www.investsmart.com.au

Search
Margin Lending - Funds

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 6.08% 32.29% -5.05% 75%
5Di MIS Fund High Growth Portfolio Class A Not Rated 6.26% 26.09% -10.65% 70%
5Di MIS Fund International Share Portfolio Class A Not Rated 9.12% 33.43% -12.57% 70%
Aberdeen Actively Hedged International Equities Fund -2.35% -0.27% -10.82% 70%
Aberdeen Asian Opportunities Fund 4.18% 19.9% 2.65% 60%
Aberdeen Australian Equities Fund -0.2% 1.97% -4.59% 75%
Aberdeen Australian Fixed Income Fund On Hold 3.79% 12.28% 8.69% 80%
Aberdeen Australian Small Companies Fund 1.54% 11.09% -3.35% 70%
Aberdeen Balanced Fixed Income Fund Not Rated 3.88% 11.49% 8.75% 75%
Aberdeen Capital Growth Fund On Hold 0.86% 5.27% -3.81% 70%
Aberdeen Cash Enhanced Fund On Hold 1.58% 7.79% 6.45% 70%
Aberdeen Cash Fund On Hold 1.15% 3.87% 5.03% 70%
Aberdeen China Opportunities Fund 7.31% 17.62% 0.86% 60%
Aberdeen Classic Series Australian Equities Fund On Hold -0.21% 2% -6.79% 75%
Aberdeen Classic Series Australian Small Companies Fund 1.64% 12.22% -11.7% 70%
Aberdeen Emerging Opportunities Fund 2.72% 22.36% 6.16% 60%
Aberdeen Financials Fund -3.06% -0.05% -6.27% 70%
Aberdeen Fully Hedged International Equities Fund 0.9% 9.92% -9.33% 70%
Aberdeen High Grade Bond Fund Not Available Not Rated 2.68% 14.51% 7.5% 70%
Aberdeen Income Fund On Hold 0.82% 13.13% 2.05% 60%
Aberdeen Inflation Linked Bond Fund Not Rated 3.71% 11.58% 5.61% 60%
Aberdeen International Equity Fund -2.34% -0.92% -8.19% 70%
Aberdeen International Fixed Income Fund On Hold 4.7% 11.05% 9.2% 70%
Aberdeen Multi - Asset Income Fund On Hold 1.82% 6.43% -0.84% 70%
Aberdeen Passive - Enhanced Australian Fixed Income Not Rated 3.84% 12.12% 8.8% 75%
Aberdeen Select Inv Actively Hedged International Share Fund -2.22% -0.25% -10.98% 70%
Access Australian Shares Index Not Rated 0.2% 0.78% -7.9% 75%
Access Aviva Investors Cash Not Rated 1.08% 3.85% 4.25% 80%
Access Aviva Investors High Growth Shares Fund Not Rated 1.41% 0.78% -2.53% 70%
Access Aviva Premier Fixed Income Fund Not Rated 3.75% 9.43% 6.4% 75%
Access AXA Australian Monthly Income Not Rated 0.95% 3.09% 4.39% 70%
Access AXA Global Equity Value -7.59% -8.63% -21.4% 70%
Access BlackRock Combined Property Income Not Rated 2.22% 1.99% -13.78% 70%
Access BlackRock Monthly Income Not Rated 2.58% 16.35% -4.96% 70%
Access Challenger Howard Mortgage Not Rated 0.42% 2.21% 4.41% 65%
Access Colonial Colliers International Not Rated 4.35% 21.78% -13.83% 65%
Access Credit Suisse International Shares Not Rated -2.56% -1.43% -11.78% 65%
Access EQT PIMCO Global Bond Not Rated 5.86% 17.94% 9.75% 70%
Access ING Tax Effective Income 2.62% 4.58% -8.11% 70%
Access International Shares Index Not Rated -5.77% -5.46% -13.24% 70%
Access Investors Mutual Australian Share 0.88% 2.83% -5.61% 75%
Access Macquarie Property Securities Not Rated 3.15% 4.32% -23.54% 65%
Access Perpetual Industrial -1.68% -0.63% -7.45% 75%
Access Perpetual International Share Not Rated -6.4% -6.44% -12.39% 65%
Access Platinum International Not Rated -4.35% -2.6% 0.46% 70%
Access Pre Select Australian Equity Not Rated 0.64% 2.06% -6.58% 75%
Access Pre Select Australian Small Companies Not Rated 4.25% 9.29% -5.03% 70%
Access Pre Select Balanced Not Rated 0.95% 4.19% -2.03% 70%
Access Pre Select Boutique Australian Equity Not Rated -0.95% -0.3% -5.47% 75%
Access Pre Select Conservative Not Rated 1.58% 5.02% 1.26% 70%
Access Pre Select Growth Not Rated 0.12% 2.91% -5.2% 75%
Access Pre Select High Growth Not Rated -0.71% 1.45% -7.45% 70%
Access Pre Select International Equity Not Rated -4% -2.44% -13.51% 70%
Access Property Securities Index Not Rated 3.48% 4.43% -22.84% 70%
Access Schroder Australian Equity -1.59% -0.14% -5.13% 70%
Advance Asian Equity Fund 0.3% 0.49% -6.44% 65%
Advance Australian Fixed Interest Multi-blend Fund 2.76% 8.33% 5.67% 70%
Advance Australian Geared Equity Fund -6.83% -12.86% -30.58% 60%
Advance Australian Shares Multi-blend Fund -1.08% -0.19% -7.79% 75%
Advance Australian Smaller Companies Fund Not Rated 5.06% 14.93% -3.95% 70%
Advance Balanced Multi-blend Fund 0.48% 3.61% -4.5% 70%
Advance Defensive Multi-blend Fund 2.04% 6.2% 2.1% 70%
Advance Imputation Fund -1.21% -2.31% -5.76% 75%
