www.investsmart.com.au
Search

Margin Lending - Funds

   Print

The following table lists the managed funds that are approved for margin lending. The amount of leverage available (i.e. gearing ratio) is indicated as a percentage in the column on the far right.

Approved Managed Funds for Margin Lending
Fund Name Morningstar
Rating
More information...		 S&P
Rating
More information...		 Historical Returns* More information... Gearing Ratio
3 Mth 6 Mth 12 Mth
5Di MIS Fund Australian Share Portfolio Class A Not Rated 11.59% -21.58% -5.41% 75%
5Di MIS Fund High Growth Portfolio Class A Not Rated 8.72% -33.92% -10.37% 70%
5Di MIS Fund Income Portfolio Class A Not Available Not Rated 1.25% 5.21% 4.87% 75%
5Di MIS Fund International Share Portfolio Class A Not Rated 12.85% -41.77% -13.72% 70%
Aberdeen Actively Hedged International Equities Fund 0.86% -17.93% -11.2% 70%
Aberdeen Asian Opportunities Fund 21.33% 2.46% 2.41% 55%
Aberdeen Australian Bond Fund 1.1% 3.59% 2.87% 75%
Aberdeen Australian Equities Fund 9.66% -15.31% -1.62% 75%
Aberdeen Australian Fixed Income Fund Not Rated 1.15% 2.83% 4.16% 75%
Aberdeen Australian Shares Fund Not Available Not Rated 1.88% 27.76% 23.59% 75%
Aberdeen Australian Small Companies Fund 15.64% -7.33% -0.65% 60%
Aberdeen Balanced Fixed Income Fund Not Rated 0.13% 10.6% 5.98% 75%
Aberdeen Capital Growth Fund On Hold 6.37% -10.36% -3.3% 70%
Aberdeen Cash Enhanced Fund On Hold 4.18% 5.6% 5.14% 95%
Aberdeen Cash Fund On Hold 0.66% 5.24% 5.98% 95%
Aberdeen Cash Plus Fund Not Rated 2.99% -6.59% 0.35% 95%
Aberdeen China Opportunities Fund 22.91% 3.67% 5.99% 55%
Aberdeen Classic Series Australian Equities Fund On Hold 9.6% -15.15% -2.59% 75%
Aberdeen Classic Series Australian Small Companies Fund 18.61% -25.75% -9.87% 60%
Aberdeen Classic Series International Equities Fund -0.28% -15.09% -10.38% 70%
Aberdeen Emerging Opportunities Fund 21.78% 1.04% 6.82% 40%
Aberdeen Financials Fund 8.16% -3.62% -4.28% 75%
Aberdeen Fully Hedged International Equities Fund 8.85% -32.82% -10.71% 75%
Aberdeen High Grade Bond Fund Not Available Not Rated 7.33% 3.27% 2.27% 70%
Aberdeen Income Fund 1.77% -7.16% 0.16% 75%
Aberdeen Inflation Linked Bond Fund Not Rated -4.11% 0.07% 3.02% 70%
Aberdeen International Equity Fund 6.28% -15.92% -6.51% 70%
Aberdeen International Fixed Income Fund On Hold -0.68% 8.82% 7.26% 70%
Aberdeen Passive - Enhanced Australian Fixed Income Not Rated 1.51% 11.53% 5.66% 75%
Aberdeen Private Inv Actively Hedged International Share Fund 0.63% -18.79% -12.17% 70%
Aberdeen Private Investment Australian Equities Fund On Hold 9.32% -15.81% -3.58% 75%
Aberdeen Private Investment Australian Fixed Income Fund On Hold 1.16% 10.34% 4.35% 75%
Aberdeen Private Investment Australian Small Companies Fund 18.57% -26.85% -10.94% 60%
Aberdeen Private Investment Capital Growth Fund On Hold 6.06% -11.47% -4.53% 70%
Aberdeen Private Investment Cash Fund On Hold 0.44% 4.34% 5.11% 95%
Aberdeen Private Investment High Growth Fund Not Rated 5.1% -15.84% -7.08% 70%
Aberdeen Private Investment International Fixed Income Fud On Hold -0.92% 7.58% 6.01% 70%
Aberdeen Private Investment Sustainable Income Fund On Hold 6.03% -9% -2.52% 75%
Aberdeen Private Investment Universal Equities Fund On Hold 4.74% -16.77% -8.13% 70%
Aberdeen Select Flexible Fully Hedged International Share Not Rated 8.1% -42.45% -13.39% 75%
Aberdeen Select Flexible Unhedged International Share Equity Not Rated 1.24% -19.95% -9.57% 70%
Aberdeen Select Flx Actively Hedged International Share Fund Not Rated 1.89% -17.71% -8.66% 70%
Aberdeen Select Inv Actively Hedged International Share Fund 0.83% -18.14% -11.38% 70%
Aberdeen Select Investment Australian Equities Fund On Hold 9.55% -15.49% -2.87% 75%
Aberdeen Select Investment Australian Small Companies Fund 18.63% -26.15% -10.58% 60%
Aberdeen Select Investment Capital Growth Fund On Hold 6.28% -10.68% -3.54% 70%
Aberdeen Select Investment Sustainable Income Fund On Hold 6.93% -7.6% -1.47% 75%
Aberdeen Sustainable Income Fund On Hold 6.98% -7.22% -1.04% 75%
Access AMP Capital Enhanced Yield Not Rated 2.79% 0.98% 4.52% 75%
Access Australian Shares Index Not Rated 10.74% -20.5% -4.95% 75%
Access AXA Australian Monthly Income Not Rated 0.62% 4.33% 5.35% 75%
Access AXA Global Equity Value 4.06% -33.44% -18.64% 70%
Access BlackRock Combined Property Income Not Rated -1.67% -27.52% -7.11% 35%
Access BlackRock Monthly Income Not Rated 34.27% -28.38% -10.91% 70%
