The portfolio ideally will consist of around 100 to 200 stocks that the investment manager believes to be undervalued by the market. Where undervlaued stocks cannot be found they may invest in cash. The invesment manager may also short sell shares that are considered to be overvalued. Typically the portfolio will have 50% or more net exposure to stocks.

Margin Lenders:

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