Geared Funds & Investments - with no entry fees

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Investment Opportunities > Managed Funds > Geared Funds

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Geared Funds

Below you will find a list of geared funds with a 100% commission rebate via 2020 DIRECTINVEST. Click the fund name for more information and to order the Product Disclosure Statement.

Geared funds are an alternative to margin loans for investors who would like to increase geared investment exposure in their portfolio without the potential for margin calls. Internally geared managed funds are an attractive alternative to margin lending. Rather than borrowing to invest, the fund borrows on your behalf which means you don't have to increase your personal borrowing. There are a number of benefits:

Lower interest costs since the fund usually borrows at highly competitive institutional rates.
No margin calls as they are paid by the fund manager and not the individual investor
No credit checks and no stamp duty
No need to provide collateral or security
No additional recourse to your assets outside the fund in the unlikely event the fund defaults on its lending facility

Please note that geared funds can magnify your gains in a rising market but can also magnify the losses of the fund in a falling share market. It is important that investors are aware of the risks and hold a diversified portfolio.

Fund Name	Fee Rebate	Initial Investment	Expected Close Date
Advance Australian Geared Equity Fund	4.1% (100%)	$1,500	Ongoing
CFS FirstChoice 452 Geared Australian Share Fund	4.0% (100%)	$5,000	Ongoing
Colonial First State Geared Global Share Fund	4.0% (100%)	$1,000	Ongoing
Colonial First State Geared Share Fund	4.0% (100%)	$1,000	Ongoing
ING OptiMix Geared Australian Shares	4.0% (100%)	$5,000	Ongoing
Perpetual's Geared Australian Fund	4.5% (100%)	$2,000	Ongoing

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