To invest in Australian-listed shares and provide tax-effective quarterly income and long-term capital growth that outperforms the S&P/ASX 200 Accumulation Index over rolling four-year periods.

Investment Strategy:

Using a single expert investment manager, the option invests in a wide range of shares and other securities, chosen for their perceived ‘fundamental value’. The strategy favours shares providing imputation credits and cash plays an important part in managing the volatility of investment returns.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
BT Margin Lending	75%	BT
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.