The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.

Investment Strategy:

The Fund is actively managed and invests in companies outside the top 100 listed on the Australian Stock Exchange and their equivalent on the New Zealand Stock Exchange that we believe are trading below their assessed valuation, and which we expect to grow their profits quickly.

Margin Lenders:

Margin Lender	LVR	Website
ANZ Diversified Margin Loan	70%	ANZD
ANZ Margin Loan	70%	ANZ
Bank of Queensland Margin Lending	70%	BoQ
BT Margin Lending	65%	BT
Citi Smith Barney Margin Lending	60%	Citi
Colonial Margin Lending	75%	Coln
Equity Margins (Merrill Lynch)	50%	EM
Macquarie Margin Loan	70%	Macq
NAB Margin Lending	60%	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.