Advance International Sharemarket Fund -6.22% -4.04% -15.19% 70%
Advance International Shares Multi-blend Fund -4.37% 6.8% -10.33% 70%
Advance Property Securities Fund Not Rated 2.65% 5.78% -21.6% 65%
Advance Sharemarket Fund - W'sale Units -1.22% -0.84% -4.78% 75%
All Star IAM Australian Share Fund Not Rated -0.24% -1.71% -2.89% 75%
Alpha Australian Blue Chip Fund Not Rated -0.43% 2.62% -5.01% 70%
Alpha Australian Small Companies Fund Not Rated 3.85% 5.95% -6.95% 75%
Alpha Enhanced Yield Fund Not Rated 2.63% 14.08% 9.69% 75%
Alpha Essentials Australian Blue Chip Fund Not Available Not Rated -0.68% 1.44% n/a% 70%
Alpha Essentials Australian Small Companies Fund Not Available Not Rated 3.62% 4.76% n/a% 75%
Alpha Essentials Enhanced Yield Fund Not Available Not Rated 2.34% 12.65% n/a% 75%
Alpha Essentials Global Opportunities Fund Not Available Not Rated -1.98% 0.65% n/a% 60%
Alpha Essentials Property Securities Fund Not Available Not Rated 4.13% 10.8% n/a% 75%
Alpha Global Opportunities Fund Not Rated -1.69% 1.88% -6% 60%
Alpha Property Securities Fund Not Rated 4.36% 12.11% -22.65% 75%
Alphinity Australian Share Fund -2.45% -0.61% -11.33% 75%
Alphinity Concentrated Australian Share Fund -2.84% -1.17% -16.81% 75%
Alphinity Socially Responsible Share Fund -2.19% -1.78% -13.31% 70%
AMP Capital Australian Small Companies Fund On Hold 5.54% 18.39% -6.32% 55%
AMP Capital Australian Small Companies Fund A On Hold 5.46% 18.02% -6.71% 70%
AMP Capital Australian Small Companies Fund H On Hold 5.37% 17.67% -6.96% 60%
AMP Capital Balanced Growth Fund 0.18% 3.45% -5.64% 65%
AMP Capital Balanced Growth Fund A 0.1% 3.13% -6% 70%
AMP Capital Conservative Fund Not Rated 1.22% 5.95% 0.53% 75%
AMP Capital Conservative Fund A Not Rated 1.08% 5.4% -0.03% 75%
AMP Capital Core Plus Strategies Fund Not Rated 3.6% 10.46% 7.1% 80%
AMP Capital Core Property Fund A 3% 7.54% -8.02% 60%
AMP Capital Core Property Fund H 2.9% 7.1% -8.32% 60%
AMP Capital Corporate Bond Fund 4% 13.35% 7.45% 75%
AMP Capital Enhanced Index International Share Fund Not Rated -4.97% -3.16% -11.54% 70%
AMP Capital Enhanced Index Share Fund Not Rated 0.7% 2.25% -6.79% 70%
AMP Capital Enhanced Index Share Fund A Not Rated 0.65% 2.05% -6.97% 70%
AMP Capital Enhanced Yield Fund Not Rated -0.28% -8.14% 0.65% 60%
AMP Capital Enhanced Yield Fund H Not Rated -0.42% 1.81% 3.84% 70%
AMP Capital Equity Fund On Hold -0.59% 0.95% -5.06% 75%
AMP Capital Equity Fund A On Hold -0.66% 0.69% -5.36% 75%
AMP Capital Future Directions Australian Bond Fund Not Rated 3.33% 10.04% 7.57% 80%
AMP Capital Future Directions Australian Share Fund Not Rated 0.08% 2.22% -6.43% 70%
AMP Capital Future Directions Australian Small Comp Fund A Not Rated 4.27% 14.84% -9.57% 60%
AMP Capital Future Directions Balanced Fund Not Rated 0.53% 5.39% -5.29% 70%
AMP Capital Future Directions Balanced Fund A Not Rated 0.48% 5.16% -5.48% 70%
AMP Capital Future Directions Conservative Fund Not Rated 1.71% 7.63% 0.75% 75%
AMP Capital Future Directions Core International Share Fund A Not Rated -4.63% -3.96% -13.59% 70%
AMP Capital Future Directions Extd Markets International Share Not Rated -4.83% 1.09% -8.91% 70%
AMP Capital Future Directions Extd Markets International Share A Not Rated -4.88% 0.93% -9.44% 70%
AMP Capital Future Directions Growth Fund Not Rated 0.1% 4.27% -6.9% 70%
AMP Capital Future Directions Growth Fund A Not Rated 0.06% 4.07% -7.09% 70%
AMP Capital Future Directions Hedged Core International Share A Not Rated -0.85% 4% -13.13% 70%
AMP Capital Future Directions High Growth Fund Not Rated -0.43% 2.84% -8.64% 70%
AMP Capital Future Directions High Growth Fund A Not Rated -0.46% 2.72% -8.73% 70%
AMP Capital Future Directions International Bond Not Rated 3.82% 17.59% 6.44% 75%
AMP Capital Future Directions International Bond Fund A Not Available Not Rated 3.71% 17.13% n/a% 70%
AMP Capital Future Directions International Share Not Rated -4.4% -2.67% -12.42% 70%
AMP Capital Future Directions International Share Fund A Not Rated Not Rated -4.43% -2.76% n/a% 70%
AMP Capital Future Directions Moderately Conservative Not Rated 1.23% 7.08% -2.15% 70%
AMP Capital Future Directions Moderately Conservative A Not Rated 1.15% 6.78% -2.3% 70%
AMP Capital Global Property Securities Fund 3.77% 19.07% -9.73% 65%
