New Beginnings INVOCARE Annual Report 2011

Total Page:16

File Type:pdf, Size:1020Kb

New Beginnings INVOCARE Annual Report 2011 INVOCARE L INVOCARE W.D. Rose Funerals located at Brighton Victoria, is one of the many heritage locations acquired due to the I M Bledisloe acquisition. The I T ED tranquility of locations like A this one assist families in their N N time of need. U A L R E P O R T 2 011 New beginnings INVOCARE ANNUAL REPORT 2011 www.invocare.com.au INVOCARE L INVOCARE W.D. Rose Funerals located at Brighton Victoria, is one of the many heritage locations acquired due to the I M Bledisloe acquisition. The I T ED tranquility of locations like A this one assist families in their N N time of need. U A L R E P O R T 2 011 New beginnings INVOCARE ANNUAL REPORT 2011 www.invocare.com.au 1. White Lady Funerals, InvoCare is an Australian company Kelvin Grove Queensland. 2. Allambe Memorial Park, Corporate Information that owns and operates funeral homes, Queensland. cemeteries and crematoria across Australia, New Zealand and Singapore. The Company was floated on the ASX in 2003 and owns the key InvoCare Limited Stock Exchange Listing brands Simplicity Funerals and White Lady Funerals, as well as leading Singapore ABN 42 096 437 393 InvoCare Limited is a company limited by shares contemporary brands in Australia, New Zealand and Singapore. 1 that is incorporated and domiciled in Australia. Directors InvoCare places great value in understanding and professionally 3 Ian Ferrier (Chairman) InvoCare Limited’s shares are listed on the servicing the needs of its client families. InvoCare exercises Andrew Smith (Managing Director and Chief Executive Officer) Australian Securities Exchange only. responsibility as an industry leader. It encourages the support of Benjamin Chow (Non-executive Director) ASX code is IVC local communities and also actively works with industry and other Christine Clifton (Non-executive Director) stakeholder groups. Auditors Richard Davis (Non-executive Director) PricewaterhouseCoopers Our mission to shareholders is to improve investor value. Richard Fisher (Non-executive Director) Darling Park Tower 2 The development of our people, brands and facilities is the key to Aliza Knox (Non-executive Director) 201 Sussex Street achieving this objective. InvoCare’s business model operates with Roger Penman (Non-executive Director) Sydney NSW 1171 multi-branded “front-end” businesses, supported by “back office” 2 Company Secretary shared service functions including marketing, prepaid administration, Solicitors Phillip Friery human resources, information technology, finance, property Addisons Lawyers and facilities. Annual General Meeting Level 12 The Annual General Meeting of InvoCare Limited will 60 Carrington Street Cemeteries and be held at the offices of PricewaterhouseCoopers, Sydney NSW 2000 Key Funeral Brands Crematoria 201 Sussex Street, Sydney on 11 May 2012 Anthony Harper Lawyers Registered Office Level 15, Chorus House Level 4, 153 Walker Street 66 Wyndham Street North Sydney NSW 2060 Auckland New Zealand Western Queensland 42 Telephone: 02 9978 5200 Bankers Australia Facsimile: 02 9978 5299 Australia and New Zealand Lung Po Shan 5 Website: ww w.invocare.com.au Chinese Memorial Garden Banking Group Limited we listen, we care, we serve 19 Share Registry 20 Martin Place Link Market Services Limited Sydney NSW 2000 White Lady Funerals is a Flexible and less traditional, Singapore Casket Company InvoCare operates 14 cemeteries Level 12, 680 George Street ANZ National Bank Limited dedicated team of women Simplicity Funerals offers has been offering caring and