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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
Fund Name Morningstar
Rating
More information...		 S&P
Rating
More information...		 Historical Returns* More information... Gearing Ratio
3 Mth 6 Mth 12 Mth
Aberdeen Australian Bond Fund 0.83% 1.44% 2.8% 70%
Aberdeen Australian Equities Fund On Hold -2.47% -8.71% 11.34% 75%
Aberdeen Australian Fixed Income Fund Not Rated 1.15% 2.83% 4.16% 70%
Aberdeen Australian Shares Fund Not Available Not Rated 1.88% 27.76% 23.59% 70%
Aberdeen Australian Small Companies Fund On Hold -10.49% -20.3% 9.34% 60%
Aberdeen Cash Plus Fund 1.59% 1.81% 4.65% 95%
Aberdeen Financials Fund Not Rated -7.74% -26.74% 3.48% 70%
Advance Australian Equity Growth Fund -6.32% -18.37% 8.64% 70%
Advance Australian Shares Multi-Blend Fund -2.37% -14.71% 9.09% 70%
Advance Australian Smaller Companies Fund -7.66% -20.46% 6.06% 60%
Advance Imputation Fund -3.4% -12.68% 7% 75%
Advance International Sharemarket Fund On Hold -6.96% -24.18% -2.84% 65%
Advance Property Securities Fund Not Rated -15.23% -36.96% -3.24% 65%
Advance Sharemarket Fund - W'sale Units -4.44% -13.72% 8.32% 70%
Advance Wsale Australian Smaller Companies Fund -7.39% -19.53% 7.3% 60%
Advance Wsale Imputation Fund -3.11% -11.63% 8.25% 75%
Advance Wsale Int'l Shares Multi-Blend Fund -3.42% -18.13% 2.78% 65%
Advance Wsale International Sharemarket Fund On Hold -6.79% -23.61% -1.97% 65%
Allianz Global Inv RCM Global Analysts' Choice Tr Not Rated 9.97% 15.73% 3.67% 65%
AMP Capital Active Quant Share Fund 0.2% -10.73% 12.85% 70%
AMP Capital Active Quant Share Fund A 0.09% -11.06% 15.21% 70%
AMP Capital Balanced Growth Fund A Not Rated -2.02% -11.89% 6.76% 70%
AMP Capital Conservative Fund A Not Rated -0.67% -4.4% 5.08% 70%
AMP Capital Core Plus Strategies Fund 0.44% 2.32% 2.97% 70%
AMP Capital Enhanced Index International Share Fd Not Rated -6.11% -21.86% 0.67% 65%
AMP Capital Enhanced Index Share Fund A -1.55% -13.28% 10.78% 70%
AMP Capital Enhanced Yield Fund A 2.65% 6.28% 7.7% 60%
AMP Capital Equity Fund On Hold 1.46% -9.68% 12.53% 75%
AMP Capital Equity Fund A On Hold 1.38% -10.05% 12.18% 75%
AMP Capital Future Directions Core International A -5.08% -21.4% 1.39% 60%
AMP Capital Future Directions Hedged Core Int ShA Not Rated 0.72% -13.42% 8.81% 60%
AMP Capital Global Growth Opportunities Fund Not Rated -5.22% -11.95% 6.6% 60%
AMP Capital Global Growth Opportunities Fund A Not Rated -5.27% -12.05% 5.15% 60%
AMP Capital International Bond Fund A Not Rated -1.8% -0.78% 2.24% 70%
AMP Capital International Share Fund -5.51% -21.39% 1.18% 65%
AMP Capital International Share Fund A -5.61% -21.62% 1.32% 65%
AMP Capital Investors Diversified Growth Fund Not Rated Not Rated 3% 5.84% -0.94% 70%
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% 65%
AMP Capital Investors-Australian Bond Index Fund Not Available Not Rated 0.46% 5.21% 6.42% 70%