AMP Capital Global Property Securities Fund A 3.7% 18.71% -10.01% 70%
AMP Capital Global Property Securities Fund H 3.6% 18.36% -10.29% 65%
AMP Capital Global Technology Fund Not Rated -7.52% 0.71% -13% 50%
AMP Capital High Growth Fund Not Rated -0.58% 1.55% -8.33% 65%
AMP Capital International Bond Fund Not Rated 3.96% 16.77% 5.89% 70%
AMP Capital International Bond Fund A Not Rated 3.87% 16.43% 5.52% 70%
AMP Capital International Share Fund Not Rated -4.61% -3.81% -13.53% 65%
AMP Capital International Share Fund A Not Rated -4.65% -4.01% -13.73% 65%
AMP Capital Listed Property Trusts Fund A 2.85% 4.22% -24.41% 65%
AMP Capital Managed Treasury Fund Not Rated 1.29% 4.57% 5.55% 60%
AMP Capital Responsible Investment Leaders Australian Share A Not Rated -0.62% -1.07% -8.2% 75%
AMP Capital Responsible Investment Leaders Balanced 0.26% 2.95% -4.17% 70%
AMP Capital Responsible Investment Leaders Balanced A 0.2% 2.73% -4.42% 65%
AMP Capital Responsible Investment Leaders International Share -4.55% -2.01% -10.37% 65%
AMP Capital Responsible Investment Leaders International Share A -4.57% -2.17% -10.52% 65%
AMP Capital Structured High Yield Fund A Not Rated -1.1% -4.2% 4.76% 75%
AMP Capital Sustainable Share Fund -1.56% -1.18% -9.25% 60%
AMP Capital Sustainable Share Fund A -1.62% -1.44% -9.53% 75%
AMP Capital Sustainable Share Fund H Not Rated -1.73% -1.89% -9.93% 75%
AMP Capital Value Plus Australian Share Fund Not Rated 0.94% 1.77% -6.13% 70%
AMP Flexible Lifetime Investments - Alliance International Share Not Rated -7.27% -6.32% -19.15% 70%
AMP Flexible Lifetime Investments - AMP Australian Bond Not Rated 3.15% 8.77% 6.66% 75%
AMP Flexible Lifetime Investments - AMP Australian Bond Fund Not Rated 1% 1% 2.61% 80%
AMP Flexible Lifetime Investments - AMP Australian Share Not Rated 0.01% 0.58% -7.51% 75%
AMP Flexible Lifetime Investments - AMP Australian Share Enhanced Index Not Rated 0.3% 0.66% -8.14% 75%
AMP Flexible Lifetime Investments - AMP Balanced Enhanced Index Not Rated -0.24% 2.63% -6.59% 70%
AMP Flexible Lifetime Investments - AMP Balanced Growth Not Rated -0.19% 2% -6.96% 75%
AMP Flexible Lifetime Investments - AMP Conservative Not Rated 0.81% 4.34% -0.98% 70%
AMP Flexible Lifetime Investments - AMP Conservative Enh Index Not Rated 1.54% 4.4% 0.66% 75%
AMP Flexible Lifetime Investments - AMP Enhanced Cash Not Rated 1.49% 7.79% 3.41% 80%
AMP Flexible Lifetime Investments - AMP Equity Fund Not Rated -0.96% -0.46% -6.31% 75%
AMP Flexible Lifetime Investments - AMP High Growth Not Rated -0.94% 0.23% -9.47% 70%
AMP Flexible Lifetime Investments - AMP International Share Not Rated -4.97% -5.2% -14.79% 70%
AMP Flexible Lifetime Investments - AMP International Share Enhanced Index Not Rated -5.36% -4.7% -12.93% 75%
AMP Flexible Lifetime Investments - AMP Listed Property Trusts Not Rated 2.52% 3.04% -25.16% 65%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 1 Not Rated 1.4% 2.7% -0.57% 75%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 2 Not Rated 1.28% 2.93% -0.7% 70%
AMP Flexible Lifetime Investments - AMP Monthly Income Fund No 3 Not Rated 1.27% 3.25% -1.43% 70%
AMP Flexible Lifetime Investments - AMP Small Companies Not Rated 5.16% 16.73% -7.73% 70%
AMP Flexible Lifetime Investments - AMP Sustainable Future Australian Share Fund -1.93% -2.61% -10.53% 75%
AMP Flexible Lifetime Investments - AMP Value Plus Not Rated 0.58% 0.38% -7.4% 75%
AMP Flexible Lifetime Investments - Bernstein International Share Not Rated -7.71% -9.6% -21.23% 75%
AMP Flexible Lifetime Investments - BlackRock Global Bond Not Rated 3.59% 10.26% 6.88% 70%
AMP Flexible Lifetime Investments - BlackRock Income Not Rated 3.34% 17.09% -5.23% 75%
AMP Flexible Lifetime Investments - BlackRock Scientific Australian Share Not Rated 0.84% -0.57% -10.33% 75%
AMP Flexible Lifetime Investments - BlackRock Scientific Hedged International Share Not Rated -2.41% 1.21% -12.77% 70%
AMP Flexible Lifetime Investments - BlackRock Scientific International Share Not Rated -6.3% -7.01% -15.33% 70%
AMP Flexible Lifetime Investments - BT Australian Share Not Rated -0.63% -1.91% -7.05% 75%
AMP Flexible Lifetime Investments - Challenger High Yield Not Rated 1.39% 5.91% -9.6% 70%
AMP Flexible Lifetime Investments - Colonial First State Australian Share Not Rated -0.57% 1.74% -6.04% 75%