and crematoria in Australia. The Sydney NSW 2000 offering a unique service for practical, dignified, respectful professional services to client multicultural nature of Australia is Level 27, ANZ Centre Toll free: 1300 854 911 23 – 29 Albert Street our client families. The life of and affordable funeral services. families, of all denominations, recognised with burial, cremation Facsimile: 02 9287 0303 the loved one is honoured with Steadily expanding, there are since 1920. Its current facilities and memorial options, including Auckland New Zealand special nurturing, sensitivity, 47 Simplicity Funeral locations include nine refurbished air- Asian sections designed by Feng Bank of New Zealand Limited warmth and care, with a throughout Australia and one conditioned parlours offering Shui advisers, and the availability 82 Level 6 woman’s understanding. There in Singapore. a bright, clean and tranquil of architecturally designed crypts, 80 Queen Street South Australia 14 New South Wales are 44 White Lady locations environment for the comfort vaults and family mausoleums 9 and Australian Auckland New Zealand throughout Australia. of families. preferred by many European communities. Capital Territory Commonwealth Bank of Australia 201 Sussex Street Victoria Contemporary and Heritage Funerals 42 Sydney NSW 2000 National Australia Bank Limited 255 George Street 1 Tasmania 22 Sydney NSW 2000 New Zealand We’ll know what to do. InvoCare’s over 60 With one major brand in each The acquisition of Bledisloe A full list of brands and locations InvoCare continues to expand and grow its contemporary-style brands Australian state and a number of resulted in many exceptionally is set out on pages 102-103. Printing Specifications of funeral homes maintain the smaller heritage brands serving long-lived brands being network of locations across Australia, New Zealand Pages 1 – 28 are printed on Impress Silk. service approach respected by local communities, there are welcomed to the Group, along Impress is FSC Mix Certified, which ensures that all virgin pulp is derived from families over many generations. 145 InvoCare contemporary- with the teams that service and Singapore. The geographic spread outlines well managed forests and controlled sources. It is manufactured by an ISO 14001 certified mill. The service is personal style and heritage funeral their communities. Joseph and professional, gently homes in Australia and Allison Funerals (established in the commitment we have in providing outstanding Pages 29 – 108 are printed on ENVI Uncoated. ENVI – Australia’s Carbon Neutral Paper. ENVI Coated is made from elemental guiding families through the New Zealand. 1853) and John Rhind Funeral care and services to all the communities we serve. chlorine free pulp derived from sustainably managed forests and non-controversial arrangement process. Directors (established in 1881) sources. It is certified carbon neutral and Australian Paper is ISO 14001 certified are but two examples. Funeral locations Memorial Parks which utilises energy resources. Designed and produced by Precinct 1. White Lady Funerals, InvoCare is an Australian company Kelvin Grove Queensland. 2. Allambe Memorial Park, Corporate Information that owns and operates funeral homes, Queensland. cemeteries and crematoria across Australia, New Zealand and Singapore. The Company was floated on the ASX in 2003 and owns the key InvoCare Limited Stock Exchange Listing brands Simplicity Funerals and White Lady Funerals, as well as leading Singapore ABN 42 096 437 393 InvoCare Limited is a company limited by shares contemporary brands in Australia, New Zealand and Singapore. 