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Margin Lending - Funds

Margin Lending - Funds

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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
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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 -0.43% 44.91% -4.58% 75%
5Di MIS Fund High Growth Portfolio Class A Not Rated 0.87% 30.2% -10.52% 70%
5Di MIS Fund Income Portfolio Class A Not Rated 0.9% 6.81% 5.72% 75%
5Di MIS Fund International Share Portfolio Class A Not Rated 2.42% 36.36% -12.87% 70%
Aberdeen Actively Hedged International Equities Fund 1.74% 9.58% -9.49% 70%
Aberdeen Asian Opportunities Fund 2.51% 33.7% 1.05% 55%
Aberdeen Australian Bond Fund Not Rated 1.59% 7.81% 4.15% 75%
Aberdeen Australian Equities Fund 0.84% 38.35% -0.86% 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 -1.14% 38.22% -3.39% 60%
Aberdeen Balanced Fixed Income Fund Not Rated 2.37% 7.81% 7.15% 75%
Aberdeen Capital Growth Fund On Hold 1.97% 25.69% -2.28% 70%
Aberdeen Cash Enhanced Fund On Hold 1.98% 11.36% 6.17% 95%
Aberdeen Cash Fund On Hold 0.93% 3.03% 5.29% 95%
Aberdeen Cash Plus Fund Not Rated 1.23% 8.33% 1.4% 95%
Aberdeen China Opportunities Fund -0.86% 26% 1.78% 55%
Aberdeen Classic Series Australian Equities Fund On Hold 0.9% 43.38% -2.76% 75%
Aberdeen Classic Series Australian Small Companies Fund 0.9% 46.36% -12.75% 60%
Aberdeen Classic Series International Equities Fund Not Rated 8.9% -9.98% -8.39% 70%
Aberdeen Emerging Opportunities Fund 2.14% 42.8% 5.61% 40%
Aberdeen Financials Fund 3.13% 61.81% -1.13% 75%
Aberdeen Fully Hedged International Equities Fund 4.52% 40.15% -7.67% 75%
Aberdeen High Grade Bond Fund Not Available Not Rated 4.75% 23.08% 6.11% 70%
Aberdeen Income Fund On Hold 3.2% 10.56% 2.3% 75%
Aberdeen Inflation Linked Bond Fund Not Rated 1.71% 4.39% 4.21% 70%
Aberdeen International Equity Fund 1.64% 14.83% -6.87% 70%
Aberdeen International Fixed Income Fund On Hold 1.17% 6.71% 7.56% 70%
Aberdeen Passive - Enhanced Australian Fixed Income Not Rated 2.27% 8.96% 7.12% 75%
Aberdeen Private Inv Actively Hedged International Share Fund Not Rated 6.11% -16.06% -9.27% 70%
Aberdeen Private Investment Australian Equities Fund Not Rated 12.94% -7.94% -0.63% 75%
Aberdeen Private Investment Australian Fixed Income Fund Not Rated 2.54% 8.54% 4.89% 75%
Aberdeen Private Investment Australian Small Companies Fund Not Rated 12.68% -21.22% -9.93% 60%
Aberdeen Private Investment Capital Growth Fund Not Rated 8.56% -6.62% -2.29% 70%
Aberdeen Private Investment Cash Fund Not Rated 0.52% 3.44% 4.94% 95%
Aberdeen Private Investment High Growth Fund Not Rated 10.13% -10.04% -4.16% 70%
Aberdeen Private Investment International Fixed Income Fud Not Rated 7.39% 11.1% 7.44% 70%
Aberdeen Private Investment Sustainable Income Fund Not Rated 6.36% -6.13% -1.36% 75%
Aberdeen Private Investment Universal Equities Fund Not Rated 9.67% -11.4% -5.16% 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 1.95% 9.36% -9.69% 70%
Aberdeen Select Investment Australian Equities Fund Not Rated 8.15% 14.43% -1.27% 75%
Aberdeen Select Investment Australian Small Companies Fund Not Rated 8.85% 22.92% -10.8% 60%
Aberdeen Select Investment Capital Growth Fund Not Rated 4.84% 8.37% -2.08% 70%
Aberdeen Select Investment Sustainable Income Fund Not Rated 4.91% 9.51% -0.46% 75%
Aberdeen Sustainable Income Fund On Hold 1.89% 22.33% -0.44% 75%
Access AMP Capital Enhanced Yield Not Rated 2% 6.85% 4.21% 75%
Access Australian Shares Index Not Rated -0.89% 42.12% -4.22% 75%
Access Aviva Investors Cash Not Rated 0.91% 3.31% 4.37% 95%
Access Aviva Investors High Growth Shares Fund Not Rated -1.85% 43.56% 2.12% 75%
Access Aviva Premier Fixed Income Fund Not Rated 1.53% 4.59% 5.01% 75%
Access AXA Australian Monthly Income Not Rated 0.73% 2.52% 4.73% 75%
