To provide an income-based return in excess of that available from cash over the medium term by investing in a diversified portfolio of higher yielding Australian and international fixed interest investments.

Investment Strategy:

The option’s strategy is to earn an income return from predominantly investing in global corporate debt, controlling risk through careful selection and monitoring combined with broad diversification. The increased credit risk of corporate debt means that these investments have the potential to deliver higher returns over the medium term compared to cash. The option uses derivatives to manage interest rate sensitivity, credit risk and to hedge currency risk

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
Bendigo Bank Margin Lending	50%	Bdgo
BT Margin Lending	75%	BT
Citi Smith Barney Margin Lending	55%	Citi
Macquarie Margin Loan	70%	Macq
St. George Margin Lending	75%	StG

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.