To provide income-based returns over the medium term by investing in a diversified portfolio of higher yielding Australian fixed interest investments.

Investment Strategy:

The option’s strategy is to earn an income return from investing predominantly in Australian 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 government bonds. 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	60%	BoQ
Citi Smith Barney Margin Lending	70%	Citi
Colonial Margin Lending	75%	Coln
Commonwealth Securities	75%	CSec
Macquarie Margin Loan	60%	Macq

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.