Access AXA Global Equity Value -0.29% 13.04% -19.18% 70%
Access BlackRock Combined Property Income Not Rated 0.61% -4.19% -13.62% 35%
Access BlackRock Monthly Income Not Rated 5.49% 64.92% -5.68% 70%
Access Challenger High Yield Not Rated 2.29% 13.01% -10.16% 75%
Access Challenger Howard Mortgage Not Rated 0.61% 2.62% 5.06% 70%
Access Colonial Colliers International Not Rated 5.58% 64.39% -18.68% 65%
Access Credit Suisse International Shares Not Rated 1.42% 8.04% -10.49% 70%
Access EQT PIMCO Global Bond Not Rated 3.46% 23.18% 6.29% 70%
Access ING Tax Effective Income 1.15% 31.03% -6.76% 75%
Access International Shares Index Not Rated 0.74% 7.15% -11.73% 70%
Access Investors Mutual Australian Share -0.07% 36.65% -2.68% 75%
Access Macquarie Property Securities Not Rated 1.56% 38.56% -24.82% 70%
Access Perpetual Industrial -0.67% 44.98% -4.56% 75%
Access Perpetual International Share Not Rated 1.41% 4.65% -10.3% 70%
Access Platinum International Not Rated 1.75% 17.6% 2.03% 70%
Access Pre Select Australian Equity Not Rated -1.16% 45.87% -3.17% 75%
Access Pre Select Australian Small Companies Not Rated -3.89% 68.29% -2.69% 60%
Access Pre Select Balanced Not Rated 0.59% 18.56% -1.65% 75%
Access Pre Select Boutique Australian Equity Not Rated -0.73% 47.03% -1.98% 75%
Access Pre Select Conservative Not Rated 0.68% 12.07% 1.17% 75%
Access Pre Select Growth Not Rated 0.42% 24.7% -4.23% 75%
Access Pre Select High Growth Not Rated 0.22% 29.21% -5.95% 70%
Access Pre Select International Equity Not Rated 1.05% 22.74% -12.2% 70%
Access Property Securities Index Not Rated 1.29% 37.97% -23.35% 70%
Access Schroder Australian Equity 0.3% 51.6% -1.65% 75%
Advance Asian Equity Fund -2.22% 12.79% -6.79% 55%
Advance Australian Equity Growth Fund 0.23% 52.77% -2.02% 75%
Advance Australian Fixed Interest Multi-blend Fund 1.79% 5.29% 4.42% 75%
Advance Australian Shares Multi-blend Fund -0.47% 43.5% -3.97% 75%
Advance Australian Smaller Co. Multi-blend Fund -2.02% 48.92% -8.87% 60%
Advance Australian Smaller Companies Fund Not Rated -3.35% 66.22% -4.05% 60%
Advance Balanced Multi-blend Fund 0.63% 26.68% -3.43% 70%
Advance Concentrated Australian Shares Fund 1.56% 39.4% -9.51% 75%
Advance Defensive Multi-blend Fund 0.95% 15.94% 2.02% 75%
Advance Growth Multi-blend Fund 0.38% 30.17% -5.66% 70%
Advance High Growth Multi-blend Fund -0.01% 32.58% -7.23% 65%
Advance Imputation Fund -0.7% 40.14% -2.11% 75%
Advance International Fixed Interest Multi-blend Fund 2.17% 15.33% 9.2% 70%
Advance International Sharemarket Fund 0.36% 5.6% -13.84% 70%
Advance International Shares Core Fund Not Rated 0.32% 5.09% -12% 70%
Advance International Shares Multi-blend Fund 1.37% 20.92% -10.75% 70%
Advance Moderate Multi-blend Fund 0.86% 21.52% -0.38% 70%
Advance Mortgage Fund Not Available Not Rated 1.69% 6.6% 6.01% 70%
Advance Property Securities Fund Not Rated 2.62% 38.26% -22.01% 70%
Advance Property Securities Multi-blend Fund 2.79% 50.71% -20.94% 70%
Advance Sharemarket Fund - W'sale Units 0.07% 43.83% -1.17% 75%
All Star IAM Australian Share Fund Not Available Not Rated -1.53% 64.85% 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 Small Companies Fund On Hold 0.31% 62.17% -5.34% 60%
AMP Capital Australian Small Companies Fund A On Hold 0.23% 61.24% -5.71% 60%
AMP Capital Australian Small Companies Fund H On Hold 0.15% 60.82% -6.08% 60%
AMP Capital Blue Chip Fund A Not Rated 1.22% 46.23% -0.84% 75%
AMP Capital Core Plus Strategies Fund Not Rated 2.15% 6.1% 5.57% 75%
AMP Capital Corporate Bond Fund 2.99% 8.62% 5.77% 75%
AMP Capital Enhanced Index International Share Fund Not Rated 1.7% 11.08% -10.62% 70%
AMP Capital Enhanced Index Share Fund Not Rated -0.6% 44.38% -3.03% 75%
AMP Capital Enhanced Index Share Fund A Not Rated -0.66% 44.08% -3.22% 75%
AMP Capital Equity Fund On Hold 1.29% 42.32% -1.97% 75%
