Consider a margin loan where you can choose from over 660 approved Australian securities.
Investment objective
The fund aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.
Investment strategy
Invests either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that:
| Asset type | Neutral position | Range | ![]() | |
| Cash | 25% | (15-35%) | ||
| International shares | 10% | (0-20%) | ||
| Australian shares | 17% | (7-27%) | ||
| Property securities | 8% | (0-20%) | ||
| International fixed interest | 10% | (0-20%) | ||
| Australian fixed interest | 30% | (20-40%) |