AMP Flexible Lifetime Investments - Fortis Investments Australian Equity -1.5% -1.46% -6.24% 75%
AMP Flexible Lifetime Investments - Future Directions Asian Share Not Available Not Rated -0.59% 7.54% n/a% 55%
AMP Flexible Lifetime Investments - Future Directions Australian Bond Not Rated 2.98% 8.61% 6.19% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Share Not Rated -0.28% 0.84% -7.66% 75%
AMP Flexible Lifetime Investments - Future Directions Australian Small Companies Not Rated 3.93% 13.38% -10.75% 60%
AMP Flexible Lifetime Investments - Future Directions Balanced Not Rated 0.18% 4.01% -6.55% 70%
AMP Flexible Lifetime Investments - Future Directions Conservative Not Rated 1.34% 6.11% -0.64% 70%
AMP Flexible Lifetime Investments - Future Directions Extended Markets International Share Not Rated -5.2% -0.36% -10.6% 70%
AMP Flexible Lifetime Investments - Future Directions Growth Not Rated -0.22% 2.94% -8.15% 70%
AMP Flexible Lifetime Investments - Future Directions Hedged International Share Not Rated -1.16% 2.77% -14.15% 70%
AMP Flexible Lifetime Investments - Future Directions High Growth Not Rated -0.77% 1.53% -9.83% 70%
AMP Flexible Lifetime Investments - Future Directions International Bond Not Rated 3.44% 16.02% 5.05% 80%
AMP Flexible Lifetime Investments - Future Directions International Share Not Rated -4.75% -4% -13.62% 70%
AMP Flexible Lifetime Investments - Future Directions Moderately Conservative Not Rated 0.87% 5.63% -3.46% 70%
AMP Flexible Lifetime Investments - Future Directions Property Not Rated 3.81% 10.4% -12.83% 60%
AMP Flexible Lifetime Investments - GMO International Share Not Rated -4.29% -6.39% -13.56% 70%
AMP Flexible Lifetime Investments - Lazard Australian Equity Not Rated 1.1% -0.57% -8.92% 75%
AMP Flexible Lifetime Investments - Lazard Global Equity Not Rated -4.09% -5.5% -12.36% 70%
AMP Flexible Lifetime Investments - Lazard Global Thematic Not Rated -3.78% -4.99% -8.96% 70%
AMP Flexible Lifetime Investments - Perennial Global Listed Property Not Rated 4.03% 14.48% -15.8% 65%
AMP Flexible Lifetime Investments - Perennial Value Australian Share -1.67% -2.87% -5.88% 70%
AMP Flexible Lifetime Investments - Perpetual Industrial Share Not Rated -1.54% -0.75% -7.89% 70%
AMP Flexible Lifetime Investments - RCM International Equities -7.25% -6.5% -14.72% 70%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Australian Share Not Rated -0.95% -2.25% -9.36% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Balanced Not Rated -0.1% 1.52% -5.55% 70%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Conservative Not Rated 1.37% 4.58% 0.99% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders Growth Not Rated -1.15% 0.27% -8.22% 75%
AMP Flexible Lifetime Investments - Responsible Investment Leaders International Share Not Rated -4.86% -3.37% -11.62% 70%
AMP Flexible Lifetime Investments - Schroder Australian Equities Not Rated -1.09% -0.08% -5.34% 75%
AMP Flexible Lifetime Investments - SG Hiscock Listed Property Not Rated 2.64% 3.01% -26.02% 70%
AMP Flexible Lifetime Investments - T. Rowe Price Global Equity Not Available Not Rated -6.03% -4.91% n/a% 70%
AMP Flexible Lifetime Investments - Tyndall Australian Share Value Not Available Not Rated -2.27% -2.54% n/a% 75%
ANZ - Cash Plus Fund Not Rated 1.28% 6.9% 3.35% 80%
ANZ - Equity Imputation Trust Not Rated 0.37% -1.4% -8.98% 70%
ANZ - Fixed Interest Trust Not Rated 3.29% 8.54% 6.42% 80%
ANZ - Property Securities Trust Not Rated 3.18% 3.76% -20.6% 70%
ANZ OneAnswer INV BlackRock Scientific Australian Equity DEF Not Rated 0.45% -0.98% -10.83% 75%
ANZ OneAnswer INV BlackRock Scientific Australian Equity EF Not Rated -6.12% 7.43% -8.82% 75%
ANZ OneAnswer INV BlackRock Scientific International Equity DEF Not Rated -6.62% -7.38% -16.32% 70%
ANZ OneAnswer INV BlackRock Scientific International Equity EF Not Rated -3.44% -1.68% -13.66% 70%
ANZ OneAnswer Investment Platform - Ausbl Australian Emerging Leaders Trust - EF/Sel -9.51% 7.78% -7.21% 70%
ANZ OneAnswer Investment Platform - Ausbl Australian Emerging Leaders Trust - NE Not Rated -2.49% -0.89% -6.44% 70%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - EF/Sel Not Rated -5.76% -0.35% -19.87% 70%
