The objective of the fund is to add value across all market conditions. Specifically the Fund seeks to outperform its benchmark the S&P/ASX 300 Accumulation index by a minimum of 3% over rolling three year periods by investing primarily in listed Australian shares.

Investment Strategy:

We classify our investment style as “style neutral”; wherein at certain stages of the cycle the portfolio may have a value or growth tilt as markets provide opportunities for particular types of stocks to enjoy earnings growth.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
Bendigo Bank Margin Lending	75%	Bdgo
BT Margin Lending	75%	BT
Citi Smith Barney Margin Lending	75%	Citi
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	75%	Macq
NAB Margin Lending	70%	NAB
St. George Margin Lending	75%	StG
Suncorp Margin Lending	75%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.