AMP Capital Equity Fund A On Hold 1.23% 42.16% -2.24% 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 1.92% 5.49% 6.2% 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 Share Fund Not Rated -1.3% 48.75% -2.99% 75%
AMP Capital Future Directions Australian Small Comp Fund A Not Rated -2.91% 63.38% -8.08% 60%
AMP Capital Future Directions Balanced Fund Not Rated 1.01% 26.9% -4.58% 70%
AMP Capital Future Directions Balanced Fund A Not Rated 0.95% 26.64% -4.78% 70%
AMP Capital Future Directions Conservative Fund Not Rated 1.54% 15.93% 0.47% 75%
AMP Capital Future Directions Core International Share Fund A Not Rated -0.31% 10.63% -12.76% 70%
AMP Capital Future Directions Extd Markets International Share Not Rated 2.47% 17.96% -9.17% 70%
AMP Capital Future Directions Extd Markets International Share A Not Rated 2.43% 17.77% -9.69% 70%
AMP Capital Future Directions Growth Fund Not Rated 0.73% 30.05% -5.8% 70%
AMP Capital Future Directions Growth Fund A Not Rated 0.69% 29.79% -5.98% 70%
AMP Capital Future Directions Hedged Core International Share A Not Rated 0.97% 46.94% -11.65% 75%
AMP Capital Future Directions High Growth Fund Not Rated 0.38% 32.39% -7.03% 70%
AMP Capital Future Directions High Growth Fund A Not Rated 0.35% 32.21% -7.12% 70%
AMP Capital Future Directions International Bond Not Rated 4.12% 23.62% 4.06% 70%
AMP Capital Future Directions International Bond Fund A Not Available Not Rated 4.03% n/a% n/a% 70%
AMP Capital Future Directions International Share Not Rated 0.65% 12.37% -11.89% 70%
AMP Capital Future Directions Moderately Conservative Not Rated 1.33% 21.83% -2.05% 70%
AMP Capital Future Directions Moderately Conservative A Not Rated 1.27% 21.5% -2.17% 70%
AMP Capital Global Growth Opportunities Fund A Not Rated -3.44% -11.05% 5.6% 60%
AMP Capital Global Property Securities Fund 4.11% 71.66% -15.92% 65%
AMP Capital Global Property Securities Fund A 4.04% 72.16% -16.02% 65%
AMP Capital Global Property Securities Fund H 3.96% 71.64% -16.26% 65%
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 A 2.01% 39.6% -24.63% 70%
AMP Capital Managed Treasury Fund Not Rated 1.06% 3.97% 5.75% 95%
AMP Capital Responsible Investment Leaders Australian Share A Not Rated -0.92% 40.34% -3.74% 75%
AMP Capital Responsible Investment Leaders Balanced 1.06% 22.01% -2.63% 70%
AMP Capital Responsible Investment Leaders Balanced A 1.01% 21.75% -2.88% 70%
AMP Capital Responsible Investment Leaders International Share 2.61% 6.98% -9.64% 70%
AMP Capital Responsible Investment Leaders International Share A 2.56% 6.8% -9.79% 70%
AMP Capital Sustainable Share Fund -0.67% 44.95% -4.02% 75%
AMP Capital Sustainable Share Fund A -0.73% 44.57% -4.3% 75%
AMP Capital Sustainable Share Fund H Not Available Not Rated -0.85% 43.87% 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 -0.23% 3.2% -18.13% 75%
AMP Flexible Lifetime Investments - AMP Australian Bond Not Rated 1.13% 3.81% 5.11% 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 -0.36% 44.48% -3.26% 75%
AMP Flexible Lifetime Investments - AMP Australian Share Enhanced Index Not Rated -0.99% 42.15% -4.45% 75%
AMP Flexible Lifetime Investments - AMP Balanced Enhanced Index Not Rated 0.54% 19.04% -5.69% 75%
AMP Flexible Lifetime Investments - AMP Balanced Growth Not Rated 0.21% 25.46% -5.42% 75%
AMP Flexible Lifetime Investments - AMP Conservative Not Rated 0.84% 13.79% -0.74% 75%
AMP Flexible Lifetime Investments - AMP Conservative Enh Index Not Rated 0.58% 10.02% 0.58% 75%
AMP Flexible Lifetime Investments - AMP Enhanced Cash Not Rated 2.55% 9.83% 3.12% 95%
AMP Flexible Lifetime Investments - AMP Equity Fund Not Rated 0.95% 45.19% -2.19% 75%
AMP Flexible Lifetime Investments - AMP High Growth Not Rated -0.21% 26.49% -7.37% 70%
AMP Flexible Lifetime Investments - AMP International Share Not Rated -0.12% 7.56% -13.86% 70%
