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Newsletter #846 - 3rd December 2007  Home My Portfolio My TrailCap Email us

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more DWS Global Climate Change Fund

The DWS Global Climate Change Fund is based on a recognition that impending climate change is likely to open up possibilities for attractive investments. More companies are seeing business opportunities associated with the mitigation of the effects of climate change and adaptation to its impacts.

The investment objective of the Fund is to provide investors with long-term capital growth through exposure to an actively managed Fund based on a climate change theme, which includes companies engaged in clean technology, energy efficiency and environmental management/damage limitation.

The Fund invests globally in securities of businesses active in reducing CO2 emissions or adapting to the affects of climate change. This includes, but is not limited to, companies whose current or future products and activities focus on:

  • Clean technologies – contributing towards the mitigation of the greenhouse effect through the reduction of CO2 emissions. Investment may also include companies with CO2 efficient operations (through recycling, energy efficient processes and/or resource protection). Clean technologies also include renewable and alternative energy sources, including solar energy, bio-energy, wind energy, fuel cells, hydro-power and geothermal energy.
  • Energy efficiency – products that help make the flow of goods and people more efficient, using measures including changes to the means of transport used, reducing fuel consumption and optimising transport streams and systems.
  • Environmental management /damage limitation – products and services for monitoring and disaster prevention in coastal areas and in other areas vulnerable to the impact of climate change. The focus is on companies that provide emergency relief services or support re-building efforts.

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

Regards
The InvestSMART Team


In Focus

more Performer Lifestyle Funds – offer closes 30 November 2007

Do you believe that as a large proportion of Australians approach a longer, more active and financially comfortable retirement, certain industries (funds management, leisure, healthcare, insurance and new styles of retirement living) may experience increased demand thereby increasing the share price of entities exposed to those industries?

Adelaide Managed Funds is offering Units in two Australian registered managed investment schemes which are designed to take advantage of the demand these demographic changes may generate.

  • Performer Lifestyle 200 Fund
  • Performer Lifestyle 135 Fund

Benefits of Investing:

  • Equity Basket selected to take advantage of demographic changes
  • Annual distribution determined by performance of the Equity Basket
  • Varying levels of capital protection on the Maturity Date, subject to limitations^
  • Leveraged exposure to the Equity Basket
  • Flexibility to choose a risk/reward profile
  • Borrow up to 100% of your investment amount

InvestSMART will rebate 100% of the 2% upfront commission via cheque after the offer closes.

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



more Coral Resources Limited – IPO expected to close 5 December 2007

Coral Resources Limited is an Australian incorporated renewable energy company that plans to establish itself in the solar energy business. Firstly in Europe, where there are currently unmatched financial incentives, and subsequently in other parts of the world as specific opportunities become available.

The Company has a 92% owned subsidiary based in Austria. This company, Envitec Solar GmbH, has acquired the technical know-how and management expertise to establish a manufacturing plant for photovoltaic modules and to successfully market the resulting product.

The global PV market has grown remarkably in the last five years with an average annual growth rate of 35%. While the largest producer is currently Japan, Europe plans to assume this role within the next 20 years. Accordingly, incentives have been established that make it extraordinarily attractive to establish the sort of business there, as Coral is planning. These incentives relate to both government assistance in establishing the plant, as well as to encourage consumer take-up of the technology.

Applications and cheques will be accepted on a first-come-first-served basis and must be sent to:

InvestSMART Financial Services
Suite 2, Level 2, 37-39 The Corso
Manly NSW 2095.

Make your cheque out to “Coral Resources Limited – Share Offer Account”.

Click here for more information and to request a Prospectus.



more Closing this week!

