The option’s strategy is to maximise income over the medium term through assessment of the earnings that each investment will generate, rather than through attempts to forecast the short-term direction of the interest rate cycle. Risks are quantified and securities are selected depending on whether they offer value for risk. The option does not generally purchase securities that give rise to currency risk. If any currency risk does occur, the option will hedge the risk.

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
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	75%	Macq
NAB Margin Lending	70%	NAB
St. George Margin Lending	80%	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.