Access Challenger High Yield Not Rated 4.59% -25.14% -11.13% 75%
Access Challenger Howard Mortgage Not Rated 0.64% 5.36% 5.8% 70%
Access Colonial Colliers International Not Rated 19.98% -43.27% -18.99% 65%
Access Credit Suisse International Shares Not Rated 0.64% -18.6% -12.1% 70%
Access EQT PIMCO Global Bond Not Rated 6.06% -0.5% 2.82% 70%
Access ING Tax Effective Income Not Rated 9.88% -18.89% -6.78% 75%
Access International Shares Index Not Rated 3.1% -16.46% -11.5% 70%
Access Investors Mutual Australian Share 7.6% -11.45% -3.76% 75%
Access Macquarie Property Securities Not Rated 15.22% -36.67% -22.42% 70%
Access Perpetual Industrial 13.04% -9.16% -4.28% 75%
Access Perpetual International Share Not Rated 1.29% -11.27% -10.47% 70%
Access Platinum International Not Rated 8.3% 16.81% 0.72% 70%
Access Portfolio Partners Cash Not Rated 1.39% 4.85% 4.9% 95%
Access Portfolio Partners High Growth Shares Not Rated 10.66% -15.24% -1.03% 75%
Access Portfolio Partners Premier Fixed Income Not Rated -1.37% 6.59% 4.28% 75%
Access Pre Select Australian Equity Not Rated 16.76% -28.64% -5.61% 75%
Access Pre Select Australian Small Companies Not Rated 29.09% -34.25% -4.17% 60%
Access Pre Select Balanced Not Rated 6.18% -12.93% -2.28% 75%
Access Pre Select Boutique Australian Equity Not Rated 18.51% -24.43% -3.86% 75%
Access Pre Select Conservative Not Rated 3.41% -4.6% 0.83% 75%
Access Pre Select Growth Not Rated 8.8% -20.64% -5.21% 75%
Access Pre Select High Growth Not Rated 10.99% -25.59% -7.15% 70%
Access Pre Select International Equity Not Rated 10.31% -33.01% -12.67% 70%
Access Property Securities Index Not Rated 14.45% -39.56% -22.18% 70%
Access Schroder Australian Equity 11.71% -12.29% -3.4% 75%
Advance Asian Equity Fund 10.55% -4.16% -2.02% 55%
Advance Australian Equity Growth Fund 12.27% -12.87% -3.69% 75%
Advance Australian Fixed Interest Multi-blend Fund 0.6% 6.52% 3.45% 75%
Advance Australian Shares Multi-blend Fund 10.42% -20.08% -4.87% 75%
Advance Australian Smaller Co. Multi-blend Fund 12.56% -30.03% -7.32% 60%
Advance Australian Smaller Companies Fund Not Rated 27.4% -17.89% -5.19% 60%
Advance Balanced Multi-blend Fund 8.6% -13.8% -3.88% 70%
Advance Cash Management Fund Not Available Not Rated 1.02% 4.97% 5.13% 100%
Advance Concentrated Australian Shares Fund 8.6% -29.66% -9.03% 75%
Advance Defensive Multi-blend Fund 4.96% -1.72% 1.44% 75%
Advance Growth Multi-blend Fund 9.59% -18.48% -5.91% 70%
Advance High Growth Multi-blend Fund 10.43% -22.04% -7.41% 65%
Advance Imputation Fund 10.73% -14.63% -3.27% 75%
Advance International Fixed Interest Multi-blend Fund 3.83% 12.72% 7.6% 70%
Advance International Sharemarket Fund 1.24% -21.61% -13.6% 70%
Advance International Shares Core Fund Not Rated 0.44% -19.67% -12.55% 70%
Advance International Shares Multi-blend Fund 8.36% -22.63% -11.08% 70%
Advance Moderate Multi-blend Fund 6.49% -7.42% -1.03% 70%
Advance Mortgage Fund Not Available Not Rated 1.69% 6.6% 6.01% 70%
Advance Property Securities Fund Not Rated 13.32% -35.95% -20.66% 70%
Advance Property Securities Multi-blend Fund 24.05% -38.42% -19.86% 70%
Advance Sharemarket Fund - W'sale Units 11.52% -12.89% -1.58% 75%
All Star IAM Australian Share Fund Not Available Not Rated 22.05% -11.21% n/a% 75%
Allianz Global Inv RCM Australian Equities Fund Not Rated 6.76% 17.17% 26.27% 75%
Allianz Global Inv RCM Global Analysts' Choice Trust Not Rated 9.97% 15.73% 3.67% 70%
Allianz Global Inv RCM Taipan Investment Fund Not Applicable Not Rated 13.67% 33.29% 15.22% 50%
AMP Capital Active Quant Share Fund Not Rated -7.8% -12.3% 10.84% 75%
AMP Capital Active Quant Share Fund A Not Rated -7.9% -12.63% 13.13% 75%
AMP Capital Australian Corporate Bond Fund Not Rated 0.4% 5.34% 3.81% 75%
AMP Capital Balanced Growth Fund 7.45% -16.4% -4.54% 70%
AMP Capital Balanced Growth Fund A Not Rated 7.35% -16.72% -4.92% 70%
AMP Capital Blue Chip Fund A Not Rated 9.16% -17.86% -2.82% 75%
AMP Capital Conservative Fund Not Rated 3.81% -4.98% 0.6% 75%
AMP Capital Conservative Fund A Not Rated 3.7% -5.49% -0.08% 75%
AMP Capital Core Plus Strategies Fund Not Rated 0.06% 7.97% 4.36% 75%
AMP Capital Enhanced Index International Share Fund Not Rated 4.45% -15.59% -10.28% 70%
AMP Capital Enhanced Index Share Fund Not Rated 11.11% -19.96% -3.84% 75%
AMP Capital Enhanced Index Share Fund A Not Rated 11.06% -20.12% -4.02% 75%
AMP Capital Enhanced Yield Fund Not Rated 3.19% 2.3% 5.92% 75%
AMP Capital Enhanced Yield Fund A On Hold 3.14% 2.08% 5.7% 75%
