TI Technology Investment Fund


The TI Technology Investment Fund Half Yearly report to December 2007 has been published.

Latest Fund unit prices, distribution and year-end pricing information is available on the
Funds page.

Profile

The TI Technology Investment Fund seeks to provide investors with an opportunity to access the long term growth potential of the global knowledge industries of health care, information technology and telecommunications. Australian sharemarket investors have a relatively low exposure to these key sectors when compared with investors in global sharemarkets and thus the Fund seeks to "plug Australian investors' technology gap". The Fund invests in global companies that the investment manager sees having good prospects and on occasions, partially offsets these investments by short selling companies with poor prospects.

The latest information on the Fund is contained in the
TI Technology Investment Fund Monthly Letter.

How to Invest

You should read the TI Technology Investment Fund Product Disclosure Statement before investing and apply on the enclosed Application Form. Applications by cheque should be sent to Computershare Funds Services Pty Limited GPO Box 804 Melbourne VIC 3001. Application Forms related to Electronic Funds Transfers (please refer to the Application Form for details) should be faxed to (03) 9473 2140.

Performance

The following table summarises the total return of the TI Technology Investment Fund since inception (30 September 1999) and the return of the fund's benchmark (NASDAQ Composite in Australian dollars terms). Returns are shown after deducting fees.

Periods to 31 July 2008
1 Month 3 Months 2008 YTD 12 Months 3 Years Inception to Date
TI Technology Investment Fund +2.68% -5.43% -9.20% -10.09% -4.40% p.a. -4.30% p.a.
NASDAQ Composite (in $A terms) +3.08% -3.43% -18.34% -16.70% -4.93% p.a. -5.85% p.a.
Notes:
1. Historical total returns include realised and unrealised gains and losses and income. They are time-weighted rates of return that account for all external cash flows.
2. For periods exceeding one year returns of the Fund and the benchmark are annualised.


Unit Price History

Prior to 1 August 2005, the TI Technology Investment Fund was listed on the Australian Stock Exchange. The last day of trading was 22 July 2005. The closing market prices for the Fund over the final months of listing are shown below.

31 May 2005 $0.385
30 Jun 2005 $0.465
22 July 2005 $0.520

From 29 July 2005, the Fund has been managed as a retail managed fund under a registered Product Disclosure Statement. Applications and redemptions for units in the Fund are transacted at buy and sell prices related to the Fund's Net Tangible Assets per unit. The monthly history of unit prices from 29 July 2005 is shown below:

Date Application Price Net Asset Value Redemption Price Distribution
31 Jul 2008 $0.4801 $0.4786 $0.4772
30 Jun 2008 $0.4675 $0.4661 $0.4647
31 May 2008 $0.5051 $0.5036 $0.5021
30 Apr 2008 $0.5076 $0.5061 $0.5046
31 Mar 2008 $0.5058 $0.5043 $0.5028
29 Feb 2008 $0.4838 $0.4824 $0.4809
31 Jan 2008 $0.5018 $0.5003 $0.4988
31 Dec 2007 $0.5287 $0.5271 $0.5255
30 Nov 2007 $0.5283 $0.5267 $0.5252
31 Oct 2007 $0.5252 $0.5236 $0.5221
30 Sep 2007 $0.5412 $0.5395 $0.5379
31 Aug 2007 $0.5690 $0.5673 $0.5656
31 Jul 2007 $0.5339 $0.5323 $0.5307
30 Jun 2007 $0.5564 $0.5548 $0.5531
31 May 2007 $0.5728 $0.5711 $0.5693
30 Apr 2007 $0.5623 $0.5606 $0.5589
31 Mar 2007 $0.5600 $0.5583 $0.5567
28 Feb 2007 $0.5763 $0.5746 $0.5728
31 Jan 2007 $0.5939 $0.5922 $0.5904
31 Dec 2006 $0.5823 $0.5840 $0.5805
30 Nov 2006 $0.5886 $0.5869 $0.5851
31 Oct 2006 $0.5714 $0.5697 $0.5680
30 Sep 2006 $0.5591 $0.5574 $0.5558
31 Aug 2006 $0.5359 $0.5343 $0.5327
31 Jul 2006 $0.5232 $0.5217 $0.5201
30 Jun 2006 $0.5455 $0.5472 $0.5439
31 May 2006 $0.5571 $0.5555 $0.5538
30 Apr 2006 $0.5726 $0.5709 $0.5692
31 Mar 2006 $0.6113 $0.6094 $0.6076
28 Feb 2006 $0.5771 $0.5753 $0.5736
31 Jan 2006 $0.5561 $0.5545 $0.5528
31 Dec 2005 $0.5402 $0.5386 $0.5370
30 Nov 2005 $0.5461 $0.5444 $0.5428
31 Oct 2005 $0.5292 $0.5276 $0.5261
30 Sep 2005 $0.5335 $0.5319 $0.5303
31 Aug 2005 $0.5438 $0.5421 $0.5405
29 Jul 2005 $0.5493 $0.5477 $0.5461


Portfolio Holdings

Portfolio holdings can be seen by clicking on this link. These are published with a lag of at least one quarter and do not include short sales.

Reports Archive

Jun 2008 TIF Monthly Letter

May 2008 TIF Monthly Letter

Apr 2008 TIF Monthly Letter


Mar 2008 TIF Monthly Letter

Feb 2008 TIF Monthly Letter


Dec 2007 TIF Half Yearly Report (0.5MB)

Jan 2008 TIF Monthly Letter

Dec 2007 TIF Monthly Letter


Nov 2007 TIF Monthly Letter

Oct 2007 TIF Monthly Letter

Sep 2007 TIF Monthly Letter

2007 TIF Statutory Accounts (1MB)

Aug 2007 TIF Monthly Letter

Jul 2007 TIF Monthly Letter


Jun 2007 TIF Monthly Letter


May 2007 TIF Monthly Letter

Apr 2007 TIF Monthly Letter

Mar 2007 TIF Monthly Letter

Dec 2006 TIF Half Yearly Report (1.7MB)


Feb 2007 TIF Monthly Letter

Jan 2007 TIF Monthly Letter

Dec 2006 TIF Monthly Letter

Nov 2006 TIF Monthly Letter

2006 TIF Statutory Accounts (4MB)

Oct 2006 TIF Monthly Letter

Sep 2006 TIF Monthly Letter

Aug 2006 TIF Monthly Letter

Jul 2006 TIF Monthly Letter

Jun 2006 TIF Monthly Letter


May 2006 TIF Monthly Letter

Apr 2006 TIF Monthly Letter

Mar 2006 TIF Monthly Letter

Feb 2006 TIF Monthly Letter

Jan 2006 TIF Monthly Letter

Dec 2005 TIF Half Yearly Report (0.5MB)

2005 TIF Statutory Accounts (1.6MB)