Funds Focus Newsletter January 2013
Wealth Focus

AGL Energy Subordinated Notes (AGKHA) – Analysis

5th March 2012 – Please note the initial review below was for a rate at 3.40%-3.60% over the 90 day BBSW. This has since been increased to and indicative rate of 3.80%-4.00% over the 90 day BBSW and we now feel this offer is relatively attractive to investors.

Due to timescales, we have maintained the initial analysis below and provided an update at the end of this review.

Analysis from 1st March 2012

AGL Energy has just announced the launch of a new income offer: AGL Energy

Hybrid, Fixed Income, IPO, Allocation, Broker Firm Allocation, Hybrid IPO, review
Wealth Focus

February 2012 New Issues – Analysis

This last week has seen the launch of four new income offers: ANZ Subordinated Notes, Colonial Group Subordinated Notes, Tabcorp Subordinated Notes and Westpac Convertible Preference Shares (CPS). We have produced this overview in an attempt to provide some clarity for investors in making a comparison of the offers available.

 The current focus on income
The recent flood of fixed income issues is a result of the ongoing market volatility and the increased cost of overseas funding. Falling

Hybrid, Fixed Income, Westpac, IPO, Fixed Income Hybrids, Colonial Group, ANZ

Kina Petroleum IPO Allocation

IPO – Kina Petroleum (ASX:KPL)

Kina Petroleum
– Broker Firm Allocation
An opportunity to invest in an Oil & Gas Exploration IPO just before the results of their first well

Wealth Focus has secured access to an allocation to the Kina Petroleum IPO. Investors looking to apply for a firm allocation will need to contact us on 1300 55 98 69 by close of business, Wednesday 30th November.

Kina Petroleum
We don’t often market smaller unknown IPOs to investors but our relationship

IPO, Allocation, kina, Kina Petroleum