Self-Directed Investments

Through the Linear Managed Account you can select from an investment menu to build and operate a portfolio of securities or cash outside of the Model Portfolios. These investments can be held as Self Directed Investments.
The complete investment menu is available through the Linear Managed Account portal.

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Investment Menu


ASX Securities

Through the Linear Managed Account you can invest in any ASX listed security. The purchase or sale of ASX securities can be done as a part of the Account application process or once your Account has been established. Standard brokerage rates are equal to the greater of $27.50 or 0.275% (inclusive of GST) of the trade amount.


Term Deposits

Through the Linear Managed Account you can select from a range of term deposits with varying terms and interest rates. An up to date list of these investments is available through the Linear Managed Account login. There are no transaction costs associated with an investmen into term deposits. Break costs may be applicable should you decide to discontinue your investment in the term deposit before the end of the term.


Fixed Interest Securities

A range of Fixed Interest securities are available through the Linear Managed Account, providing Investors with an exposure to securities issued by corporations (such as banks), corporate mortgage and asset backed securities and debt securities issued by supranationals, floating rate notes, term deposits and bank bills.


The range of Fixed Interest securities is restricted to those with a credit rating from Standard and Poor’s of AAA through to BBB or cash and term deposits issued by a regulated Australian Banking institution.


The full range of Fixed Interest securities is available through the Linear Managed Account login and changes regularly depending on availability.


Managed Funds

An extensive menu of wholesale Managed Funds is available through the Linear Managed Account. This investment menu is provided below however please note the menu of Managed Funds is subject to change. The purchase or sale of Managed Funds can be done as a part of the Account application process or once your Account has been established.


The purchase or sale of Managed Funds incur a transaction rate equal to the greater of $27.50 or 0.275% (inclusive of GST) of the trade amount.


Managed Funds
APIR Code Name
EQI0028AU Aberdeen Asian Opportunities Fund
ETL0032AU Aberdeen Emerging Opportunities Fund
AMP1015AU AMP Capital Investors Core Property Fund
AUS0108AU Australian Unity Acorn Capital Wholesale Microcap Trust
ACP0001AU Australian Unity Investments Office Property Trust
NML0001AU AXA Wholesale Australian Property Fund
NML0348AU AXA Wholesale Global Equity – Value Fund
RFA0028AU BT Alternative Investments – BT Global Return Fund
RFA0818AU BT Wholesale Core Australian Share Fund
FSF0038AU Colonial First State Wholesale Global Resources Fund
FSF0084AU Colonial First State Wholesale Global Credit Income Fund
CSA0038AU Credit Suisse Global Income Fund
CSA0042AU Credit Suisse Global Private Equity Fund
MGL0004AU DWS Global Equity Thematic Fund
MGL0010AU RREEF Global (Ex-Australia) Property Securities Fund
EGG0001AU Eley Griffiths Group Small Companies Fund
ETL0016AU EQT PIMCO Wholesale Diversified Fixed Interest Fund
ETL0018AU EQT PIMCO Wholesale Global Bond Fund
ETL0167AU Martin Currie Global Alpha Fund
ETL0168AU Martin Currie Global Alpha Fund (hedged)
FRT0005AU Templeton Global Bond Plus Fund – Class I
CNA0812AU INVESCO – Wholesale Australian Smaller Companies Fund
IOF0081AU Perennial Global Property Wholesale Trust
ETL0046AU K2 Select International Absolute Return Fund
KAM0100AU K2 Asian Absolute Return Fund
KAM0101AU K2 Australian Absolute Return Fund
PMC0100AU P.M. Capital Absolute Performance Fund
PER0049AU Perpetual’s Wholesale Australian Fund
PLA0001AU Platinum European Fund
PLA0002AU Platinum International Fund Class C Units
PLA0004AU Platinum Asia Fund
RIM0032AU Russell Global Opportunities Fund – Class A
SCH0032AU Schroder Global Active Value Fund (Hedged)
SCH0101AU Schroder Wholesale Australian Equity Fund
TYN0028AU Tyndall Australian Share Wholesale Portfolio
SBC0813AU UBS Australian Bond Fund



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