Linear Asset Management » Investment Menu http://linearassetmanagement.com.au Linear Asset Management is an Australian based provider of investment management and administration services to financial advisers, fund managers and other financial intermediaries Wed, 01 Sep 2010 23:22:38 +0000 en hourly 1 http://wordpress.org/?v=3.0.1 Investment Menu http://linearassetmanagement.com.au/?p=514 http://linearassetmanagement.com.au/?p=514#comments Thu, 10 Jun 2010 01:00:04 +0000 linearAssetM http://linearassetmanagement.com.au/?p=514
All your investment needs covered with our range of investment solutions.
Access capital protected, index, actively managed and fixed interest SMA’s whilst also choosing from a range of wholesale managed funds and ASX listed securities.
Model Portfolios

The range of Model Portfolios available through the Linear Managed Account provide a convenient, cost effective and transparent method of investing where investors can enjoy all the benefits of direct share ownership without the day to day administrative and decision making burden. Read more

Self-directed Investments

Through the Linear Managed Accounts you can
invest in a range of ASX Securities, Managed Funds, Term Deposits and Fixed Interest Securities. These investment are held in your account as Self-directed Investments and are only altered when either you or your Authorised Representative provide instructions (such as a trading instruction) to Linear. Read more

Model Portfolio Menu

The range of Model Portfolios includes:

  • Capital Protected
  • Index
  • Actively Managed
  • Multi Sector – Managed Funds

See the investment menu here

Please note that the range of Model Portfolios may change from time to time and advisers and investors should ensure they download an up to date copy of the investment menu from this website.

Self-directed Investment Menu

The range of Self-Directed Investments includes:

  • ASX Securities
  • Managed Funds
  • Term Deposits
  • Fixed Interest Securities

See the investment menu here

Please note that the range of Self-directed Investments may change from time to time and advisers and investors should ensure they download an up to date copy of the investment menu from this website.
Continuous Protection

Investors can currently choose from four Model Portfolios that have a capital protection facility which aims to limit the amount by which your investment in the particular Model Portfolio can decline, to no more than 20% of its previously observed highest ever value.
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Margin Lending

Margin Lending on many of the ASX Securities and Managed Funds is available through the Linear Managed Accounts. The Loan to Value Ratio (LVR) is applied to the specific security and may vary across lenders.
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Margin Lending

Most of the Model Portfolios available through the Linear Managed Accounts can be partially funded by way of a Margin Loan. The Loan to Value Ratio (LVR) is applied across the overall Model Portfolio rather than on a stock by stock basis.
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