Aurora Infrastructure Buy-Write Income Trust – IPO closing Friday 7 December

Series 12 OM-IP 220 – Offer closing Friday 7 December

Current Investment Opportunities more
Offer Closing Date
AMP Capital Core Infrastructure Fund Open ended
Aurora Infrastructure Buy-Write Income Trust 7th Dec 2007
BT Future Goals Fund Open ended
CFS First Choice Generation Global Sustainability Open ended
Coral Resources Limited 5th Dec 2007
DWS Global Climate Change Fund Open ended
Explorer’s High Yield Income Fund Open ended
InvestSMART Market Leaders Open ended
Performer Lifestyle Funds 11th Dec 2007
Series 12 OM-IP 220 7th Dec 2007
WAM Active Limited 21st Dec 2007

Offer Overview more
Offer DWS Global Climate Change Fund
Minimum Investment $25,000
Disclosure...
There are no entry fees on this product. InvestSMART will receive a 0.5%pa adviser service fee.
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 Performer Lifestyle Funds
Minimum Investment $20,000
Expected Close Date 11th December 2007
Disclosure...
InvestSMART will rebate 100% of the 2% upfront commission via cheque after the offer closes.
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 Coral Resources Limited
Minimum Investment $2,000
Expected Close Date 5th December 2007
Disclosure...
InvestSMART will receive a 5% placement fee.
Offer Documents

Download  Prospectus

Offer Overview more
Offer InvestSMART Market Leaders
Minimum Investment $50,000
Offer Documents

Download  Product Disclosure Statement (PDS)

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

NOTE : All dates are indicative only and are subject to change without notice.


Motoring

America eyes Holden ute and wagon

US media reports that Holden's new Commodore spin-off models will be restyled and rebranded for Pontiac. More

More motoring news






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
CFS FC Inv - CFS Geared Share Not rated
Recent Fund Re-Ratings more
Fund New Rating
Advance Int'l Fixed Interest Multi-Blend Fund
Tyndall - International Bond Fund
ABN AMRO - High Income Global Property Securities

Top Performing Investment Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
Challenger China Share Fund 107.41% Not rated
Macquarie - Small Companies Growth Trust 59.11% Not rated
CFS FC Inv - CFS Global Resources 49.76% Not rated
Top Performing Super Funds more
Fund 12 Month
Return
Morningstar
Rating
S&P
Rating
Macquarie Super/RO Plan - Macquarie Small Compan's 57.71% Not rated
Macquarie Super/RO Plan - Macquarie Geared Growth 54.04% Not rated
CFS ROSCO - Geared Share Option 44.58% 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
Recent Floats
Southern Cross Electrical Engineering Limited SXE 16th Nov 2007 28th Nov 2007 $1.00 $1.62 $1.60
Upcoming Floats
Advanced Surgical Design & Manufacture Limited AMT 16th Nov 2007 30th Nov 2007 $0.60 - -
Top End Uranium Ltd TEU 16th Nov 2007 3rd Dec 2007 $0.20 - -
SeNevens International Limited SVN 23rd Nov 2007 7th Dec 2007 $0.20 - -
Compass Hotel Group Limited CHG 14th Dec 2007 31st Dec 2007 $1.00 - -
Consolidated Tin Mines Limited - 24th Dec 2007 7th Jan 2008 $0.20 - -

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
Aristocrat Leisure Limited (ALL) 3rd Dec 2007 $13.44 $11.04 10 Hold
Sonic Healthcare Limited (SHL) 3rd Dec 2007 $17.54 $16.34 10 Hold
Fairfax Media Limited (FXJ) 3rd Dec 2007 $5.33 $4.73 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
IAG Finance (New Zealand) Limited (IANG) 2007 First Quarter Result 142.53 ¢ 100% 4th Dec 2007 17th Dec 2007
Great Southern Limited (GTP) 2007 Final Year Result 8 ¢ 100% 4th Dec 2007 17th Dec 2007
Westpac First Trust (WBKPA) 2007 Final Year Result 6.575 ¢ 0% 6th Dec 2007 31st Dec 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
Pluton Resources Limited (PLV) Raymond John Schoer 3rd Dec 2007 Acquired 14,050
Riversdale Mining Limited (RIV) Andrew Love 2nd Dec 2007 Acquired 35,080
Fone Zone Group Limited (FZN) David Lawrence McMahon 30th Nov 2007 Acquired 1,500,000

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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^ Refer to sections 5.2 and 5.6 in the PDS

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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