The option’s strategy is to invest in high quality money market securities, with short maturities, to achieve a very stable income stream. This is done by assessing the earnings that each investment will generate, rather than attempting to forecast the short-term direction of the interest rate cycle. The option does not purchase securities that give rise to material currency risk and therefore no currency hedging is undertaken.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	80%	BoQ
BT Margin Lending	95%	BT
Colonial Margin Lending	90%	Coln
Commonwealth Securities	90%	CSec
Equity Margins (Merrill Lynch)	90%	EM
Macquarie Margin Loan	80%	Macq
NAB Margin Lending	80%	NAB
St. George Margin Lending	90%	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.