ANZ OneAnswer Investment Platform - AXA Global Equity Value - NE Not Rated -7.27% -10.43% -21.62% 70%
ANZ OneAnswer Investment Platform - BlackRock Monthly Income Trust - NE Not Rated -1.86% 18.64% -6.57% 60%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - EF/Sel 3.78% 11.06% -5.76% 60%
ANZ OneAnswer Investment Platform - BT Small Companies Trust - NE Not Rated 3.78% 11.06% -5.76% 70%
ANZ OneAnswer Investment Platform - Capital International Global Equity (H) EF/Slct Not Rated -6.58% 7.53% -7.03% 70%
ANZ OneAnswer Investment Platform - Colonial Imp - EF/Sel Not Rated -5.93% 10.03% -4.74% 65%
ANZ OneAnswer Investment Platform - Colonial Imp - NE Not Rated -0.59% 1.11% -6.8% 70%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - EF/Sel Not Rated -4.51% 14.89% -22.41% 65%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Property Securities - NE Not Rated 1.99% 2.83% -24.18% 65%
ANZ OneAnswer Investment Platform - Credit Suisse Asset Managements Synd Loan Trust - NE Not Rated 0.28% 18.48% 4.21% 70%
ANZ OneAnswer Investment Platform - IML Australian Shares - EF/Sel Not Rated -4.32% 11.93% -4.98% 75%
ANZ OneAnswer Investment Platform - IML Australian Shares - NE Not Rated 0.69% 1.99% -6.54% 70%
ANZ OneAnswer Investment Platform - ING Active Growth - EF/Sel -3.44% 5.1% -10.91% 75%
ANZ OneAnswer Investment Platform - ING Active Growth - NE -1.49% -0.48% -12.47% 70%
ANZ OneAnswer Investment Platform - ING Australian Shares - EF/Sel -6.56% 6.03% -7.72% 75%
ANZ OneAnswer Investment Platform - ING Australian Shares - NE -0.39% -2.02% -8.79% 70%
ANZ OneAnswer Investment Platform - ING Balanced - EF/Sel -2.42% 6.67% -4.32% 70%
ANZ OneAnswer Investment Platform - ING Balanced - NE -0.58% 1.68% -5.65% 70%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - EF/Sel -5.37% 6.13% -8.26% 70%
ANZ OneAnswer Investment Platform - ING Blue Chip Imp - NE -0.04% -2.94% -10.29% 75%
ANZ OneAnswer Investment Platform - ING Conservative - EF/Sel 0.03% 7.83% -0.29% 70%
ANZ OneAnswer Investment Platform - ING Conservative - NE 1.51% 4.74% -1.4% 70%
ANZ OneAnswer Investment Platform - ING Diversified Fixed Interest - EF/Sel 2.06% 8.63% 3% 70%
ANZ OneAnswer Investment Platform - ING Diversified High Yield - NE 1.69% 10.52% -0.95% 75%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - EF/Sel -0.43% 7.9% -8.28% 40%
ANZ OneAnswer Investment Platform - ING Global Emerging Markets - NE -2.51% 7.21% -10.04% 60%
ANZ OneAnswer Investment Platform - ING Global Sector - EF/Sel Not Rated -3.24% -1.59% -10.82% 70%
ANZ OneAnswer Investment Platform - ING Global Sector - NE Not Rated -6.03% -6.35% -13.47% 70%
ANZ OneAnswer Investment Platform - ING High Growth - EF/Sel -4.35% 4.38% -10.29% 70%
ANZ OneAnswer Investment Platform - ING High Growth - NE -3.6% -2.57% -12.11% 70%
ANZ OneAnswer Investment Platform - ING Income - EF/Sel Not Rated 0.54% 7.5% 1.09% 70%
ANZ OneAnswer Investment Platform - ING Income - NE Not Rated 0.4% 6.73% 0.29% 70%
ANZ OneAnswer Investment Platform - ING Income Plus - EF/Sel On Hold -1.21% 5.91% -1.55% 70%
ANZ OneAnswer Investment Platform - ING Income Plus - NE On Hold -1.35% 5.25% -2.28% 70%
ANZ OneAnswer Investment Platform - ING Managed Growth - EF/Sel -3.09% 7.25% -6.36% 70%
ANZ OneAnswer Investment Platform - ING Managed Growth - NE -1.03% 1.24% -7.83% 70%
ANZ OneAnswer Investment Platform - ING Property Securities - EF/Sel Not Rated -4.03% 15.38% -19.33% 70%
ANZ OneAnswer Investment Platform - ING Property Securities - NE Not Rated 3.01% 3.33% -20.94% 65%
ANZ OneAnswer Investment Platform - ING Sel Leaders - EF/Sel 0.63% -0.28% -2.03% 75%
ANZ OneAnswer Investment Platform - ING Sel Leaders - NE 0.63% -0.28% -2.03% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - EF/Sel Not Rated -6.24% 8.92% -4.56% 75%
ANZ OneAnswer Investment Platform - ING Sus Inv Australian Shares - NE Not Rated -0.94% -1.53% -6.38% 75%
ANZ OneAnswer Investment Platform - ING Tax Effective Income - EF/Sel -2.69% 11.49% -7.09% 75%
ANZ OneAnswer Investment Platform - ING Tax Effective Income - NE 2.64% 4.18% -8.61% 70%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - EF/Sel Not Rated 2.83% 8.72% 6.76% 75%
ANZ OneAnswer Investment Platform - Option Australian Fixed Interest - NE Not Rated 3.07% 8.65% 6.32% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - EF/Sel Not Rated -6.85% 6.95% -7.63% 75%