AMP Capital Investors-Australian Share Index Fund Not Available Not Rated 3.02% 22.9% 18.42% 70%
AMP Capital Investors-Diversified Income-Class A Not Rated Not Rated -1.28% 6.1% 6.73% 65%
AMP Capital Listed Property Trusts Fund -17.3% -37.37% -2.11% 70%
AMP Capital Listed Property Trusts Fund A -17.42% -37.76% -2.55% 65%
AMP Capital Managed Treasury Fund Not Rated 2.07% 6.86% 6.22% 95%
AMP Capital Responsible Invest Leaders Balanced -2.31% -10.43% 7.93% 70%
AMP Capital Responsible Invest Leaders Balanced A -2.36% -10.7% 7.68% 70%
AMP Capital Responsible Invest Leaders Int Share -4.9% -20.37% 2.16% 65%
AMP Capital Responsible Invest Leaders Int Share A -4.93% -20.48% 2% 65%
AMP Capital Small Companies Fund A Not Rated 1.11% -13.99% 19.58% 55%
AMP Capital Sustainable Share Fund -2.1% -15.72% 12.08% 70%
AMP Capital Sustainable Share Fund A -2.16% -16.01% 11.76% 70%
AMP FLI - AMP Sustainable Future Bal Growth Fund Not Available Not Rated 5.75% 14.04% 7.15% 70%
AMP FLI - AMP Sustainable Future Int'l Share Not Available Not Rated 4% 8.54% -1.3% 65%
AMP FLI-AMP Balanced Growth Not Rated -2.29% -12.77% 5.75% 65%
AMP FLI-AMP Conservative Not Rated -0.92% -5.29% 4.09% 70%
AMP FLI-AMP Equity Fund Not Rated 1.11% -10.9% 11.09% 75%
AMP FLI-AMP High Growth Not Rated -2.52% -15.16% 6.18% 65%
AMP FLI-AMP Monthly Income Fund No 3 Not Rated -0.14% -5.03% 6.95% 70%
AMP FLI-AMP Small Companies Not Rated 0.85% -14.98% 18.42% 60%
AMP FLI-AMP Sustainable Future Aus Share Fund Not Rated -2.45% -17.07% 10.51% 70%
ANZ - Equity Imputation Trust Not Rated -1.85% -13.09% 11.69% 70%
ANZ - Fixed Interest Trust Not Rated -0.11% 0.74% 2.01% 70%
ANZ - Property Securities Trust Not Rated -14.25% -35.95% -2.05% 65%
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% 65%
ANZ OA IP ING Aust Shrs - EF/Sel Not Rated 0.36% -9.87% 11.8% 70%
ANZ OA IP ING Bal - EF/Sel -1.51% -8.87% 5.61% 70%
ANZ OA IP ING Blue Chip Imp - EF/Sel Not Rated -1.97% -13.72% 9.42% 70%
ANZ OA IP ING Cons - EF/Sel -2.16% -5.58% 3.42% 70%
ANZ OA IP ING Inc - EF/Sel Not Rated -0.77% -2.49% 5.06% 70%
ANZ OA IP ING Mngd Grwth - EF/Sel -2.43% -12.38% 5.01% 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 Australian Shares Fund Not Available Not Rated 6.92% 21.25% 23.84% 70%
ANZ Portfolio Mgr - Russell Internat'l Shares Fund Not Available Not Rated 6.64% 21.28% 12.73% 65%
APN International Property for Income Fund Not Rated -6.11% -16.56% 2.64% 65%
APN Property for Income Fund -10.33% -28.03% 2.92% 65%
Arrowstreet Global Equity Fund (Hedged) Not Rated -2.11% -23.03% 3.18% 65%
Ausbil - Australian Active Equity Fund 0.2% -10.34% 13.39% 70%
Ausbil - Australian Emerging Leaders Fund -2.47% -12.57% 14.26% 60%
Aust Unity Acorn Capital Ws Microcap Tr -1.36% -18.13% 18.03% 50%
Aust Unity Acorn Microcap Trust -1.55% -18.74% 16.74% 50%
Aust Unity Defined Income Trust 0.64% 5.28% 4.36% 70%