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InvestSMART  
Newsletter #829 - 18th October 2007  Home My Portfolio My TrailCap Email us

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more BT Future Goals Fund

Investing in the right combination of growth assets can go a long way to helping you reach your future goals sooner.

In a volatile market, ensuring your investments are diversified across a range of asset classes helps to make sure the performance and risk levels of your portfolio are in line with your future goals and expectations.

The strength and specialist skills of the BT investment team have seen the BT Future Goals Fund consistently generate strong returns.

Fund Returns**
1 Year 3 Years 5 Years Since inception***
13.91% 16.63% 12.72% 10.73%

The standard contribution fee for the BT Future Goals Fund is 4%. However, when you invest through InvestSMART, we’ll rebate 100% of the fee as additional units in the fund. BT is also one of the mangers on our innovative TrailCap program.

Click here for more information and to request a Product Disclosure Statement (PDS).

Regards
The InvestSMART Team


In Focus

more New Beach Media Limited – Float/IPO expected to close 23 November 2007

Many companies - Google, Yahoo, Amazon, eBay, Youtube, MySpace and Facebook among them – have become global brand leaders by capitalising on the growth and business opportunities of the Internet, in the process often making billionaires of those who saw the opportunities early enough.

New Beach Media is a vertically integrated digital media and internet technology company that operates a growing stable of video websites, as well as specialising in the acquisition, production and distribution of quality digital content.

The company has developed what it describes as “Australia’s answer to Youtube” - a proprietary multi-channel online broadcasting platform known as the Taurine EngineTM, capable of launching and operating an unlimited number of online channels. It is the first of its kind to be developed in Australia. The company’s online strategy focuses on quality professional content while still including user-generated content.

Not constrained by traditional media business models of television, radio and print, the company is able to derive multiple revenue streams from advertising, content sales, subscriptions, sponsorships, downloads, SMS messaging, direct merchandising and other sources – all facilitated by its digital media technology platform.

InvestSMART have been fortunate to secure an allocation in this exciting new IPO. Applications and cheques must be sent to:

InvestSMART Financial Services
Suite 2, Lvl 2, 37-39 The Corso
MANLY NSW 2095

Make your cheque payable to “New Beach Media Limited Share Issue Account”.

Click here for more information and to request a Prospectus.



more Colonial’s First Choice Generation Global Sustainability Fund

Colonial First State recently formed an alliance with Generation Investment Management, co-founded by Al Gore, former US Vice President, and David Blood, former global CEO of Goldman Sachs Asset Management. Australian investors are now able to access the unique sustainable investment approach of Generation through the new Generation Global Sustainability Fund.

This new Fund is available exclusively in Australia through Colonial First State’s FirstChoice platform.

When you invest through InvestSMART, we’ll rebate 100% of the 4% entry fee as additional units in the fund. Colonial First State is also one of the mangers on our innovative TrailCap program.

Click here for more information and to request a Product Disclosure Statement (PDS).

Current Investment Opportunities more
Offer Closing Date
AMP Capital Small Companies Fund Open ended
BT Future Goals Fund Open ended
CFS First Choice Generation Global Sustainability Open ended
Charter Hall Umbrella Fund 23rd Nov 2007
Mariner Coastal Investment Fund 17th Oct 2007
MQ Gateway Trust 16th Nov 2007
MQ Term Plus 26th Oct 2007
New Beach Media Limited 23rd Nov 2007
Series 12 OM-IP 220 7th Dec 2007

Economic Outlook - BT's Chief Economist more

Caton's Corner - Too much too soon?
Six weeks ago, financial markets around the world were reeling from the after-effects of the US subprime crisis. more


Offer Overview more
Offer BT Future Goals 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

Offer Overview more
Offer New Beach Media Limited
Minimum Investment $2,000
Expected Close Date 23rd November 2007
Disclosure...
InvestSMART will receive a 6% sales commission.
Offer Documents