AMP Capital Enhanced Yield Fund H On Hold 3.06% 1.86% 5.39% 75%
AMP Capital Equity Fund 9.22% -18.26% -3.08% 75%
AMP Capital Equity Fund A 9.14% -18.51% -3.41% 75%
AMP Capital Future Directions Australian Bond Class A Not Available Not Rated n/a% n/a% n/a% 75%
AMP Capital Future Directions Australian Bond Fund Not Rated -0.43% 9.25% 4.97% 75%
AMP Capital Future Directions Australian Share Not Rated 12.58% -17.93% -3.99% 75%
AMP Capital Future Directions Australian Share Class A Not Available Not Rated n/a% n/a% n/a% 75%
AMP Capital Future Directions Australian Sm Co A Not Rated 21.42% -28.75% -7.7% 60%
AMP Capital Future Directions Balanced Fund 8.09% -19.06% -5.04% 70%
AMP Capital Future Directions Balanced Fund A 8.04% -19.2% -5.54% 70%
AMP Capital Future Directions Conservative Fund Not Rated 4.43% -7.5% -0.35% 75%
AMP Capital Future Directions Core International A Not Rated 4.06% -22.34% -12.82% 70%
AMP Capital Future Directions Extd Markets International Share Not Rated 7.15% -16.08% -8.16% 70%
AMP Capital Future Directions Extd Markets International Share A Not Rated 7.1% -16.21% -8.65% 70%
AMP Capital Future Directions Growth Fund Not Rated 9.39% -21.53% -5.47% 70%
AMP Capital Future Directions Growth Fund A Not Rated 9.33% -21.71% -5.98% 70%
AMP Capital Future Directions Hedged Core International ShA 15.81% -38.25% -12.42% 75%
AMP Capital Future Directions High Growth Fund Not Rated 10.38% -23.57% -7.43% 70%
AMP Capital Future Directions High Growth Fund A Not Rated 10.35% -23.66% -7.23% 70%
AMP Capital Future Directions International Bond Not Rated 6.44% -1.76% 0.56% 70%
AMP Capital Future Directions International Bond Class A Not Available Not Rated n/a% n/a% n/a% 70%
AMP Capital Future Directions International Share Not Rated 5.01% -19.49% -11.82% 70%
AMP Capital Future Directions Moderately Conservative Not Rated 6.58% -13.07% -2.85% 70%
AMP Capital Future Directions Moderately Conservative A Not Rated 6.51% -13.31% -2.5% 70%
AMP Capital Global Growth Opportunities Fund Not Rated 3.19% -6.96% -4.01% 60%
AMP Capital Global Growth Opportunities Fund A Not Rated -3.44% -11.05% 5.6% 60%
AMP Capital Global Property Securities Fund 25.23% -39.46% -16.45% 65%
AMP Capital Global Property Securities Fund A 25.14% -39.65% -16.71% 65%
AMP Capital Global Property Securities Fund H 25.09% -39.81% -16.88% 65%
AMP Capital Global Technology Fund Not Rated -1.46% -18.93% -11.91% 50%
AMP Capital Global Technology Fund A Not Rated -1.46% -18.95% -11.99% 50%
AMP Capital High Growth Fund Not Rated 8.05% -20.19% -6.52% 70%
AMP Capital International Bond Fund Not Rated 5.9% -1.74% 0.44% 70%
AMP Capital International Bond Fund A Not Rated 5.79% -2.18% 0.84% 70%
AMP Capital International Share Fund Not Rated 3.37% -21.39% -12.57% 70%
AMP Capital International Share Fund A Not Rated 3.3% -21.56% -12.46% 70%
AMP Capital Investors - Australian Bond Index Fund Not Available Not Rated 0.46% 5.21% 6.42% 75%
AMP Capital Investors - Australian Share Index Fund Not Available Not Rated 3.02% 22.9% 18.42% 75%
AMP Capital Investors - Diversified Income - Class A Not Rated Not Rated -1.28% 6.1% 6.73% 65%
AMP Capital Investors - Moderate Growth Fund - Class A Not Rated 5.78% 15.86% 13.68% 70%
AMP Capital Investors Diversified Growth Fund Not Rated Not Rated 3% 5.84% -0.94% 75%
AMP Capital Investors Diversified Stable Fund Not Rated Not Rated 1.48% 6% 3.84% 75%
AMP Capital Investors Moderate Growth Fund Not Rated 6.67% 17.19% 14.39% 70%
AMP Capital Investors Value Plus Australian Share Fund Not Available Not Rated -4.28% 24.47% n/a% 75%
AMP Capital Listed Property Trusts Fund 14.68% -42.18% -22.99% 70%
AMP Capital Listed Property Trusts Fund A 14.54% -42.57% -23.38% 70%
AMP Capital Managed Treasury Fund Not Rated 0.98% 5.65% 6.22% 95%
AMP Capital Responsible Investment Leaders Australian Share A Not Rated 9.87% -19.53% -3.77% 75%
AMP Capital Responsible Investment Leaders Balanced 6.13% -11.38% -2.22% 70%
AMP Capital Responsible Investment Leaders Balanced A Not Rated 6.06% -11.59% -2.47% 70%
AMP Capital Responsible Investment Leaders International Share 3.19% -13.85% -9.01% 70%
AMP Capital Responsible Investment Leaders International Share A 3.16% -14.01% -9.15% 70%
AMP Capital Small Companies Fund 20.69% -32.56% -3.8% 60%
AMP Capital Small Companies Fund A 20.6% -32.82% -4.11% 60%
AMP Capital Small Companies Fund H Not Available 20.51% -33.06% n/a% 60%
