nov 2004
Expected Float Date: 25th Nov 2004
Issue Price: $2.00
Notes:

ING Private Equity Access Limited is offering sharemarket investors a unique opportunity to access the private equity sector. ING Private Equity Access Limited has been established to provide investors with the benefits of a well diversified multi-manager private equity investment portfolio. Managed through the experience and expertise of ING Investment Management Limited, the Company will provide investors with access to experienced and successful private equity managers and should be well suited to investors with an investment horizon beyond five years.




Broker Consensus

InvestSMART's 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 10th October 2003 (plus our archive of past recommendations on over 400 ASX listing companies) - please click here.

Company Brokers
Surveyed
Consensus
Recommendation
*
AUSTRALIAN WORLDWIDE EXPLORA (AWE)   7 Strong Buy
JUST GROUP LIMITED (JST)   6 Strong Buy
ABC LEARNING CENTRES LTD (ABS)   5 Strong Buy
THE WAREHOUSE GROUP LIMITED (WHS)   2 Sell
REPCOL LTD (RPC)   1 Sell
WARRNAMBOOL CHEESE & BUTTER FACT (WCB)   1 Sell
* Recommendations as at 24th Sep 2004. Data compiled and supplied by Thomson Financial First Call. more...



Stock Watch
Company Comment Dividend
(per share)
Franking Ex-Dividend
Date
Payment
Date
VILLAGE LIFE TRUST (VTR) 2004 Half Yearly Result 2.0625 ¢ 0% 28th Sep 2004 22nd Oct 2004
BLUESCOPE STEEL LIMITED (BSL) 2004 Final Year Result 28 ¢ 100% 28th Sep 2004 18th Oct 2004
PREMIER INVESTMENTS LIMITED (PMV) 2004 Final Year Result 4 ¢ 100% 28th Sep 2004 18th Oct 2004
SOUTHERN CROSS BROADCASTING (AUSTRALIA) LIMITED (SBC) 2004 Final Year Result 30 ¢ 100% 29th Sep 2004 15th Oct 2004
JDV LIMITED (JDV) 2004 Final Year Result 2 ¢ 100% 29th Sep 2004 15th Oct 2004
  more...






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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IMPORTANT : 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. InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. 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. InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.