1 that is incorporated and domiciled in Australia. Directors InvoCare places great value in understanding and professionally 3 Ian Ferrier (Chairman) InvoCare Limited’s shares are listed on the servicing the needs of its client families. InvoCare exercises Andrew Smith (Managing Director and Chief Executive Officer) Australian Securities Exchange only. responsibility as an industry leader. It encourages the support of Benjamin Chow (Non-executive Director) ASX code is IVC local communities and also actively works with industry and other Christine Clifton (Non-executive Director) stakeholder groups. Auditors Richard Davis (Non-executive Director) PricewaterhouseCoopers Our mission to shareholders is to improve investor value. Richard Fisher (Non-executive Director) Darling Park Tower 2 The development of our people, brands and facilities is the key to Aliza Knox (Non-executive Director) 201 Sussex Street achieving this objective. InvoCare’s business model operates with Roger Penman (Non-executive Director) Sydney NSW 1171 multi-branded “front-end” businesses, supported by “back office” 2 Company Secretary shared service functions including marketing, prepaid administration, Solicitors Phillip Friery human resources, information technology, finance, property Addisons Lawyers and facilities. Annual General Meeting Level 12 The Annual General Meeting of InvoCare Limited will 60 Carrington Street Cemeteries and be held at the offices of PricewaterhouseCoopers, Sydney NSW 2000 Key Funeral Brands Crematoria 201 Sussex Street, Sydney on 11 May 2012 Anthony Harper Lawyers Registered Office Level 15, Chorus House Level 4, 153 Walker Street 66 Wyndham Street North Sydney NSW 2060 Auckland New Zealand Western Queensland 42 Telephone: 02 9978 5200 Bankers Australia Facsimile: 02 9978 5299 Australia and New Zealand Lung Po Shan 5 Website: ww w.invocare.com.au Chinese Memorial Garden Banking Group Limited we listen, we care, we serve 19 Share Registry 20 Martin Place Link Market Services Limited Sydney NSW 2000 White Lady Funerals is a Flexible and less traditional, Singapore Casket Company InvoCare operates 14 cemeteries Level 12, 680 George Street ANZ National Bank Limited dedicated team of women Simplicity Funerals offers has been offering caring and and crematoria in Australia. The Sydney NSW 2000 offering a unique service for practical, dignified, respectful professional services to client
Recommended publications
  • Invocare Limited and Controlled Entities
    InvoCare Limited and Controlled Entities ABN: 42 096 437 393 Interim financial report For the half-year ended 30 June 2019 InvoCare Limited and Controlled Entities Directors’ report Your directors present their report on the consolidated entity consisting of InvoCare Limited and the entities it controlled at the end of, or during, the half-year ended 30 June 2019. Directors The persons who were directors of InvoCare Limited during the entire half-year period and until the date of this report are as below: Bart Vogel (Chairman) Martin Earp (Chief Executive Officer) Richard Davis Robyn Stubbs Keith Skinner Jackie McArthur Megan Quinn Dividends The directors have determined a fully franked interim dividend of 17.5 cents per share (2018: 17.5 cents per share fully franked) which will be paid on 4 October 2019. For the 2019 interim dividend, it is intended that the required shares will be issued at a discount of 2% to the market price. Any shortfall in DRP take-up will not be underwritten. The market price will be calculated as the weighted average market price of trading in shares in the Company during the first ten (10) trading days after (but not including) the DRP Election date, 7 September 2019. Page 2 of 37 InvoCare Limited and Controlled Entities Directors’ report continued Operating and Financial Review 2019 2018 Change Result highlights: Half-Year $'000 $'000 $'000 Operating Sales Revenue (i) 241,493 225,675 15,818 7.0% Other revenue (i) 1,836 977 859 87.9% Operating expenses (i) (180,497) (172,923) (7,574) (4.4%) Operating EBITDA