AMP Capital Structured High Yield Fund A On Hold 1.47% 8.26% 10.09% 70%
AMP Capital Sustainable Share Fund 9.69% -22.09% -5.74% 75%
AMP Capital Sustainable Share Fund A 9.62% -22.32% -6.03% 75%
AMP Capital Sustainable Share Fund H Not Available Not Rated 9.48% -22.7% n/a% 75%
AMP Flexible Lifetime Investments - ABN AMRO Global Equity Not Available Not Rated 4.13% 6.98% n/a% 70%
AMP Flexible Lifetime Investments - Alliance International Share Not Rated -0.26% -30.73% -18.16% 75%
AMP Flexible Lifetime Investments - AMP Australian Bond Not Rated -1% 9.24% 4.6% 75%
AMP Flexible Lifetime Investments - AMP Australian Bond Fund Not Rated 1% 1% 2.61% 75%
AMP Flexible Lifetime Investments - AMP Australian Share Not Rated 10.44% -20.97% -4.89% 75%
AMP Flexible Lifetime Investments - AMP Australian Share Enhanced Index Not Rated 10.7% -21.09% -5.18% 75%
AMP Flexible Lifetime Investments - AMP Balanced Enhanced Index Not Rated 4.78% -13.89% -5.67% 75%
AMP Flexible Lifetime Investments - AMP Balanced Growth Not Rated 7.07% -17.58% -5.84% 75%
AMP Flexible Lifetime Investments - AMP Conservative Not Rated 3.42% -6.38% -1.02% 75%
AMP Flexible Lifetime Investments - AMP Conservative Enh Index Not Rated -1.57% -5.37% 0.17% 75%
AMP Flexible Lifetime Investments - AMP Enhanced Cash Not Rated 3.11% -2.99% 1.84% 95%
AMP Flexible Lifetime Investments - AMP Equity Fund Not Rated 8.84% -19.29% -4.34% 75%
AMP Flexible Lifetime Investments - AMP High Growth Not Rated 7.62% -21.31% -7.64% 70%
AMP Flexible Lifetime Investments - AMP International Share Not Rated 3% -22.51% -13.82% 70%
AMP Flexible Lifetime Investments - AMP International Share Enhanced Index Not Rated 4.03% -16.9% -11.66% 70%
AMP Flexible Lifetime Investments - AMP Listed Property Trusts Not Rated 14.24% -43.02% -23.93% 70%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 1 Not Rated 4.87% -7.67% 1.15% 75%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 2 Not Rated 4.82% -8.5% 1.08% 75%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 3 Not Rated 5.89% -8.99% -0.09% 75%
AMP Flexible Lifetime Investments - AMP Small Companies Not Rated 20.28% -33.63% -5.1% 60%
AMP Flexible Lifetime Investments - AMP Sustainable Future Australian Share Fund 9.29% -23.12% -7.06% 75%
AMP Flexible Lifetime Investments - AMP Sustainable Future Balanced Growth Fund Not Available Not Rated 5.75% 14.04% 7.15% 70%
AMP Flexible Lifetime Investments - AMP Sustainable Future International Share Not Available Not Rated 4% 8.54% -1.3% 70%
AMP Flexible Lifetime Investments - AMP Value Plus Not Rated 13.28% -21.6% -5.46% 75%
AMP Flexible Lifetime Investments - Barclays Australian Share Not Rated 10.9% -24.33% -6.83% 75%
AMP Flexible Lifetime Investments - Barclays Hedged International Share Not Rated 15.65% -32.41% -12.21% 75%
AMP Flexible Lifetime Investments - Barclays International Share Not Rated 2.77% -20.61% -14.24% 70%
AMP Flexible Lifetime Investments - Bernstein International Share Not Rated 7.46% -32.3% -19.61% 70%
AMP Flexible Lifetime Investments - BIAM International Equity Not Rated -1.13% -19.23% -3.54% 70%
AMP Flexible Lifetime Investments - BlackRock Global Bond Not Available Not Rated 2.55% 4.72% n/a% 70%
AMP Flexible Lifetime Investments - BlackRock Income Not Rated 38.1% -29.82% -11.26% 75%
AMP Flexible Lifetime Investments - BT Active Balanced Not Rated 7.08% -11.65% -4.2% 75%
AMP Flexible Lifetime Investments - BT Active Conservative Not Rated 3.52% -4.45% -0.48% 75%
AMP Flexible Lifetime Investments - BT Australian Share Not Rated 10.25% -16.92% -3.57% 75%
AMP Flexible Lifetime Investments - Challenger High Yield Not Available Not Rated 4.9% -25.52% n/a% 75%
AMP Flexible Lifetime Investments - Colonial First State Australian Share Not Rated 10.72% -14.91% -4.84% 75%
AMP Flexible Lifetime Investments - Fortis Investments Australian Equity 11.55% -9.48% -2.93% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Bond Not Rated -0.75% 7.86% 4.06% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Share Not Rated 12.19% -18.95% -5.26% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Small Companies Not Rated 21.04% -29.7% -9.15% 60%
AMP Flexible Lifetime Investments - Future Directions Balanced Not Rated 7.72% -20.21% -6.22% 70%
AMP Flexible Lifetime Investments - Future Directions Conservative Not Rated 4.07% -8.78% -1.18% 75%
AMP Flexible Lifetime Investments - Future Directions Extended Markets International Share Not Rated 6.76% -17.27% -9.83% 65%