AMP Flexible Lifetime Investments - AMP International Share Enhanced Index Not Rated 1.31% 9.33% -12.02% 70%
AMP Flexible Lifetime Investments - AMP Listed Property Trusts Not Rated 1.72% 38.07% -25.38% 70%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 1 Not Rated -0.88% 19.17% 1.62% 75%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 2 Not Rated -0.61% 19.76% 1.59% 75%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 3 Not Rated -0.32% 22.85% 0.71% 75%
AMP Flexible Lifetime Investments - AMP Small Companies Not Rated -0.04% 59.41% -6.78% 60%
AMP Flexible Lifetime Investments - AMP Sustainable Future Australian Share Fund -1.02% 42.89% -5.4% 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 -1.18% 50.73% -2.38% 75%
AMP Flexible Lifetime Investments - Barclays Australian Share Not Rated -2.34% 39.45% -6.44% 75%
AMP Flexible Lifetime Investments - Barclays Hedged International Share Not Rated 2.17% 42.63% -11.38% 75%
AMP Flexible Lifetime Investments - Barclays International Share Not Rated 0.59% 5.18% -14.64% 70%
AMP Flexible Lifetime Investments - Bernstein International Share Not Rated -1.4% 15.89% -20.07% 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 1.51% 9.23% n/a% 70%
AMP Flexible Lifetime Investments - BlackRock Income Not Rated 4.59% 65.17% -5.82% 75%
AMP Flexible Lifetime Investments - BT Active Balanced Not Rated 1.38% 10.92% -3.04% 75%
AMP Flexible Lifetime Investments - BT Active Conservative Not Rated 0.17% 5.71% -0.25% 75%
AMP Flexible Lifetime Investments - BT Australian Share Not Rated -1.35% 37.62% -2.92% 75%
AMP Flexible Lifetime Investments - Challenger High Yield Not Rated 1.26% 11.48% -10.8% 75%
AMP Flexible Lifetime Investments - Colonial First State Australian Share Not Rated -0.18% 44.31% -2.45% 75%
AMP Flexible Lifetime Investments - Fortis Investments Australian Equity -0.77% 40.32% -2.34% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Bond Not Rated 1.59% 4.13% 4.84% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Share Not Rated -1.62% 46.76% -4.27% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Small Companies Not Rated -3.22% 61.3% -9.28% 60%
AMP Flexible Lifetime Investments - Future Directions Balanced Not Rated 0.67% 25.25% -5.85% 70%
AMP Flexible Lifetime Investments - Future Directions Conservative Not Rated 1.21% 14.49% -0.9% 75%
AMP Flexible Lifetime Investments - Future Directions Extended Markets International Share Not Rated 2.12% 16.31% -10.87% 65%
AMP Flexible Lifetime Investments - Future Directions Growth Not Rated 0.41% 28.38% -7.07% 65%
AMP Flexible Lifetime Investments - Future Directions Hedged International Share Not Rated 0.68% 45.2% -12.7% 75%
AMP Flexible Lifetime Investments - Future Directions High Growth Not Rated 0.07% 30.71% -8.23% 65%
AMP Flexible Lifetime Investments - Future Directions International Bond Not Rated 3.79% 22.03% 2.71% 70%
AMP Flexible Lifetime Investments - Future Directions International Share Not Rated 0.32% 10.88% -13.09% 70%
AMP Flexible Lifetime Investments - Future Directions Moderately Conservative Not Rated 0.99% 20.19% -3.38% 70%
AMP Flexible Lifetime Investments - GMO International Share Not Rated -0.38% 2.08% -13.01% 75%
AMP Flexible Lifetime Investments - ING Managed Growth Not Rated 0.64% 4.6% -5.09% 75%
AMP Flexible Lifetime Investments - Lazard Australian Equity Not Rated -0.39% 45.75% -6.34% 75%
AMP Flexible Lifetime Investments - Lazard Global Equity Not Rated 0.51% 4.6% -11.88% 70%
AMP Flexible Lifetime Investments - Lazard Global Thematic Not Rated -0.36% 2.87% -7.69% 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 - Perennial Global Listed Property Not Rated 3.58% 58.17% -21.06% 65%
AMP Flexible Lifetime Investments - Perennial Value Australian Share -1.52% 55.09% -1.28% 75%
AMP Flexible Lifetime Investments - Perpetual Industrial Share Not Rated -0.5% 44.67% -4.65% 75%