    [Show full text]
  • Socially Conscious Australian Equity Holdings
    Socially Conscious Australian Equity Holdings As at 30 June 2021 Country of Company domicile Weight COMMONWEALTH BANK OF AUSTRALIA AUSTRALIA 10.56% CSL LTD AUSTRALIA 8.46% AUST AND NZ BANKING GROUP AUSTRALIA 5.68% NATIONAL AUSTRALIA BANK LTD AUSTRALIA 5.32% WESTPAC BANKING CORP AUSTRALIA 5.08% TELSTRA CORP LTD AUSTRALIA 3.31% WOOLWORTHS GROUP LTD AUSTRALIA 2.93% FORTESCUE METALS GROUP LTD AUSTRALIA 2.80% TRANSURBAN GROUP AUSTRALIA 2.55% GOODMAN GROUP AUSTRALIA 2.34% WESFARMERS LTD AUSTRALIA 2.29% BRAMBLES LTD AUSTRALIA 1.85% COLES GROUP LTD AUSTRALIA 1.80% SUNCORP GROUP LTD AUSTRALIA 1.62% MACQUARIE GROUP LTD AUSTRALIA 1.54% JAMES HARDIE INDUSTRIES IRELAND 1.51% NEWCREST MINING LTD AUSTRALIA 1.45% SONIC HEALTHCARE LTD AUSTRALIA 1.44% MIRVAC GROUP AUSTRALIA 1.43% MAGELLAN FINANCIAL GROUP LTD AUSTRALIA 1.13% STOCKLAND AUSTRALIA 1.11% DEXUS AUSTRALIA 1.11% COMPUTERSHARE LTD AUSTRALIA 1.09% AMCOR PLC AUSTRALIA 1.02% ILUKA RESOURCES LTD AUSTRALIA 1.01% XERO LTD NEW ZEALAND 0.97% WISETECH GLOBAL LTD AUSTRALIA 0.92% SEEK LTD AUSTRALIA 0.88% SYDNEY AIRPORT AUSTRALIA 0.83% NINE ENTERTAINMENT CO HOLDINGS LIMITED AUSTRALIA 0.82% EAGERS AUTOMOTIVE LTD AUSTRALIA 0.82% RELIANCE WORLDWIDE CORP LTD UNITED STATES 0.80% SANDFIRE RESOURCES LTD AUSTRALIA 0.79% AFTERPAY LTD AUSTRALIA 0.79% CHARTER HALL GROUP AUSTRALIA 0.79% SCENTRE GROUP AUSTRALIA 0.79% ORORA LTD AUSTRALIA 0.75% ANSELL LTD AUSTRALIA 0.75% OZ MINERALS LTD AUSTRALIA 0.74% IGO LTD AUSTRALIA 0.71% GPT GROUP AUSTRALIA 0.69% Issued by Aware Super Pty Ltd (ABN 11 118 202 672, AFSL 293340) the trustee of Aware Super (ABN 53 226 460 365).
    [Show full text]
  • Stoxx® Pacific Total Market Index
    STOXX® PACIFIC TOTAL MARKET INDEX Components1 Company Supersector Country Weight (%) CSL Ltd. Health Care AU 7.79 Commonwealth Bank of Australia Banks AU 7.24 BHP GROUP LTD. Basic Resources AU 6.14 Westpac Banking Corp. Banks AU 3.91 National Australia Bank Ltd. Banks AU 3.28 Australia & New Zealand Bankin Banks AU 3.17 Wesfarmers Ltd. Retail AU 2.91 WOOLWORTHS GROUP Retail AU 2.75 Macquarie Group Ltd. Financial Services AU 2.57 Transurban Group Industrial Goods & Services AU 2.47 Telstra Corp. Ltd. Telecommunications AU 2.26 Rio Tinto Ltd. Basic Resources AU 2.13 Goodman Group Real Estate AU 1.51 Fortescue Metals Group Ltd. Basic Resources AU 1.39 Newcrest Mining Ltd. Basic Resources AU 1.37 Woodside Petroleum Ltd. Oil & Gas AU 1.23 Coles Group Retail AU 1.19 Aristocrat Leisure Ltd. Travel & Leisure AU 1.02 Brambles Ltd. Industrial Goods & Services AU 1.01 ASX Ltd. Financial Services AU 0.99 FISHER & PAYKEL HLTHCR. Health Care NZ 0.92 AMCOR Industrial Goods & Services AU 0.91 A2 MILK Food & Beverage NZ 0.84 Insurance Australia Group Ltd. Insurance AU 0.82 Sonic Healthcare Ltd. Health Care AU 0.82 SYDNEY AIRPORT Industrial Goods & Services AU 0.81 AFTERPAY Financial Services AU 0.78 SUNCORP GROUP LTD. Insurance AU 0.71 QBE Insurance Group Ltd. Insurance AU 0.70 SCENTRE GROUP Real Estate AU 0.69 AUSTRALIAN PIPELINE Oil & Gas AU 0.68 Cochlear Ltd. Health Care AU 0.67 AGL Energy Ltd. Utilities AU 0.66 DEXUS Real Estate AU 0.66 Origin Energy Ltd.