AMP Flexible Lifetime Investments - Future Directions Growth Not Rated 9.02% -22.64% -7.24% 65%
AMP Flexible Lifetime Investments - Future Directions Hedged International Share Not Rated 15.45% -38.99% -13.64% 75%
AMP Flexible Lifetime Investments - Future Directions High Growth Not Rated 10.01% -24.63% -8.34% 65%
AMP Flexible Lifetime Investments - Future Directions International Bond Not Rated 6.12% -3.05% 0.04% 70%
AMP Flexible Lifetime Investments - Future Directions International Share Not Rated 4.66% -20.59% -13.01% 70%
AMP Flexible Lifetime Investments - Future Directions Moderately Conservative Not Rated 6.22% -14.29% -3.7% 70%
AMP Flexible Lifetime Investments - GMO International Share Not Rated 0.95% -17.47% -12.67% 75%
AMP Flexible Lifetime Investments - ING Australian Share On Hold 8.06% -24.59% -4.96% 75%
AMP Flexible Lifetime Investments - ING Managed Growth Not Rated 4.17% -17.91% -6.51% 75%
AMP Flexible Lifetime Investments - Lazard Australian Equity Not Rated 13.97% -13.89% -6.69% 75%
AMP Flexible Lifetime Investments - Lazard Global Equity Not Rated 1.18% -13.02% -11.23% 70%
AMP Flexible Lifetime Investments - Lazard Global Thematic Not Rated 2.8% -8.42% -5.6% 70%
AMP Flexible Lifetime Investments - Macquarie Fixed Interest Plus Not Rated 3.99% 3.97% 2.86% 75%
AMP Flexible Lifetime Investments - MIR Australian Equity Not Available Not Rated -5.55% -13.23% n/a% 75%
AMP Flexible Lifetime Investments - Nicholas - Applegate Global Select Not Rated 1.51% -22.67% -11.04% 70%
AMP Flexible Lifetime Investments - Perennial Global Listed Property Not Available Not Rated 17.7% -45.83% n/a% 65%
AMP Flexible Lifetime Investments - Perennial Value Australian Share 15.24% -14.17% -2.5% 75%
AMP Flexible Lifetime Investments - Perpetual Industrial Share Not Rated 12.66% -9.85% -4.69% 75%
AMP Flexible Lifetime Investments - Putnam International Share Not Rated 2.76% -24.47% -14.09% 70%
AMP Flexible Lifetime Investments - RCM International Equities -1.19% -23.71% -12.09% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Australian Share Not Rated 9.54% -20.52% -5% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Balanced Not Rated 5.77% -12.6% -3.53% 70%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Conservative Not Rated 2.08% -2.45% 1.01% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Growth Not Rated 7.4% -17.1% -5.92% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders International Share Not Rated 2.86% -15.03% -10.28% 70%
AMP Flexible Lifetime Investments - Schroder Australian Equities Not Rated 11.6% -12.55% -3.62% 75%
AMP Flexible Lifetime Investments - SG Hiscock Listed Property Not Rated 22.17% -41.76% -25.32% 70%
AMP Flexible Lifetime Investments - WIM Global Bond Not Available Not Rated -0.76% 2.92% n/a% 70%
AMP Flexible Lifetime Investments - WIM Global Intersection Not Rated -3.03% -18.5% -3.33% 70%
ANZ - Cash Plus Fund Not Rated -0.95% -0.96% 3.07% 95%
ANZ - Equity Imputation Trust Not Rated 7.07% -21.45% -6.08% 75%
ANZ - Fixed Interest Trust Not Rated -0.12% 10.17% 4.28% 75%
ANZ - Property Securities Trust Not Rated 12.8% -34.36% -19.02% 70%
ANZ Gateway - Diversified Growth Trust Not Rated 4.74% 15.14% 12.01% 70%
ANZ Gateway - Diversified Income and Growth Trust Not Rated 3.22% 11.66% 9.73% 70%
ANZ Gateway - International Shares Sector Trust Not Rated 6.28% 17.36% 5.02% 70%
ANZ Index Fund - Australian Equities Index Fund Not Rated 7.7% 23.08% 24.96% 75%
ANZ OneAnswer Investment Platform - Ausbl Australian Emerging Leaders Trust - EF/Sel 17.18% -31.33% -7.02% 60%
ANZ OneAnswer Investment Platform - Ausbl Australian Emerging Leaders Trust - NE Not Rated 16.93% -31.86% -7.71% 60%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - EF/Sel Not Rated 8.24% -37.74% -17.03% 70%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - NE Not Rated 8.01% -38.29% -17.69% 70%
ANZ OneAnswer Investment Platform - BGI Australian Shares - NE Not Rated 14.42% -32.79% -7.93% 75%
ANZ OneAnswer Investment Platform - BGI Australian Shares EF/Sel Not Rated 14.61% -32.27% -7.22% 75%
ANZ OneAnswer Investment Platform - BGI International Shares - EF/Sel Not Rated 2.54% -25.67% -13.11% 70%
ANZ OneAnswer Investment Platform - BGI International Shares - NE Not Rated 2.32% -26.25% -13.75% 70%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - EF/Sel 24.46% -34.49% -5.42% 60%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - NE Not Rated 24.46% -34.49% -5.42% 60%
