The objective of the fund is to add value across all market conditions. Specifically the Fund seeks to outperform its benchmark which consists of (70% S&P/ASX Midcap 50 Accum Index and of 30% S&P/ASX Small Ordinaries Accum Index) by a minimum of 3% pa over a rolling 3 year period

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
ANZ Diversified Margin Loan	65%	ANZD
ANZ Margin Loan	60%	ANZ
Bank of Queensland Margin Lending	70%	BoQ
Bendigo Bank Margin Lending	70%	Bdgo
BT Margin Lending	70%	BT
Citi Smith Barney Margin Lending	60%	Citi
Colonial Margin Lending	65%	Coln
Macquarie Margin Loan	70%	Macq
NAB Margin Lending	65%	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.