    [Show full text]
  • ESG Reporting by the ASX200
    Australian Council of Superannuation Investors ESG Reporting by the ASX200 August 2019 ABOUT ACSI Established in 2001, the Australian Council of Superannuation Investors (ACSI) provides a strong, collective voice on environmental, social and governance (ESG) issues on behalf of our members. Our members include 38 Australian and international We undertake a year-round program of research, asset owners and institutional investors. Collectively, they engagement, advocacy and voting advice. These activities manage over $2.2 trillion in assets and own on average 10 provide a solid basis for our members to exercise their per cent of every ASX200 company. ownership rights. Our members believe that ESG risks and opportunities have We also offer additional consulting services a material impact on investment outcomes. As fiduciary including: ESG and related policy development; analysis investors, they have a responsibility to act to enhance the of service providers, fund managers and ESG data; and long-term value of the savings entrusted to them. disclosure advice. Through ACSI, our members collaborate to achieve genuine, measurable and permanent improvements in the ESG practices and performance of the companies they invest in. 6 INTERNATIONAL MEMBERS 32 AUSTRALIAN MEMBERS MANAGING $2.2 TRILLION IN ASSETS 2 ESG REPORTING BY THE ASX200: AUGUST 2019 FOREWORD We are currently operating in a low-trust environment Yet, safety data is material to our members. In 2018, 22 – for organisations generally but especially businesses. people from 13 ASX200 companies died in their workplaces. Transparency and accountability are crucial to rebuilding A majority of these involved contractors, suggesting that this trust deficit. workplace health and safety standards are not uniformly applied.
    [Show full text]
  • Business Leadership: the Catalyst for Accelerating Change
    BUSINESS LEADERSHIP: THE CATALYST FOR ACCELERATING CHANGE Follow us on twitter @30pctAustralia OUR OBJECTIVE is to achieve 30% of ASX 200 seats held by women by end 2018. Gender balance on boards does achieve better outcomes. GREATER DIVERSITY ON BOARDS IS VITAL TO THE GOOD GOVERNANCE OF AUSTRALIAN BUSINESSES. FROM THE PERSPECTIVE OF PERFORMANCE AS WELL AS EQUITY THE CASE IS CLEAR. AUSTRALIA HAS MORE THAN ENOUGH CAPABLE WOMEN TO EXCEED THE 30% TARGET. IF YOUR BOARD IS NOT INVESTING IN THE CAPABILITY THAT DIVERSITY BRINGS, IT’S NOW A MARKED DEPARTURE FROM THE WHAT THE INVESTOR AND BROADER COMMUNITY EXPECT. Angus Armour FAICD, Managing Director & Chief Executive Officer, Australian Institute of Company Directors BY BRINGING TOGETHER INFLUENTIAL COMPANY CHAIRS, DIRECTORS, INVESTORS, HEAD HUNTERS AND CEOs, WE WANT TO DRIVE A BUSINESS-LED APPROACH TO INCREASING GENDER BALANCE THAT CHANGES THE WAY “COMPANIES APPROACH DIVERSITY ISSUES. Patricia Cross, Australian Chair 30% Club WHO WE ARE LEADERS LEADING BY EXAMPLE We are a group of chairs, directors and business leaders taking action to increase gender diversity on Australian boards. The Australian chapter launched in May 2015 with a goal of achieving 30% women on ASX 200 boards by the end of 2018. AUSTRALIAN 30% CLUB MEMBERS Andrew Forrest Fortescue Metals Douglas McTaggart Spark Group Ltd Infrastructure Trust Samuel Weiss Altium Ltd Kenneth MacKenzie BHP Billiton Ltd John Mulcahy Mirvac Ltd Stephen Johns Brambles Ltd Mark Johnson G8 Education Ltd John Shine CSL Ltd Paul Brasher Incitec Pivot
    [Show full text]
  • Stoxx® Australia 150 Index