ANZ OneAnswer Investment Platform - Capital International Global Equity (H) EF/Slct Not Rated 3.19% -21.8% -10.33% 70%
ANZ OneAnswer Investment Platform - Colonial Imp - EF/Sel Not Rated 15.39% -23.56% -5.72% 75%
ANZ OneAnswer Investment Platform - Colonial Imp - NE Not Rated 15.22% -24.13% -6.44% 75%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - EF/Sel Not Rated 11.51% -48.73% -22.76% 70%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - NE Not Rated 11.32% -49.14% -23.12% 70%
ANZ OneAnswer Investment Platform - IML Australian Shares - EF/Sel Not Rated 11.48% -23.28% -4.44% 75%
ANZ OneAnswer Investment Platform - IML Australian Shares - NE Not Rated 11.22% -23.92% -5.19% 75%
ANZ OneAnswer Investment Platform - ING Active Growth - EF/Sel Not Rated 4.45% -22.7% -9.08% 75%
ANZ OneAnswer Investment Platform - ING Active Growth - NE Not Rated 4.29% -23.2% -9.72% 75%
ANZ OneAnswer Investment Platform - ING Australian Shares - EF/Sel Not Rated 8.46% -25.28% -5.03% 75%
ANZ OneAnswer Investment Platform - ING Balanced - EF/Sel Not Rated 3.99% -14.39% -4.12% 70%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - EF/Sel Not Rated 6.84% -21.89% -5.2% 75%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - NE Not Rated 6.69% -22.44% -5.89% 75%
ANZ OneAnswer Investment Platform - ING Conservative - EF/Sel 2.04% -5.5% -1.03% 75%
ANZ OneAnswer Investment Platform - ING Conservative - NE Not Rated 1.88% -6.13% -1.75% 75%
ANZ OneAnswer Investment Platform - ING Diversified Fixed Interest - EF/Sel -0.07% 1.29% 1.26% 70%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - EF/Sel 13.24% -25.12% -3.67% 40%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - NE 13.07% -25.65% -4.37% 40%
ANZ OneAnswer Investment Platform - ING Global Sector - EF/Sel Not Rated 5.52% -17.97% -11.66% 70%
ANZ OneAnswer Investment Platform - ING Global Sector - NE Not Rated 5.37% -18.54% -12.29% 70%
ANZ OneAnswer Investment Platform - ING High Growth - EF/Sel Not Rated 5.72% -21.96% -9.74% 70%
ANZ OneAnswer Investment Platform - ING High Growth - NE Not Rated 5.56% -22.53% -10.4% 70%
ANZ OneAnswer Investment Platform - ING Income - EF/Sel Not Rated 1.31% -2.9% 0.51% 75%
ANZ OneAnswer Investment Platform - ING Income Plus - EF/Sel Not Rated 3.58% -7.56% -1.78% 75%
ANZ OneAnswer Investment Platform - ING Income Plus - NE Not Rated 3.43% -8.2% -1.21% 75%
ANZ OneAnswer Investment Platform - ING Managed Growth - EF/Sel Not Rated 4.62% -17.8% -6.3% 70%
ANZ OneAnswer Investment Platform - ING Managed Growth - NE Not Rated 4.46% -18.32% -6.95% 75%
ANZ OneAnswer Investment Platform - ING Property Securities - EF/Sel 12.99% -34.25% -18.87% 70%
ANZ OneAnswer Investment Platform - ING Property Securities - NE 12.83% -34.66% -19.45% 70%
ANZ OneAnswer Investment Platform - ING Sel Leaders - EF/Sel Not Rated 11.97% -15.29% 1.74% 75%
ANZ OneAnswer Investment Platform - ING Sel Leaders - NE Not Rated 11.97% -15.29% 1.74% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - EF/Sel Not Rated 10.64% -22.1% -1.87% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - NE Not Rated 10.49% -22.65% -2.58% 75%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - EF/Sel Not Rated -0.56% 9.79% 4.51% 75%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - NE Not Rated -0.7% 9.02% 3.76% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - EF/Sel Not Rated 16.9% -30.06% -6.21% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - NE Not Rated 16.64% -30.6% -6.89% 75%
ANZ OneAnswer Investment Platform - Option Enhanced Cash - EF/Sel Not Rated 0.81% 3.89% 4.08% 90%
ANZ OneAnswer Investment Platform - Option Enhanced Cash - NE Not Rated 0.66% 3.15% 3.33% 90%
ANZ OneAnswer Investment Platform - Option Global Shares - EF/Sel Not Rated 2.56% -29.45% -12.24% 70%
ANZ OneAnswer Investment Platform - Option Global Shares - NE Not Rated 2.35% -29.99% -12.89% 70%
ANZ OneAnswer Investment Platform - Option Global Small Companies - EF/Sel Not Applicable Not Rated 5.89% -29% -12.91% 60%
ANZ OneAnswer Investment Platform - Option Global Small Companies - NE Not Applicable Not Rated 5.66% -29.55% -13.55% 60%
ANZ OneAnswer Investment Platform - Option Growth - EF/Sel Not Rated 9.21% -23.2% -5.73% 70%
ANZ OneAnswer Investment Platform - Option Growth - NE Not Rated 9.07% -23.73% -6.4% 70%
ANZ OneAnswer Investment Platform - Option High Growth - EF/Sel Not Rated 10.02% -28.02% -7.61% 70%
ANZ OneAnswer Investment Platform - Option High Growth - NE Not Rated 9.8% -28.56% -8.28% 70%
