Margin Lending for Model Portfolios

For those investors looking to gear into the market, the Linear range of SMA’s provide an ideal vehicle to do so. Linear works with Margin Lenders across its suite of SMA’s.

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For those investors looking to gear into the market, the Linear range of SMA’s provide an ideal vehicle to do so. Linear works with Margin Lenders across its suite of SMA’s.

The full range of Linear SMA’s and the associated LVR’s across the various Margin Lenders is available through the Linear Managed Account portal.

Margin Lending
Code Security Name Leveraged Equities Colonial
LVR
LAM0004AU Continuously Protected S&P/ASX 20 Index 80% 70%
LAM0006AU Continuously Protected Ralton Leaders Fund 80% 65%
LUBSHCP Continuously Protected UBS Halo (High Alpha Long Only) 80% TBA
LAUIPCP Continuously Protected AUI Platypus Australian Equities SMA Portfolio 80% TBA
LAMXMDP S&P/ASX MidCap 50 65% 65%
LAMXMRF S&P/ASX MidCap Resources 60% TBA
LAMXMTP S&P/ASX MidCap Industrials 70% 60%
LAMXPJF S&P/ASX 200 A-REIT 75% 65%
LAMXSIP S&P/ASX Small Industrials 65% 60%
LAMXSOP S&P/ASX Small Ordinaries 60% 60%
LAMXSRP S&P/ASX Small Resources 45% TBA
LAMXTIP S&P/ASX 100 Industrials 75% 65%
LAMXTLF S&P/ASX 20 Index 75% 70%
LAUBDAC Ausbil Australian Concentrated Equity 75% 65%
LAUBDAE Ausbil Australian Emerging Leaders 65% 55%
LRAMAUSH Ralton Australian Shares Fund 75% 65%
LRAMHYAS Ralton High Yield Australian Shares Fund 75% TBA
LRAMLEAD Ralton Leaders Fund 75% 65%
LRAMSMCO Ralton Smaller Companies Fund 70% 55%
LUBSPSF UBS Property Securities 75% 65%
LUBSAEF UBS HALO (High Alpha Long Only) 75% 65%


Margin Lenders:


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