ANZ OneAnswer Investment Platform - Option Australian Shares - NE Not Rated -1.7% -1.97% -9.32% 70%
ANZ OneAnswer Investment Platform - Option Balanced Trust - NE Not Rated -0.75% 1.83% -6.2% 70%
ANZ OneAnswer Investment Platform - Option Conservative - NE Not Rated 0.71% 3.85% -0.51% 70%
ANZ OneAnswer Investment Platform - Option Enhanced Cash - NE Not Rated 0.69% 2.8% 3.28% 80%
ANZ OneAnswer Investment Platform - Option Global Shares - EF/Sel Not Rated -3.29% 3.72% -11.71% 70%
ANZ OneAnswer Investment Platform - Option Global Shares - NE Not Rated -5.32% -1.99% -13.99% 70%
ANZ OneAnswer Investment Platform - Option Global Small Companies - EF/Sel Not Rated -2.85% 7.95% -11.93% 60%
ANZ OneAnswer Investment Platform - Option Global Small Companies - NE Not Rated -6.5% 0.94% -14.01% 70%
ANZ OneAnswer Investment Platform - Option Growth - EF/Sel Not Rated -3.9% 7.39% -6.14% 70%
ANZ OneAnswer Investment Platform - Option Growth - NE Not Rated -1.25% 1.02% -7.8% 70%
ANZ OneAnswer Investment Platform - Option High Growth - EF/Sel Not Rated -4.63% 6.17% -8.18% 70%
ANZ OneAnswer Investment Platform - Option High Growth - NE Not Rated -2.79% -0.55% -10.09% 70%
ANZ OneAnswer Investment Platform - Option Moderate - EF/Sel Not Rated -1.82% 7.93% -1.93% 70%
ANZ OneAnswer Investment Platform - Option Moderate - NE Not Rated 0.12% 3.31% -3.22% 70%
ANZ OneAnswer Investment Platform - Option Property Securities - EF/Sel Not Rated -5.1% 16.03% -22.46% 70%
ANZ OneAnswer Investment Platform - Option Property Securities - NE Not Rated 2.53% 3.14% -23.84% 70%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - EF/Sel Not Rated -4.78% 11.58% -3.97% 75%
ANZ OneAnswer Investment Platform - Perpetual Australian Shares - NE Not Rated -0.45% 2.56% -6.3% 70%
ANZ OneAnswer Investment Platform - Perpetual Conservative Growth Trust - NE Not Rated 0.69% 3.97% 0.77% 70%
ANZ OneAnswer Investment Platform - Perpetual International Shares - EF/Sel Not Rated -4.53% -2.13% -10.17% 70%
ANZ OneAnswer Investment Platform - Perpetual International Shares - NE Not Rated -6.47% -7.14% -13.15% 70%
ANZ OneAnswer Investment Platform - Platinum International Trust - NE Not Rated -4.5% -3.39% -0.38% 70%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - EF/Sel Not Rated -5.57% 11.75% -3.58% 75%
ANZ OneAnswer Investment Platform - Schroder Australian Equity - NE Not Rated -1.69% -0.67% -5.93% 75%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - EF/Sel Not Rated 1.35% 9.15% 6.5% 70%
ANZ OneAnswer Investment Platform - UBS Diversified Fixed Income - NE Not Rated 2.62% 7.97% 5.99% 70%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - EF/Sel Not Rated -6.27% 8.52% -7.1% 75%
ANZ OneAnswer Investment Platform - Vangard Australian Shares Index - NE Not Rated 0.07% -0.03% -8.86% 70%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - EF/Sel Not Rated -6.4% 11.02% -9.47% 70%
ANZ OneAnswer Investment Platform - Vangard International Shares Index Hedged - NE Not Rated -1.75% 2.83% -10.71% 70%
ANZ OneAnswer Investment Platform - Zurich International Share Trust - NE Not Rated -4.58% -5.31% -8.11% 75%
APN AREIT Fund Not Rated 4.31% 11.14% n/a% 70%
APN Diversified Property Fund Not Available Not Rated -2.9% -2.71% -15.1% 55%
APN Property for Income Fund Not Rated 2.85% 6.39% -18.34% 70%
APN Property for Income Fund No. 2 Not Rated 2.2% 6.55% -24.63% 70%
Armytage Enhanced Leaders Fund Not Available Not Rated -1.85% -0.63% -5.44% 75%
Armytage Strategic Opportunities Retail Fund Not Rated 0.35% -2% -13.83% 75%
Arnhem Australian Equity Fund -1.47% -0.12% -5.2% 75%
Arnhem Concentrated Australian Equity Fund Not Rated -1.23% -0.67% -7.09% 70%
Arrowstreet Emerging Markets Fund Not Rated 0.11% 11.87% -1.61% 50%
Arrowstreet Global Equity Fund -4.72% -0.91% -9.35% 70%
Arrowstreet Global Equity Fund (Hedged) 0.16% 9.09% -0.45% 70%
AUI - Platypus Australian Equities Trust - Retail 0.12% 2.26% -6.57% 75%
AUI - Vianova Strategic Fixed Interest Trust - Retail 2.24% 6.96% 7.05% 80%
Ausbil Australian Active Equity Fund -0.92% -0.2% -4.99% 75%
Ausbil Australian Emerging Leaders Fund -2.06% 0.99% -4.7% 70%
Ausbil Australian Geared Equity Fund -4.26% -10.29% -23.53% 50%
