List of Investments

List of Top 20 Investments

Investments included in the Mirrabooka portfolio are selected for their profitability and long-term growth prospects.

A list of Mirrabooka's 20 largest holdings as at 31 December 2011 is set out in the following table.

 

Valued at closing prices at 31 December 2011 Total Value
$'000
1 HDF Hastings Diversified Utilities Fund 15,901
2 CPB Campbell Brothers 13,719
3 TOX Tox Free Solutions 9,981
4 AIX Australian Infrastructure Fund 9,794
5 OSH * Oil Search 9,374
6 FWD Fleetwood Corporation 8,639
7 ANN Ansell 7,634
8 JHX James Hardie Industries 7,604
9 IVC InvoCare 7,505
10 IRE IRESS Market Technology 7,415
11 BKN Bradken 7,337
12 CCL Coca-Cola Amatil 6,781
13 AUB Austbrokers Holdings 6,060
14 SXY Senex Energy 5,978
15 ILU Iluka Resources 5,813
16 REA REA Group 4,913
17 AWC Alumina 4,791
18 MRM Mermaid Marine Australia 4,562
19 REH Ramsay Health Care 4,531
20 WLL Wellcom Group 4,482

Total

 152,812

As % of Total Portfolio Value
Excludes cash and bank bills

 66.8%
* Indicates that options were outstanding against part or all of the holding