AMP Flexible Lifetime Investments - RCM International Equities 1.05% 0.87% -11.86% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Australian Share Not Rated -1.21% 38.7% -4.96% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Balanced Not Rated 0.72% 20.35% -3.99% 70%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Conservative Not Rated 0.99% 10.6% 1.11% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Growth Not Rated 0.65% 25.14% -6.25% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders International Share Not Rated 2.24% 5.52% -10.9% 70%
AMP Flexible Lifetime Investments - Schroder Australian Equities Not Rated -0.31% 51.35% -1.79% 75%
AMP Flexible Lifetime Investments - SG Hiscock Listed Property Not Rated 0.77% 57.54% -26.04% 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 1.67% 4.12% 3.36% 95%
ANZ - Equity Imputation Trust Not Rated -1.23% 31.44% -4.94% 75%
ANZ - Fixed Interest Trust Not Rated 1.79% 4.74% 5.23% 75%
ANZ - Property Securities Trust Not Rated 0.84% 33.36% -21.16% 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 -1.83% 51.49% -3.41% 60%
ANZ OneAnswer Investment Platform - Ausbl Australian Emerging Leaders Trust - NE Not Rated -1.97% 50.29% -4.17% 60%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - EF/Sel Not Rated -0.96% 13.25% -19.19% 70%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - NE Not Rated -1.12% 12.3% -19.89% 70%
ANZ OneAnswer Investment Platform - BGI Australian Shares - NE Not Rated -2.23% 39.9% -6.66% 75%
ANZ OneAnswer Investment Platform - BGI Australian Shares EF/Sel Not Rated -2.08% 40.98% -5.88% 75%
ANZ OneAnswer Investment Platform - BGI International Shares - EF/Sel Not Rated 0.64% 5.9% -14.28% 70%
ANZ OneAnswer Investment Platform - BGI International Shares - NE Not Rated 0.51% 5.1% -14.95% 70%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - EF/Sel -1.77% 62.36% -4.47% 60%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - NE Not Rated -1.77% 62.36% -4.47% 60%
ANZ OneAnswer Investment Platform - Capital International Global Equity (H) EF/Slct Not Rated 1.58% 19.91% -7.33% 70%
ANZ OneAnswer Investment Platform - Colonial Imp - EF/Sel Not Rated -0.6% 44.39% -2.52% 75%
ANZ OneAnswer Investment Platform - Colonial Imp - NE Not Rated -0.74% 43.32% -3.32% 75%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - EF/Sel Not Rated 1.94% 39.64% -24.29% 70%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - NE Not Rated 1.8% 38.65% -24.9% 70%
ANZ OneAnswer Investment Platform - IML Australian Shares - EF/Sel Not Rated -0.19% 36.91% -2.91% 75%
ANZ OneAnswer Investment Platform - IML Australian Shares - NE Not Rated -0.34% 35.78% -3.72% 75%
ANZ OneAnswer Investment Platform - ING Active Growth - EF/Sel -0.32% 17.9% -10.07% 75%
ANZ OneAnswer Investment Platform - ING Active Growth - NE -0.46% 17.05% -10.76% 75%
ANZ OneAnswer Investment Platform - ING Australian Shares - EF/Sel -1.67% 35.33% -4.43% 75%
ANZ OneAnswer Investment Platform - ING Balanced - EF/Sel 0.14% 16.38% -3.75% 70%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - EF/Sel -1.46% 30.59% -5.48% 75%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - NE -1.6% 29.58% -6.23% 75%
ANZ OneAnswer Investment Platform - ING Conservative - EF/Sel 0.92% 10.54% -0.71% 75%
ANZ OneAnswer Investment Platform - ING Conservative - NE 0.77% 9.72% -1.51% 75%
ANZ OneAnswer Investment Platform - ING Diversified Fixed Interest - EF/Sel 1.42% 6.21% 2.04% 70%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - EF/Sel -0.59% 28.59% -5.65% 40%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - NE -0.74% 27.59% -6.4% 40%
ANZ OneAnswer Investment Platform - ING Global Sector - EF/Sel Not Rated 0.62% 14.37% -11.04% 70%
ANZ OneAnswer Investment Platform - ING Global Sector - NE Not Rated 0.47% 13.44% -11.75% 70%
