The Fund aims to deliver over 3 years or more, a return higher than the average achieved by the Fund benchmark, by adding value in stock selection. The Fund is characterised as low risk and is managed using an enhanced investment style across the majority of asset classes. The underlying portfolios are passively rebalanced back to the strategic benchmark.

Investment Strategy:

The Fund is an actively managed diversified portfolio (with the exception of international shares which is passively managed)that invests in Australian and international shares, Australian property securities, Australian and international fixed interest and cash. The Fund has a significant weighting towards defensive assets.

Margin Lenders:

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