To provide investment returns in excess of the Reserve Bank of Australia (RBA) cash rate by investing in a combination of cash, higher yielding securities and companies listed on global stock exchanges. The option aims to outperform the RBA cash rate with a low degree of volatility and minimal risk of capital loss.

Investment Strategy:

The option aims to invest the majority of its assets in interest bearing securities which may be fully franked and with limited risk of capital loss. When appropriate, interest rate risk will be hedged using derivative instruments. Protected equity positions are taken via a buy (equity) and write (option) strategy. PM Capital may short sell securities that in its opinion are overvalued. Currency exposure is hedged back to the Australian dollar.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
BT Margin Lending	65%	BT
Macquarie Margin Loan	70%	Macq
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.