Download  Prospectus

Request a Prospectus  Request a Prospectus by Post

Offer Overview more
Offer CFS First Choice Generation Global Sustainability
Disclosure...
InvestSMART will rebate 100% of the 4% entry fee as additional units in the fund. InvestSMART will receive a trailing commission of 0.6%pa.
Offer Documents

Download  Product Disclosure Statement (PDS)

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

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
Challenger China Share Fund Not rated
Macquarie - Small Companies Growth Trust Not rated
Perpetual WFI Perpetual's Geared Australian
Recent Fund Re-Ratings more
Fund New Rating
Advance Int'l Fixed Interest Multi-Blend Fund
ABN AMRO - High Income Global Property Securities
Tyndall - International Bond Fund

Top Performing Investment Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
Challenger China Share Fund 95.11% Not rated
Macquarie - Small Companies Growth Trust 63.71% Not rated
Perpetual WFI Perpetual's Geared Australian 57.14%
Top Performing Super Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
Macquarie Super/RO Plan - Macquarie Small Compan's 59.65% Not rated
Perpetual WFS Perpetual's Geared Australian 55.52%
CFS ROSCO - Geared Share Option 49.14% 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

We've got you covered

Protect your wealth in under 5 minutes with InvestSMART and ING - you can purchase online, click here to view the product overview and fill out a FREE, instant online quote.

ING’s Recovery Plus provides up to $500,000 in Life Cover and a $25,000 Injury Benefit, giving you all the cover you need for you and your family. You can buy in less than 5 minutes, and your cover starts immediately. How easy is that?




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
EMPIRED Ltd EPD 26th Sep 2007 19th Oct 2007 $0.30 - -
Global Iron Limited - 17th Aug 2007 18th Oct 2007 $0.20 - -
Upcoming Floats
AnaeCo Limited ANQ 31st Oct 2007 16th Nov 2007 $0.25 - -
Bauxite Resources Limited BAU 26th Oct 2007 7th Nov 2007 $0.20 - -
Macquarie Harbour Mining Ltd MHM 16th Nov 2007 4th Dec 2007 $0.20 - -
Marmota Energy Limited MEU 2nd Nov 2007 14th Nov 2007 $0.25 - -
Nex Metals Explorations Ltd - 19th Nov 2007 3rd Dec 2007 $0.25 - -
Oztrade Publishing Group Ltd - 30th Nov 2007 12th Dec 2007 $0.20 - -
SeNevens International Limited SVN 23rd Nov 2007 7th Dec 2007 $0.20 - -
Silver Lake Resources Ltd - 9th Nov 2007 16th Nov 2007 $0.30 - -
Sunset Energy Limited SEY 29th Oct 2007 8th Nov 2007 $0.20 - -
Zingmobile Group Limited ZMG 8th Nov 2007 16th Nov 2007 $0.50 - -

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
RIO Tinto Limited (RIO) 18th Oct 2007 $117.29 $110.00 10 Hold
Publishing & Broadcasting Limited (PBL) 18th Oct 2007 $22.03 $20.14 10 Hold
Suncorp-Metway Limited (SUN) 18th Oct 2007 $22.05 $20.18 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
Lighting Corporation Limited (LCL) 2007 Final Year Result 2.4 ¢ 100% 19th Oct 2007 15th Nov 2007
Fox Invest Limited (FXI) 2007 Final Year Result 12 ¢ 35.78% 19th Oct 2007 16th Nov 2007
OM Holdings Limited (OMH) 2008 Half Yearly Result 2 ¢ 0% 22nd Oct 2007 23rd Nov 2007



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
Clever Communications Australia Limited (CVA) Philip John Powell 15th Oct 2007 Acquired 50,000
Spotless Group Limited (SPT) David Graham Davis 12th Oct 2007 Acquired 683
eBet Limited (EBT) Michael Hale 12th Oct 2007 Acquired 20,000

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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# As at 31 August 2007
* Past performance is not indicative of future performance
** Net of fees and pre tax
*** Inception Date: 4 March 1991.

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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