ANZ OneAnswer Investment Platform - Option Moderate - EF/Sel Not Rated 4.81% -12.66% -2.44% 75%
ANZ OneAnswer Investment Platform - Option Moderate - NE Not Rated 4.65% -13.27% -3.13% 75%
ANZ OneAnswer Investment Platform - Option Property Securities - EF/Sel Not Rated 11.16% -46.15% -22.39% 70%
ANZ OneAnswer Investment Platform - Option Property Securities - NE Not Rated 11.03% -46.52% -22.94% 70%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - EF/Sel Not Rated 17.96% -26.87% -5.54% 75%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - NE Not Rated 17.7% -27.47% -6.27% 75%
ANZ OneAnswer Investment Platform - Perpetual International Shares - EF/Sel Not Rated 0.11% -17.41% -9.83% 70%
ANZ OneAnswer Investment Platform - Perpetual International Shares - NE Not Rated -0.13% -18.16% -10.55% 70%
ANZ OneAnswer Investment Platform - Platinum International Trust - NE Not Rated 9.01% 7.31% -0.19% 75%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - EF/Sel Not Rated 20.52% -22.62% -3.77% 75%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - NE Not Rated 20.25% -23.25% -4.52% 75%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - EF/Sel Not Rated -0.61% 10.2% 3.91% 70%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - NE Not Rated -0.75% 9.38% 3.14% 70%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - EF/Sel Not Rated 15.27% -29.86% -5.54% 75%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - NE Not Rated 15.1% -30.36% -6.21% 75%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - EF/Sel Not Rated 23.04% -34.83% -9.79% 75%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - NE Not Rated 22.87% -35.3% -10.44% 75%
ANZ OneAnswer Investment Platform - Zurich International Share Trust - NE Not Rated 7.09% -13.29% -3.75% 70%
ANZ Portfolio Mgr - Gateway Aggressive Growth Fund Not Available Not Rated 6.33% 21.37% 19.91% 70%
ANZ Portfolio Mgr - Gateway Growth Fund Not Available Not Rated 5.87% 17.78% 16.98% 70%
ANZ Portfolio Mgr - Gateway Income & Growth Fund Not Available Not Rated 4.77% 14.22% 13.04% 70%
ANZ Portfolio Mgr - Gateway Income Fund Not Available Not Rated 3.44% 12.66% 10.04% 70%
ANZ Portfolio Mgr - Russell Austral'n Property Securities Not Available Not Rated 6.81% 14.93% 16.77% 70%
ANZ Portfolio Mgr - Russell Australian Bond Fund Not Available Not Rated 1.51% 4.75% 3.07% 75%
ANZ Portfolio Mgr - Russell Australian Shares Fund Not Available Not Rated 6.92% 21.25% 23.84% 75%
ANZ Portfolio Mgr - Russell International Bond $A Hedged Not Available Not Rated 1.46% 4.46% 4.34% 70%
ANZ Portfolio Mgr - Russell International Shares Fund Not Available Not Rated 6.64% 21.28% 12.73% 70%
APN International Property for Income Fund Not Rated 12.96% -55.66% -21.83% 65%
APN Property for Income Fund Not Rated 9.08% -31.72% -14.42% 70%
APN Property for Income Fund No. 2 Not Rated 10.4% -38.44% -22.16% 70%
Armytage Enhanced Leaders Fund Not Available Not Rated 9.12% -20.03% n/a% 75%
Arrowstreet Emerging Markets Fund Not Applicable Not Rated 14.53% -18.02% n/a% 40%
Arrowstreet Global Equity Fund Not Available 9.6% -10.12% n/a% 70%
Arrowstreet Global Equity Fund (Hedged) 29.46% -6.12% -0.39% 75%
AUI - Platypus Australian Equities Trust - Retail 20.01% -29.57% -2.38% 75%
Ausbil Australian Active Equity Fund 14.66% -25.27% -3.61% 75%
Ausbil Australian Emerging Leaders Fund 17.46% -30.63% -6.03% 60%
Ausbil Australian Geared Equity Fund Not Applicable 23.84% -57.31% n/a% 40%
Ausbil Balanced Fund Not Rated 7.56% -15.17% -1.64% 70%
Aust Unity - Defined Income Trust Not Rated 2.94% 10.75% 5.97% 75%
Aust Unity Acorn Microcap Trust 40.22% -34.63% -5.51% 60%
Aust Unity Balanced Growth Portfolio Not Rated 12.77% -16.75% -2.44% 75%
Aust Unity Conservative Growth Portfolio Not Rated 6.37% -2.66% 3.29% 75%
Aust Unity Discovery Core Income Fund - Ret Not Available Not Rated 0.75% 5.43% n/a% 75%
Aust Unity High Growth Portfolio Not Rated 15.49% -22.72% -5.94% 70%
Aust Unity Intech High Opportunity W/S Not Rated 7.78% -24.79% -12.63% 70%
Aust Unity Leaders Imputation Trust Not Rated 10.41% 35.71% 26.84% 75%
Aust Unity Property Securities Ordinary Not Rated 14.26% -47.23% -21.06% 70%
Austock Australian Equities Fund Not Rated 18.73% -30.31% -6.72% 75%
Austock High Yield Fund On Hold 5.2% -19.04% -4.27% 70%
Austock Imp Bond Aberdeen Act. Hedged Int. Equitie Not Rated 1.14% -18.16% -9.25% 70%
Austock Imp Bond AMP Capital Australian Sm Co Not Applicable Not Rated 18.21% -31.65% -8.11% 60%