ANZ OneAnswer Investment Platform - ING High Growth - EF/Sel -0.26% 22.07% -9.25% 70%
ANZ OneAnswer Investment Platform - ING High Growth - NE -0.4% 21.2% -9.94% 70%
ANZ OneAnswer Investment Platform - ING Income - EF/Sel Not Rated 0.9% 8.76% 0.7% 75%
ANZ OneAnswer Investment Platform - ING Income Plus - EF/Sel On Hold 0.18% 13.06% -1.09% 75%
ANZ OneAnswer Investment Platform - ING Income Plus - NE On Hold 0.21% 12.37% -1.8% 75%
ANZ OneAnswer Investment Platform - ING Managed Growth - EF/Sel 0.15% 18.28% -6.01% 70%
ANZ OneAnswer Investment Platform - ING Managed Growth - NE 0.01% 17.46% -6.71% 75%
ANZ OneAnswer Investment Platform - ING Property Securities - EF/Sel Not Rated 0.86% 34.16% -20.87% 70%
ANZ OneAnswer Investment Platform - ING Property Securities - NE Not Rated 0.73% 33.2% -21.48% 70%
ANZ OneAnswer Investment Platform - ING Sel Leaders - EF/Sel -1.62% 42.65% 1.6% 75%
ANZ OneAnswer Investment Platform - ING Sel Leaders - NE -1.62% 42.65% 1.6% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - EF/Sel Not Rated -1.37% 40.9% -0.27% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - NE Not Rated -1.51% 39.8% -1.05% 75%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - EF/Sel Not Rated 1.54% 5.46% 5.54% 75%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - NE Not Rated 1.4% 4.73% 4.72% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - EF/Sel Not Rated -0.84% 44.11% -4.43% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - NE Not Rated -0.99% 42.96% -5.19% 75%
ANZ OneAnswer Investment Platform - Option Enhanced Cash - EF/Sel Not Rated 0.94% 4.55% 4.15% 90%
ANZ OneAnswer Investment Platform - Option Enhanced Cash - NE Not Rated 0.8% 3.8% 3.35% 90%
ANZ OneAnswer Investment Platform - Option Global Shares - EF/Sel Not Rated 1.18% 10.73% -12.04% 70%
ANZ OneAnswer Investment Platform - Option Global Shares - NE Not Rated 1.03% 9.85% -12.75% 70%
ANZ OneAnswer Investment Platform - Option Global Small Companies - EF/Sel Not Rated 4.26% 17.33% -12.26% 60%
ANZ OneAnswer Investment Platform - Option Global Small Companies - NE Not Rated 4.11% 16.42% -12.96% 60%
ANZ OneAnswer Investment Platform - Option Growth - EF/Sel Not Rated 0.24% 26.38% -5.05% 70%
ANZ OneAnswer Investment Platform - Option Growth - NE Not Rated 0.1% 25.51% -5.78% 70%
ANZ OneAnswer Investment Platform - Option High Growth - EF/Sel Not Rated 0.02% 27.44% -6.54% 70%
ANZ OneAnswer Investment Platform - Option High Growth - NE Not Rated -0.12% 26.49% -7.27% 70%
ANZ OneAnswer Investment Platform - Option Moderate - EF/Sel Not Rated 0.85% 17.67% -1.79% 75%
ANZ OneAnswer Investment Platform - Option Moderate - NE Not Rated 0.7% 16.83% -2.54% 75%
ANZ OneAnswer Investment Platform - Option Property Securities - EF/Sel Not Rated 1.17% 39.92% -24.2% 70%
ANZ OneAnswer Investment Platform - Option Property Securities - NE Not Rated 1.03% 38.92% -24.79% 70%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - EF/Sel Not Rated -0.47% 47.25% -2.14% 75%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - NE Not Rated -0.62% 46.07% -2.95% 75%
ANZ OneAnswer Investment Platform - Perpetual International Shares - EF/Sel Not Rated 1.31% 4.69% -10.35% 70%
ANZ OneAnswer Investment Platform - Perpetual International Shares - NE Not Rated 1.15% 3.79% -11.13% 70%
ANZ OneAnswer Investment Platform - Platinum International Trust - NE Not Rated 1.53% 16.97% 1.17% 75%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - EF/Sel Not Rated 0.27% 52.57% -1.64% 75%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - NE Not Rated 0.11% 51.29% -2.47% 75%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - EF/Sel Not Rated 1.48% 8.2% 5.57% 70%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - NE Not Rated 1.33% 7.42% 4.72% 70%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - EF/Sel Not Rated -1.12% 42.81% -4.41% 75%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - NE Not Rated -1.25% 41.81% -5.14% 75%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - EF/Sel Not Rated 2.55% 46.33% -8.4% 75%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - NE Not Rated 2.41% 45.33% -9.11% 75%