    STOXX® AUSTRALIA 150 INDEX Components1 Company Supersector Country Weight (%) Commonwealth Bank of Australia Banks Australia 8.37 CSL Ltd. Health Care Australia 7.46 BHP GROUP LTD. Basic Resources Australia 7.23 National Australia Bank Ltd. Banks Australia 4.37 Westpac Banking Corp. Banks Australia 4.09 Australia & New Zealand Bankin Banks Australia 3.75 Wesfarmers Ltd. Retail Australia 3.30 WOOLWORTHS GROUP Personal Care, Drug & Grocery Australia 2.87 Macquarie Group Ltd. Financial Services Australia 2.84 Rio Tinto Ltd. Basic Resources Australia 2.48 Fortescue Metals Group Ltd. Basic Resources Australia 2.27 Transurban Group Industrial Goods & Services Australia 2.20 Telstra Corp. Ltd. Telecommunications Australia 2.05 Goodman Group Real Estate Australia 1.77 AFTERPAY Industrial Goods & Services Australia 1.54 Coles Group Personal Care, Drug & Grocery Australia 1.39 Woodside Petroleum Ltd. Energy Australia 1.28 Newcrest Mining Ltd. Basic Resources Australia 1.27 Aristocrat Leisure Ltd. Travel & Leisure Australia 1.11 XERO Technology Australia 1.00 SYDNEY AIRPORT Industrial Goods & Services Australia 0.93 Brambles Ltd. Industrial Goods & Services Australia 0.91 Sonic Healthcare Ltd. Health Care Australia 0.90 ASX Ltd. Financial Services Australia 0.82 SCENTRE GROUP Real Estate Australia 0.80 Cochlear Ltd. Health Care Australia 0.74 QBE Insurance Group Ltd. Insurance Australia 0.73 SUNCORP GROUP LTD. Insurance Australia 0.71 South32 Australia Basic Resources Australia 0.71 Santos Ltd. Energy Australia 0.68 Ramsay Health Care Ltd. Health Care Australia 0.66 Insurance Australia Group Ltd. Insurance Australia 0.65 Mirvac Group Real Estate Australia 0.60 DEXUS Real Estate Australia 0.59 SEEK Ltd.
    [Show full text]
  • Weekly Ratings, Targets, Forecast Changes
    Weekly Ratings, Targets, Forecast Changes Oct 15, 2018 By Rudi Filapek-Vandyck, Editor FNArena Guide: The FNArena database tabulates the views of eight major Australian and international stock brokers: Citi, Credit Suisse, Deutsche Bank, Macquarie, Morgan Stanley, Morgans, Ord Minnett and UBS. For the purpose of broker rating correlation, Outperform and Overweight ratings are grouped as Buy, Neutral is grouped with Hold and Underperform and Underweight are grouped as Sell to provide a Buy/Hold/Sell (B/H/S) ratio. Ratings, consensus target price and forecast earnings tables are published at the bottom of this report. Summary Period: Monday October 8 to Friday October 12, 2018 Total Upgrades: 9 Total Downgrades: 4 Net Ratings Breakdown: Buy 42.33%; Hold 42.20%; Sell 15.47% Amidst severe share market turmoil, stockbroking analysts issued more upgrades than downgrades for ASX listed stocks. No surprise here. By Friday, 12th October 2018, the week's tally stood at nine upgrades versus four downgrades with Amcor receiving two upgrades (both to Buy) and Woodside Petroleum two downgrades (both to Sell). Interestingly, there were no oil & gas companies among the upgrades, which also includes ANZ Bank, but Senex Energy equally received a downgrade to Sell. Increases to target prices remained rather benign with Carsales grabbing the week's pole position (+3.4%), followed by oOh!media, Seek and a2 Milk. On the flipside, InvoCare (-4.5%) suffered the most in a field that saw larger decreases in comparison, followed by Japara Healthcare,FNArena Automotive Holdings, and HT&E. Earnings forecasts changes were considerably more benign on the positive side.
    [Show full text]
  • Stocks List U Ethical Australian Equities Portfolio
    All stocks list U Ethical Australian Equities Portfolio Below is a list of all holdings within the portfolio as at 31 March 2019. Stock holdings The A2 Milk Company G8 Education Reliance Worldwide Amcor Goodman Group ResMed Australia and New Zealand Banking GUD Holdings Seek Group Bingo Industries Invocare Sonic Healthcare Bluescope Steel JB Hi-Fi Suncorp Group Boral Lendlease Group Transurban Group Carsales.com Macquarie Group Telstra Challenger Monash IVF Group Wesfarmers Coles Oil Search Westpac Banking Corporation Commonwealth Bank of Australia QBE Insurance Group Woodside Petroleum CSL Ramsay Health Care Fortescue Metals Group REA Group This document dated 31 March 2019 is issued by UCA Growth Fund Limited (UCA Growth) for the U Ethical Australian Equities Portfolio (the Portfolio). U Ethical (a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147) is the Manager and Administrator of the Portfolio. The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any fund of which U Ethical is the Manager, Administrator, Issuer, Trustee or Responsible Entity. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Product Disclosure Statement (PDS) or Offer Document which can be found on our website www.uethical.com or by calling us on 1800 996 888.
