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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.
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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 |
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Model Portfolio Menu
The range of Model Portfolios includes:
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:
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. |
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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. 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. |