ANZ OneAnswer Investment Platform - Zurich International Share Trust - NE Not Rated -0.97% 5.13% -6.82% 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 4.47% 24.05% -24.72% 65%
APN Property for Income Fund Not Rated 2.05% 22.19% -17.44% 70%
APN Property for Income Fund No. 2 Not Rated 2.18% 24.68% -23.56% 70%
Armytage Enhanced Leaders Fund Not Available Not Rated -1.8% 32.19% n/a% 75%
Arrowstreet Emerging Markets Fund Not Applicable Not Rated 2.86% 36.21% n/a% 40%
Arrowstreet Global Equity Fund 3.18% 16.65% -7.56% 70%
Arrowstreet Global Equity Fund (Hedged) 4.57% 58.25% 1.85% 75%
AUI - Platypus Australian Equities Trust - Retail -1.17% 53.08% -1.5% 75%
Ausbil Australian Active Equity Fund -0.33% 46.65% -0.39% 75%
Ausbil Australian Emerging Leaders Fund -1.51% 53.22% -2.39% 60%
Ausbil Australian Geared Equity Fund Not Applicable -2.86% 90.34% n/a% 40%
Ausbil Balanced Fund Not Rated 0.54% 23.43% -0.28% 70%
Aust Unity - Defined Income Trust Not Rated 2.94% 10.75% 5.97% 75%
Aust Unity Acorn Microcap Trust -4.28% 79.8% -3.62% 60%
Aust Unity Balanced Growth Portfolio Not Rated 0.01% 29.46% -2.58% 75%
Aust Unity Conservative Growth Portfolio Not Rated 0.87% 16.3% 2.95% 75%
Aust Unity Discovery Core Income Fund - Ret Not Rated 0.73% 2.92% 5.46% 75%
Aust Unity High Growth Portfolio Not Rated 0.1% 32.94% -5.67% 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 0.08% 33.45% -24.7% 70%
Austock Australian Equities Fund Not Rated -0.39% 53.9% -2.98% 75%
Austock Imp Bond Aberdeen Act. Hedged Int. Equitie Not Applicable Not Rated 0.93% 10.31% -8.06% 70%
Austock Imp Bond AMP Capital Australian Sm Co Not Applicable Not Rated 0.59% 44.68% -7.97% 60%
Austock Imp Bond Australian Equity Fund Not Rated 1.23% 42.38% -3.17% 75%
Austock Imp Bond Dim/Tyndall Australian Shares Not Applicable Not Rated -0.35% 46.97% -1.6% 75%
Austock Imp Bond High Yield Fund Not Applicable Not Rated 1.62% 6.04% -6.16% 70%
Austock Imp Bond Lazard Global Small Capital Fund (W) Not Applicable Not Rated 5.86% 22.81% -11.48% 60%
Austock Imp Bond Macquarie Treasury Fund Not Rated 0.59% 2.07% 3.63% 95%
Austock Imp Bond MLC Property Securities Not Rated 12% 51.82% -15.91% 70%
Austock Imp Bond Perpetual Australian Shares Not Applicable Not Rated 0.66% 35.63% -2.33% 75%
Austock Imp Bond Perpetual Balanced Growth Not Rated 1.06% 17.98% -3.05% 75%
Austock Imp Bond Perpetual Geared Australian Shares Not Applicable Not Rated 0.32% 81.26% -14.12% 40%
Austock Imp Bond Perpetual International Shares Not Applicable Not Rated 1% 5.85% -7.66% 70%
Austock Imp Bond Perpetual Monthly Income Not Applicable Not Rated 0.49% 1.83% 2.86% 70%
Austock Imp Bond Sectoral Blend Not Rated 2.39% 35.33% -6.18% 70%
Austock Imp Bond Tyndall Australian Bond Not Rated 0.94% 1.59% 3.86% 75%
Austock Imp Bond Tyndall International Bond Fund Not Applicable Not Rated 0.48% 5.35% -3.26% 70%
Austock Imp Bond UBS Diversified Credit Income Not Applicable Not Rated 1.89% 18.26% -1% 75%
Austock Imp Bond Vguard AustShares Index Not Rated 0.78% 33.21% -3.16% 75%
Austock Imp Bond VGuard International Share Index H Not Applicable Not Rated 2.27% 36.61% -6.7% 70%
Australian Ethical Balanced Trust Not Rated 0.7% 13.68% -2.85% 70%
Australian Ethical Income Trust Not Rated 1.03% 5.53% 4.52% 70%
Australian Ethical Larger Companies 0.35% 22.83% -6.28% 75%
Australian Ethical Smaller Companies 0.81% 33.87% 2.87% 70%
Australian Unity Mortgage Income Trust 1.11% 4.3% 5.66% 75%
Aviva Investors Personal Elite Opportunities Shares -1.12% 48.68% 1.85% 75%
