View top investments and performance

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 29 December 2017 is set out in the following table.

Valued at closing prices at 29 December 2017
Total Value
$'000
1 LIC Lifestyle Communities
18,396
2 QUB*
Qube Holdings
13,526
3
MFT
Mainfreight
11,545
4
AWC* Alumina
10,040
5
CGF*
Challenger
9,963
6
IRE*
IRESS
9,719
7 SEK* Seek
9,413
8 FNP Freedom Foods Group 9,298
9 RMD* ResMed
9,201
10 ILU* Iluka Resources 9,128
11 ALQ* ALS 9,073
12 ARB ARB Corporation
7,867
13 AUB AUB Group 7,849
14 CYB* CYBG
7,776
15 CPU* Computershare
7,711
16 HSO*
Healthscope
7,350
17 REH Reece 7,339
18 IPL* Incitec Pivot 7,323
19 PPT* Perpetual 6,939
20 OCL Objective Corporation 6,930
  186,385

As % of Total Portfolio Value
Excludes cash and bank bills

52.8%
* Indicates that options were outstanding against part or all of the holding