To provide long-term capital growth and some tax-effective income from a diversified portfolio of Australian companies managed by boutique Australian share managers.

Investment Strategy:

The option’s strategy is to invest in a diversified portfolio of Australian companies. The investments are managed by a number of boutique Australian share managers which should deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
BT Margin Lending	75%	BT
Colonial Margin Lending	75%	Coln
Commonwealth Securities	75%	CSec
Macquarie Margin Loan	75%	Macq
NAB Margin Lending	70%	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.