Aviva Investors Prof Australian Equities -0.5% 46.8% -0.88% 75%
Aviva Investors Prof Dividend Builder 0.67% 47.95% -4.33% 75%
Aviva Investors Prof Elite Opportunities -0.96% 50.6% 1.61% 75%
Aviva Investors Prof High Growth Shares -1.57% 45.8% 3.17% 75%
Aviva Investors Prof Income Plus Growth Not Rated 6.26% -2.44% -0.06% 75%
Aviva Investors Prof Listed Property 2.18% 30.52% -18.76% 70%
Aviva Investors Prof Premier Fixed Income On Hold 1.83% 5.95% 6.37% 75%
Aviva Investors Prof Small Companies -5.37% 67.93% 0.46% 60%
AXA - Australian Equity - Industrials Not Rated 3.43% 28.04% 23.01% 75%
AXA - Australian Income Fund Not Rated 0.73% 2.45% 4.84% 75%
AXA - Australian Monthly Income Fund On Hold 0.91% 3.32% 5.52% 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 1.43% 8.17% -10.33% 70%
AXA Generations - Alliance Capital Australian Equity Growth 0.03% 42.71% -1.87% 75%
AXA Generations - Alliance Capital Cash Management Not Rated 1.03% 4.28% 4.36% 95%
AXA Generations - Alliance Capital Global Equity Growth -0.3% 7.07% -17.86% 75%
AXA Generations - Alternative Balanced Not Available Not Rated 1.52% 25.62% -5.5% 55%
AXA Generations - Australian Equities Not Rated -1.02% 44.16% -4.42% 75%
AXA Generations - Australian Monthly Income Not Rated 0.93% 3.36% 5.5% 75%
AXA Generations - AXA Balanced Not Rated 1.02% 15.25% -6.94% 75%
AXA Generations - AXA Growth Not Rated 0.75% 16.23% -9.21% 70%
AXA Generations - Balanced Not Rated 0.89% 26.67% -5.3% 75%
AXA Generations - Barclays Australian Equity Not Rated -2.01% 40.11% -6.01% 75%
AXA Generations - Barclays Australian Equity Index Not Rated -0.94% 42.48% -4.13% 75%
AXA Generations - Barclays Australian Fixed Interest Index Not Rated 1.15% 2.34% 5.39% 75%
AXA Generations - Barclays International Equity Index (Hedged) Not Rated 2.43% 44.75% -8.12% 75%
AXA Generations - Barclays International Equity Index (Unhedged) Not Rated 0.86% 7.63% -11.5% 70%
AXA Generations - Barclays International F/Int Index Not Rated 1.08% 8.26% 6.59% 70%
AXA Generations - Barclays Propty Securities Index Not Rated -4.83% 8.87% -22.16% 70%
AXA Generations - Bernstein Australian Equity Value -0.92% 47.65% -4.84% 75%
AXA Generations - Bernstein Global Equity Value -0.25% 13.36% -19.18% 70%
AXA Generations - Colonial First State Geared Australian Share Not Rated 4.18% 106.04% -13.03% 40%
AXA Generations - Defensive Not Rated 1.28% 15.33% -0.12% 75%
AXA Generations - Growth Not Rated 0.83% 31.14% -7.16% 70%
AXA Generations - High Growth Not Rated 0.61% 34.09% -8.46% 70%
AXA Generations - International Equities(Hedged) Not Rated 2.19% 40.66% -10.48% 75%
AXA Generations - International Equities(Unhedged) Not Rated 0.58% 6.32% -13.77% 70%
AXA Generations - Legg Mason Property Securities Not Rated 0.09% 50.23% -27.7% 70%
AXA Generations - Moderately Defensive Not Rated 1.15% 21.6% -2.78% 75%
AXA Generations - P Partners High Growth Australian Equity Not Rated -1.72% 44.02% 2.58% 75%
AXA Generations - Perpetual Industrial Equity -0.67% 44.89% -5.19% 75%
AXA Generations - PIMCO Global Fixed Interest 3.47% 22.55% 6.41% 70%
AXA Generations - Platinum International Equity Not Rated 1.77% 17.72% 2.08% 70%
AXA Generations - Schroders Australian Equity -0.63% 50.38% -1.84% 75%
AXA Generations - UBS Australian Equity Not Rated -1% 56.24% 1.4% 75%
AXA W Global Equity - Value Fund 0% 14.52% -18.41% 70%
Barclay Investment Funds - Australian Bond Indexed Fund Not Rated 1.47% 14.41% 6.84% 75%
Barclay Investment Funds - Capital Stable Fund Not Rated -4.19% -8.78% 0.11% 75%
Barclays Australian Equity Index Fund Not Rated -9.07% -36.29% -7.89% 75%
Barclays Hedged World Ex - Australia Equity Index Fund Not Rated n/a% n/a% n/a% 75%
Barclays Investment Funds - Balanced Fund Not Rated -9.08% -24.88% -6.09% 75%
Barclays Managed Inv - Diversified Growth Fund No.2 Not Available Not Rated 2.04% -8.39% 9.06%