Austock Imp Bond Australian Equity Fund Not Rated 12.16% -24.56% -7.31% 75%
Austock Imp Bond Dim/Tyndall Australian Shares Not Applicable Not Rated 17.4% -23.19% -3.89% 75%
Austock Imp Bond High Yield Fund Not Applicable Not Rated 3.99% -15.47% -4.19% 70%
Austock Imp Bond Lazard Global Small Capital Fund (W) Not Applicable Not Rated 6.54% -24.76% -12.73% 60%
Austock Imp Bond Macquarie Treasury Fund Not Rated 0.49% 3.82% 4.02% 95%
Austock Imp Bond MLC Property Securities Not Rated 5.35% -39.22% -19.32% 70%
Austock Imp Bond Perpetual Australian Shares Not Applicable Not Rated 12.1% -22.56% -5.49% 75%
Austock Imp Bond Perpetual Balanced Growth Not Rated 5.26% -13.63% -5.1% 75%
Austock Imp Bond Perpetual Geared Australian Shares Not Applicable Not Rated 22.66% -51.08% -20.58% 40%
Austock Imp Bond Perpetual International Shares Not Rated 1.2% -13.17% -7.4% 70%
Austock Imp Bond Perpetual Monthly Income Not Applicable Not Rated 0.37% 2.55% 3.35% 70%
Austock Imp Bond Sectoral Blend Not Rated 9.08% -23.67% -8.36% 70%
Austock Imp Bond Tyndall Australian Bond Not Rated -0.75% 7.48% 3.85% 75%
Austock Imp Bond Tyndall International Bond Fund Not Applicable Not Rated -0.76% -11.84% -3.97% 70%
Austock Imp Bond UBS Diversified Credit Income Not Applicable Not Rated 2.18% -10.41% -4.73% 75%
Austock Imp Bond Vguard AustShares Index Not Rated 10.39% -20.52% -4.33% 75%
Austock Imp Bond VGuard International Share Index H Not Rated 14.86% -28.99% -8.38% 70%
Australian Ethical Balanced Trust Not Rated 6.98% -9.93% -1.92% 70%
Australian Ethical Equities Trust 15.15% -11.54% 4.22% 70%
Australian Ethical Income Trust Not Rated 1.21% 3.05% 4.43% 70%
Australian Ethical Large Companies Share Trust 9.85% -17.46% -5.3% 75%
Australian Ethical World Trust Not Available Not Rated 10.52% -24.05% n/a% 70%
Australian Unity Mortgage Income Trust On Hold 1.05% 5.75% 6.1% 75%
Aviva Investors Personal Elite Opportunities Shares 17.55% -21.12% -0.87% 75%
Aviva Investors Prof Australian Equities 17.73% -23.91% -2.48% 75%
Aviva Investors Prof Dividend Builder 15.7% -23.96% -4.89% 75%
Aviva Investors Prof Elite Opportunities 17.72% -23.1% -1.07% 75%
Aviva Investors Prof High Growth Shares 16.88% -23.01% -0.24% 75%
Aviva Investors Prof Income Plus Growth Not Rated 6.41% -9.55% -0.65% 75%
Aviva Investors Prof Listed Property 6.08% -41.57% -16.23% 70%
Aviva Investors Prof Premier Fixed Income -0.58% 8.18% 5.71% 75%
Aviva Investors Prof Small Companies 30.92% -34.72% -1.06% 60%
AXA - Australian Equity - Industrials Not Rated 3.43% 28.04% 23.01% 75%
AXA - Australian Income Fund Not Rated 0.56% 4.86% 5.46% 75%
AXA - Australian Monthly Income Fund Not Rated 0.83% 5.52% 6.22% 75%
AXA - Cash Management Trust Not Available Not Rated n/a% n/a% n/a% 95%
AXA - Diversified Capital Stable Not Rated -4.06% -8.96% -1.7% 75%
AXA - Global Equity - Healthcare Not Available Not Rated -6.39% 14.32% 4.32% 60%
AXA - Global Equity - Technology Not Applicable Not Rated -1.64% 25.49% 6.48% 50%
AXA - US Equity - Premier Growth Not Applicable Not Rated -4.02% 24.9% 3.4% 70%
AXA Generations - Aberdeen Global Equity Fund Not Rated 2.15% -23.03% -10.91% 70%
AXA Generations - Alliance Capital Australian Equity Growth 10.19% -16.67% -3.07% 75%
AXA Generations - Alliance Capital Cash Management Not Rated 0.54% 2.97% 4.48% 95%
AXA Generations - Alliance Capital Global Equity Growth 0.53% -33.49% -18.71% 75%
AXA Generations - Alternative Balanced Not Available Not Rated 8.49% -18.03% -3.69% 55%
AXA Generations - Australian Equities Not Rated 11.36% -17.97% -5.36% 75%
AXA Generations - Australian Monthly Income Not Rated 0.84% 5.53% 6.19% 75%
AXA Generations - AXA Balanced Not Rated 6.55% -17.02% -7.31% 75%
AXA Generations - AXA Growth Not Rated 7.23% -20.89% -9.44% 70%
AXA Generations - Balanced Not Rated 8.06% -15.87% -4.17% 75%
AXA Generations - Barclays Australian Equity Not Rated 10.89% -23.8% -6.35% 75%
AXA Generations - Barclays Australian Equity Index Not Rated 10.81% -20.35% -4.66% 75%
AXA Generations - Barclays Australian Fixed Interest Index Not Rated -1.44% 9.52% 5.15% 75%
AXA Generations - Barclays International Equity Index (Hedged) Not Rated 15.5% -28.93% -9.48% 75%
AXA Generations - Barclays International Equity Index (Unhedged) Not Rated 3.27% -16.61% -11.37% 70%
AXA Generations - Barclays International F/Int Index Not Rated 1.4% 7.36% 5.93% 70%
AXA Generations - Barclays Propty Securities Index Not Rated 14.43% -39.12% -22.05% 70%