    [Show full text]
  • STOXX Pacific 100 Last Updated: 01.08.2017
    STOXX Pacific 100 Last Updated: 01.08.2017 Rank Rank (PREVIOU ISIN Sedol RIC Int.Key Company Name Country Currency Component FF Mcap (BEUR) (FINAL) S) AU000000CBA7 6215035 CBA.AX 621503 Commonwealth Bank of Australia AU AUD Y 98.1 1 1 AU000000WBC1 6076146 WBC.AX 607614 Westpac Banking Corp. AU AUD Y 72.3 2 2 AU000000ANZ3 6065586 ANZ.AX 606558 Australia & New Zealand Bankin AU AUD Y 58.9 3 3 AU000000BHP4 6144690 BHP.AX 614469 BHP Billiton Ltd. AU AUD Y 56.2 4 5 AU000000NAB4 6624608 NAB.AX 662460 National Australia Bank Ltd. AU AUD Y 54.3 5 4 AU000000CSL8 6185495 CSL.AX 618549 CSL Ltd. AU AUD Y 38.8 6 6 AU000000TLS2 6087289 TLS.AX 608545 Telstra Corp. Ltd. AU AUD Y 33.0 7 7 AU000000WES1 6948836 WES.AX 694883 Wesfarmers Ltd. AU AUD Y 31.3 8 8 AU000000WOW2 6981239 WOW.AX 698123 Woolworths Ltd. AU AUD Y 23.4 9 9 AU000000RIO1 6220103 RIO.AX 622010 Rio Tinto Ltd. AU AUD Y 18.9 10 11 AU000000MQG1 B28YTC2 MQG.AX 655135 Macquarie Group Ltd. AU AUD Y 18.6 11 10 AU000000TCL6 6200882 TCL.AX 689933 Transurban Group AU AUD Y 15.9 12 12 AU000000SCG8 BLZH0Z7 SCG.AX AU01Z4 SCENTRE GROUP AU AUD Y 14.9 13 14 AU000000WPL2 6979728 WPL.AX 697972 Woodside Petroleum Ltd. AU AUD Y 14.4 14 13 AU000000SUN6 6585084 SUN.AX 658508 SUNCORP GROUP LTD. AU AUD Y 12.5 15 15 AU000000AMC4 6066608 AMC.AX 606660 Amcor Ltd. AU AUD Y 12.0 16 16 AU000000QBE9 6715740 QBE.AX 671574 QBE Insurance Group Ltd.
    [Show full text]
  • Morningstar Equity Research Coverage
    December 2019 Equity Research Coverage Morningstar covers more than 200 companies in We use the following guidelines to Contact Details Australia and New Zealand as part of our global determine our Australian equity coverage: Australia stock coverage of about 1,500 companies. We are × Nearly all companies in the S&P/ASX 100 Index. Helpdesk: +61 2 9276 4446 Email: [email protected] one of the largest research teams globally with × Companies in the S&P/ASX 200 Index which more than 100 analysts, associates, and have an economic moat and/or have cash flow New Zealand strategists, including 17 in Australia. Local analysts which is at least mildly predictable. Helpdesk: +64 9 915 6770 regularly glean insights from our global sector teams × In total, Morningstar will cover about 80% of Email: [email protected] in China, Europe, and the United States, enriching S&P/ASX 200 companies (which typically the process and enhancing outcomes for investors. equates to about 95% of S&P/ASX 200 by Our research philosophy focuses on bottom-up market capitalisation). Companies we choose analysis, developing differentiated and deep not to cover in this index are usually unattractive opinions on competitive forces, growth prospects, for most portfolios, in our opinion. and valuations for every company we cover. We × About 30 ex-S&P/ASX 200 stocks are selected publish on each company under coverage at least on Morningstar’s judgement of each security's quarterly, and as events demand, to ensure investment merit − which includes a very investment ideas are always relevant. strong lean towards high-quality companies We are an independent research house, and with sustainable competitive advantages, or therefore determine our coverage universe based economic moats.