Ausbil Balanced Fund Not Rated -0.79% 2.06% -2.35% 70%
Aust Unity Acorn Microcap Trust 4.65% 9.94% -6.21% 70%
Aust Unity Balanced Growth Bond Not Rated -0.59% 1.63% -3.61% 65%
Aust Unity Balanced Growth Portfolio Not Rated -0.87% 3.86% -4.24% 65%
Aust Unity Conservative Growth Portfolio Not Rated 0.82% 5.02% 2.15% 65%
Aust Unity High Yield Mortgage Trust On Hold 0.66% 2.62% 4.76% 60%
Aust Unity Property Income Fund - Retail Units Not Rated 0.09% 1.89% -3.92% 65%
Aust Unity Property Securities Ordinary Not Rated 0.23% 1.97% -24.53% 60%
Austock Imp Bond Aberdeen Act. Hedged Int. Equitie Not Available Not Rated -1.25% -1.42% -8.03% 70%
Austock Imp Bond AMP Capital International Property Securities Not Applicable Not Rated 1.76% 11% n/a% 65%
Austock Imp Bond Australian Equity Fund Not Rated -0.91% 2.51% -4.99% 75%
Austock Imp Bond Dim/Tyndall Australian Shares Not Available Not Rated -0.01% -0.75% -3.77% 75%
Austock Imp Bond Hybrid Securities Fund Not Available Not Rated 1.88% 5.48% -5.53% 70%
Austock Imp Bond Lazard Global Small Capital Fund (W) Not Available Not Rated -4.17% 3.62% -9.69% 60%
Austock Imp Bond Macquarie Treasury Fund Not Rated 0.75% 2.55% 3.47% 90%
Austock Imp Bond MLC Horizon 4 Balanced Not Available Not Rated 1.25% 9.79% n/a% 75%
Austock Imp Bond MLC Property Securities Not Rated 4.17% 36.39% -14.37% 70%
Austock Imp Bond Perpetual Australian Shares Not Available Not Rated 1.74% 3.17% -3.2% 75%
Austock Imp Bond Perpetual Balanced Growth Not Rated -0.08% 1.14% -3.33% 70%
Austock Imp Bond Perpetual Ethical SRI Not Applicable Not Rated 0.76% 9.63% n/a% 70%
Austock Imp Bond Perpetual Geared Australian Shares Not Available Not Rated 3.13% 2.15% -15.58% 40%
Austock Imp Bond Perpetual Industrial Shares Not Applicable Not Rated 1.53% 0.91% n/a% 70%
Austock Imp Bond Perpetual International Shares Not Available Not Rated -4.03% -4.96% -8.65% 70%
Austock Imp Bond Sectoral Blend Not Rated 1.08% 8.54% -5.83% 70%
Austock Imp Bond Tyndall Australian Bond Not Rated 2.04% 4.8% 4.67% 70%
Austock Imp Bond Tyndall International Bond Fund Not Available Not Rated 2.81% 6.9% -1.43% 70%
Austock Imp Bond UBS Diversified Credit Income Not Available Not Rated 0.08% 8.64% -0.43% 75%
Austock Imp Bond Vguard Australian Fixed Interest Index Not Available Not Rated 2.24% 5.07% n/a% 75%
Austock Imp Bond Vguard AustShares Index Not Rated 0.65% 1.93% -4.42% 75%
Austock Imp Bond VGuard International Share Index H Not Available Not Rated -0.69% 2.97% -6.92% 70%
Austock Imp Bond Vguard Property Securities Index Not Applicable Not Rated 2.95% 4.38% n/a% 70%
Austock Imputation Bond Fairview Emerging Comp Not Available Not Rated 6.82% 15.17% -5.34% 60%
Australian Ethical Balanced Trust Not Rated 0.08% 0.54% -3.88% 70%
Australian Ethical Income Trust Not Rated 1.09% 4.48% 4.44% 70%
Australian Ethical Larger Companies -3.22% -3.85% -8.64% 75%
Australian Ethical Smaller Companies -2.91% -4.45% -2.15% 70%
AV Chindia Opportunities Fund Not Rated -1.22% 5.01% -7.02% 60%
Aviva Investors Australian Resources Fund Not Applicable Not Rated 1.16% 3.25% n/a% 50%
Aviva Investors Personal Australian Shares Not Rated 0.47% 2.01% -5.16% 70%
Aviva Investors Personal Elite Opportunities Shares 0.71% 2.1% -1.26% 70%
Aviva Investors Personal High Growth Shares Not Rated 1.47% 1.17% -2.22% 70%
Aviva Investors Prof Australian Equities 0.78% 2.66% -4.42% 75%
Aviva Investors Prof Dividend Builder 1.75% 3.9% -6.21% 70%
Aviva Investors Prof Elite Opportunities 0.83% 2.79% -1.6% 70%
Aviva Investors Prof High Growth Shares 1.71% 2.03% -1.58% 70%
Aviva Investors Prof Listed Property 3.51% 7.46% -18.79% 65%
Aviva Investors Prof Premier Fixed Income On Hold 4.1% 10.82% 7.77% 70%
Aviva Investors Prof Small Companies 4.96% 5.04% -2.75% 70%
Aviva Investors Prof Sustainable Investment Not Rated 0.02% 1.01% -3.12% 70%
AXA - Australian Income Fund Not Rated 0.7% 2.67% 4.37% 70%
AXA - Australian Monthly Income Fund On Hold 1.11% 3.75% 5.23% 70%
AXA - Cash Management Trust Not Available Not Rated n/a% n/a% n/a% 80%
AXA Generations - Aberdeen Global Equity Fund Not Rated -2.59% -1.41% -11.63% 70%
AXA Generations - Alliance Capital Australian Equity Growth -0.17% 1.53% -6.04% 75%
AXA Generations - Alliance Capital Cash Management Not Rated 1.13% 4.18% 4.17% 80%
