LBW Investment Committee - August 2012 meeting notes

1.      Property Sector – Australian Listed Property Trusts (LPTs) have seen large outperformance over the past 12 months. Discussion was held over the outlook for LPTs and whether a reduction in exposures would be appropriate.

2.      Currency – Discussion held over our medium-term view of the AUD and our position on currency hedging by some of our preferred international share fund managers.

2.      Global Small Company Funds – Discussion over the value of adding global small company exposure to portfolios and the range of such funds available to Australian investors.

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