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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
5Di MIS Fund Australian Share Portfolio Class A Not Available Not Rated -28.44% -42.14% -4.49% 75%
5Di MIS Fund High Growth Portfolio Class A Not Available Not Rated -33.85% -43.67% -7.85% 70%
5Di MIS Fund Income Portfolio Class A Not Available Not Rated 2.7% 6.35% 4.98% 75%
5Di MIS Fund International Share Portfolio Class A Not Available Not Rated -42.24% -49.97% -13.53% 70%
Aberdeen Asian Opportunities Fund -11.31% -29.24% -0.93% 55%
Aberdeen Australian Bond Fund 1.65% 5.41% 3.35% 75%
Aberdeen Australian Equities Fund -15.03% -33.87% -1.43% 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 -12.67% -33.36% -0.35% 60%
Aberdeen Cash Plus Fund -3.78% -6.19% 1.37% 95%
Aberdeen China Opportunities Fund -9.39% -34.35% 2.28% 55%
Aberdeen Emerging Opportunities Fund -13.47% -27.03% 0.82% 40%
Aberdeen Financials Fund Not Rated -14.49% -35.29% -3.65% 75%
Aberdeen Income Fund Not Rated -4.34% -6.02% 1.42% 75%
Aberdeen International Equity Fund -10.35% -23.68% -1.6% 70%
Advance Asian Equity Fund On Hold -7.4% -33.36% -4.16% 55%
Advance Australian Equity Growth Fund -13.99% -34.81% -3.71% 75%
Advance Australian Fixed Interest Multi-blend Fund 3.81% 8.94% 3.86% 75%
Advance Australian Shares Multi-blend Fund -16.44% -36.91% -4.05% 75%
Advance Australian Smaller Co. Multi-blend Fund -26.35% -51.25% -7.18% 60%
Advance Australian Smaller Companies Fund -24.44% -50.26% -9.41% 60%
Advance Balanced Multi-blend Fund -11.31% -24.96% -3.42% 70%
Advance Cash Management Fund Not Available Not Rated 1.02% 4.97% 5.13% 100%
Advance Concentrated Australian Shares Fund -18.83% -37.77% -6.27% 75%
Advance Defensive Multi-blend Fund -3.47% -7.17% 1.47% 75%
Advance Growth Multi-blend Fund -14.49% -31.02% -5.19% 70%
Advance High Growth Multi-blend Fund -16.66% -35.73% -6.58% 65%
Advance Imputation Fund -13.71% -30.29% -3.58% 75%
Advance International Fixed Interest Multi-blend Fund 4.99% 9.29% 5.49% 70%
Advance International Sharemarket Fund -7.93% -29.72% -9.61% 70%
Advance International Shares Core Fund Not Rated -6.6% -27.82% -6.88% 70%
Advance International Shares Multi-blend Fund -12.86% -34.95% -9.75% 70%
Advance Moderate Multi-blend Fund -7.22% -16.01% -0.76% 70%
Advance Mortgage Fund Not Available On Hold 1.69% 6.6% 6.01% 70%
Advance Property Securities Fund Not Rated -30.1% -50.93% -16.65% 70%
Advance Property Securities Multi-blend Fund -31.46% -50.33% -17.7% 70%
Advance Sharemarket Fund - W'sale Units -13.45% -29.6% -2.29% 75%
All Star IAM Australian Share Fund Not Available Not Rated -20.67% -39.45% 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 1.72% 8.51% 4.75% 75%
AMP Capital Balanced Growth Fund -12.88% -28.23% -3.5% 70%
AMP Capital Balanced Growth Fund A Not Rated -13% -28.61% -3.87% 70%
AMP Capital Blue Chip Fund A Not Rated -14.54% -34.74% -1.81% 75%
AMP Capital Conservative Fund Not Rated -5.43% -11% 1.15% 75%
AMP Capital Conservative Fund A Not Rated -5.58% -11.56% 0.45% 75%
AMP Capital Core Plus Strategies Fund 3.29% 10.24% 4.77% 75%
AMP Capital Enhanced Index International Share Fund Not Rated -12.13% -26.25% -6.98% 70%
AMP Capital Enhanced Index Share Fund -17.84% -38.33% -4.06% 75%
AMP Capital Enhanced Index Share Fund A -17.87% -38.44% -4.24% 75%
AMP Capital Enhanced Yield Fund Not Rated -3.97% 1.22% 5.66% 75%
AMP Capital Enhanced Yield Fund A On Hold -4.01% 1.02% 5.46% 75%
AMP Capital Enhanced Yield Fund H Not Available On Hold -4.02% 0.78% n/a% 75%
AMP Capital Equity Fund -14.73% -34.98% -1.85% 75%
AMP Capital Equity Fund A -14.77% -35.27% -2.17% 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 4.8% 12.52% 5.52% 75%
AMP Capital Future Directions Australian Share Not Rated -17.08% -37.93% -3.83% 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 -26.52% -54.85% -10.58% 60%
AMP Capital Future Directions Balanced Fund -15.43% -29.14% -4.44% 70%
AMP Capital Future Directions Balanced Fund A -15.46% -29.3% -4.95% 70%
AMP Capital Future Directions Conservative Fund Not Rated -8.78% -12.86% -0.29% 75%
AMP Capital Future Directions Core International A -9.69% -31.65% -9.53% 70%
AMP Capital Future Directions Extd Markets International Share Not Rated -13% -29.2% -7.25% 70%
AMP Capital Future Directions Extd Markets International Share A Not Rated -13.06% -30.21% -7.85% 70%
AMP Capital Future Directions Growth Fund Not Rated -16.57% -32.88% -4.75% 70%
AMP Capital Future Directions Growth Fund A Not Rated -16.63% -33.01% -5.26% 70%
AMP Capital Future Directions Hedged Core International ShA -27.25% -47.8% -13.21% 75%
AMP Capital Future Directions High Growth Fund Not Rated -17.92% -36.29% -6.55% 70%
AMP Capital Future Directions High Growth Fund A -17.95% -36.32% -6.36% 70%
AMP Capital Future Directions International Bond Not Rated -8.09% -12.8% -3.1% 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 -9.26% -30.57% -8.98% 70%