    [Show full text]
  • Australian Listed Equities: Weekly Share Market Wrap
    Australian Listed Equities: Weekly Share Market Wrap Total Shareholder Returns as at 19 May 2017 Price 1 week 1 month 6 months 1 year 2 years 3 years 5 years 10 years 10 years Ticker Stock Name $ % % % % % p.a. % p.a. % p.a. % p.a. ranking A2M The A2 Milk Company 3.27 0.31 9.36 62.69 125.52 158.33 - - - - ABC Adelaide Brighton 5.61 -2.94 0.54 10.95 8.19 16.12 18.37 17.52 7.59 37 ABP Abacus Property Group 3.42 0.89 0.29 27.08 11.22 14.30 17.39 17.37 -4.79 111 AFI Australian Foundation 5.80 -1.53 0.52 2.97 7.09 0.40 3.45 10.62 3.45 67 AGL AGL Energy Limited 26.57 -2.06 -3.14 34.43 48.18 37.31 23.60 16.71 8.17 34 AIA Auckland Internation 6.37 -0.62 0.00 8.07 9.13 24.60 22.20 28.64 11.99 20 AIZ Air New Zealand 2.66 2.70 13.68 46.06 51.17 11.77 23.93 40.03 5.16 53 ALL Aristocrat Leisure 20.20 2.28 6.32 38.91 64.79 63.22 61.32 48.77 3.74 63 ALQ ALS Limited 5.81 -8.36 -7.78 -6.46 40.74 4.10 -3.39 -7.38 6.12 49 AMC Amcor Limited 15.00 -1.77 -1.32 6.91 -4.77 7.76 16.88 20.78 11.42 23 AMP AMP Limited 5.08 -3.61 -2.31 10.36 -2.37 -5.31 4.30 10.46 -2.30 103 ANN Ansell Limited 24.18 -0.45 4.13 10.86 33.44 -0.94 12.31 12.86 8.78 33 ANZ ANZ Banking Grp Ltd 28.50 -2.46 -5.97 4.72 20.84 -0.23 1.01 12.12 3.80 62 AOG Aveo Group 3.30 0.00 5.43 6.11 2.11 12.92 19.57 8.48 -13.15 122 APA APA Group 9.35 -0.85 3.09 27.40 8.91 7.53 17.29 18.72 12.16 18 APE AP Eagers Limited 7.95 1.92 -8.20 -11.20 -19.96 -3.78 18.44 25.11 14.35 13 ARG Argo Investments 7.61 -1.42 0.13 6.16 9.93 1.56 5.27 12.21 2.40 76 AST AusNet Services Ltd 1.75 0.86 4.48 21.63 14.27 14.32 13.81
    [Show full text]
  • Australia & New Zealand Report 2018
    DISCLOSURE INSIGHT ACTION Australia & New Zealand Report 2018 On behalf of over 650 investors with US$87 trillion in assets. CDP Report 2018 | Published February 2019 Contents 3 CEO foreword 14 Appendix I List of disclosing companies in Australia & 4 Disclosure in 2018 New Zealand 5 Climate Change: Australia & New 18 Appendix II Zealand insights Responding companies in Australia & New Zealand – supply chain program 9 Water Security: Driving water stewardship 19 Appendix III Non-responding companies in Australia & 10 Forests: Building sustainable New Zealand supply chains 12 CDP Australia & New Zealand Awards 2018 13 Investor Signatories & Members in Australia & New Zealand Important Notice The contents of this report may be used by anyone providing acknowledgement is given to CDP. This does not represent a license to repackage or resell any of the data reported to CDP or the contributing authors and presented in this report. If you intend to repackage or resell any of the contents of this report, you need to obtain express permission from CDP before doing so. CDP has prepared the data and analysis in this report based on responses to the CDP 2018 information request. No representation or warranty (express or implied) is given by CDP as to the accuracy or completeness of the information and opinions contained in this report. You should not act upon the information contained in this publication without obtaining specific professional advice. To the extent permitted by law, CDP does not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this report or for any decision based on it.
    [Show full text]