AXA Generations - Alliance Capital Global Equity Growth -7.04% -4.2% -19.69% 70%
AXA Generations - Alternative Balanced Not Available Not Rated 0.7% 5.4% -5.99% 55%
AXA Generations - Australian Equities Not Rated 0.1% -0.34% -8.2% 75%
AXA Generations - AXA Balanced Not Rated 1.02% 15.25% -6.94% 65%
AXA Generations - AXA Defensive Balanced Not Rated 1.46% 12.56% -3.91% 70%
AXA Generations - AXA Growth Not Rated 0.75% 16.23% -9.21% 65%
AXA Generations - Balanced Not Rated 0.21% 3.67% -6.54% 75%
AXA Generations - Bernstein Australian Equity Value -0.91% -1.6% -9.22% 75%
AXA Generations - Bernstein Global Equity Value -7.53% -8.44% -21.38% 70%
AXA Generations - BlackRock Australian Equity Not Rated 0.53% -0.25% -10.04% 75%
AXA Generations - BlackRock Australian Equity Index Not Rated 0.26% 0.96% -7.72% 75%
AXA Generations - BlackRock Australian Fixed Interest Index Not Rated 3.25% 7.67% 6.63% 75%
AXA Generations - BlackRock International Equity Index (Hedged) Not Rated -1.39% 3.7% -10.18% 70%
AXA Generations - BlackRock International Equity Index (Unhedged) Not Rated -5.99% -5.21% -13.11% 70%
AXA Generations - BlackRock International F/Int Index Not Rated 4.05% 9.86% 8.23% 70%
AXA Generations - BlackRock Propty Securities Index Not Rated 3.05% 4.54% -22.81% 65%
AXA Generations - Colonial First State Geared Australian Share Not Rated -3.95% -7.29% -17.66% 50%
AXA Generations - Defensive Not Rated 2.19% 6.89% 0.11% 70%
AXA Generations - Growth Not Rated -0.55% 2.54% -8.93% 70%
AXA Generations - High Growth Not Rated -1.58% 0.68% -10.84% 70%
AXA Generations - International Equities(Hedged) Not Rated -2.3% 2.54% -14.58% 70%
AXA Generations - International Equities(Unhedged) Not Rated -6.68% -6.5% -13.81% 65%
AXA Generations - Legg Mason Property Securities Not Rated 3.05% 4.87% -26.67% 70%
AXA Generations - Moderately Defensive Not Rated 1.49% 5.84% -3.16% 70%
AXA Generations - P Partners High Growth Australian Equity Not Rated 1.45% 1.31% -2.08% 75%
AXA Generations - Perpetual Industrial Equity -1.65% -0.56% -7.4% 75%
AXA Generations - PIMCO Global Fixed Interest 5.9% 17.48% 9.85% 75%
AXA Generations - Platinum International Equity Not Rated -4.22% -2.37% 0.53% 75%
AXA Generations - Schroders Australian Equity -1.47% 0.21% -4.91% 75%
AXA Generations - UBS Australian Equity Not Rated -2.59% -1.41% -3.85% 75%
AXA Summit Select Alternative Balanced Not Available Not Rated 0.98% 6.49% -4.95% 65%
AXA W Global Equity - Value Fund -7.33% -7.54% -20.64% 75%
Baker Steel Gold Fund Not Available 1.42% 57.28% 12.23% 60%
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% 70%
Barclays Australian Equity Index Fund Not Rated -9.07% -36.29% -7.89% 70%
Barclays Investment Funds - Balanced Fund Not Rated -9.08% -24.88% -6.09% 70%
Bentham Professional Global Income Fund -0.02% 25.32% 4.47% 75%
BlackRock Asset Allocation Alpha Fund (Class D) -2.08% -3.23% 15.96% 50%
BlackRock Australian Share Fund -1.59% -1.77% -5.64% 75%
BlackRock Australian Share Fund Plus Not Rated -1.6% -1.55% -5.96% 75%
BlackRock Balanced Fund -0.89% 0.27% -4.57% 70%
BlackRock Global Allocation (Aust) (Class D) 1.01% 9.82% 1.28% 70%
BlackRock Global Bond Index Fund Not Rated Not Rated 3.69% n/a% n/a% 70%
BlackRock Global High Conviction Fund Not Rated -4.25% -3.88% -10.59% 70%
BlackRock Global High Conviction Fund - Hedged (Cls C) Not Rated 0.36% 6.13% -8.97% 60%
BlackRock Global High Conviction Fund - Hedged (Cls D) Not Rated 0.34% 6.41% -8.59% 70%
BlackRock Global High Conviction Fund - Hedged Class A Not Rated 0.11% 5.43% -9.48% 75%
BlackRock Global High Conviction Fund - Unhdgd (Cls D) Not Rated -3.91% -2.97% -9.87% 70%
BlackRock Global High Conviction Fund - Unhedgd (ClsC) Not Rated -4% -3.35% -10.23% 70%
BlackRock Global High Conviction Fund - Unhedged ClsA Not Rated -4.1% -3.78% -10.69% 70%
BlackRock Global Small Capital Fund -4.63% 3.14% -6.29% 60%
BlackRock Hedged Global Small Capital Fund -0.37% 12.38% -4.51% 70%
BlackRock Indexed Australian Bond Fund Not Rated 3.54% 8.96% 7.78% 70%
BlackRock Indexed Australian Equity Fund 0.52% 1.89% -7.1% 75%
BlackRock Indexed Australian Listed Property 3.47% 5.94% -22.27% 70%
BlackRock Indexed Hedged International Equity Fund Not Rated -1.4% 6.45% n/a% 70%
BlackRock Indexed International Equity