Approved Securities
Welcome to Approved Securities on Bulletin Board.
On this page you will find:
| LVR update | View the latest amendments to our LVRs, including increased/decreased LVRs and capped stocks. |
| Upcoming floats | View a list of upcoming floats that Macquarie Margin Lending will be lending on. |
| Approved lists for the Macquarie Margin Loan |
LVR update
Last update: 31 October 2008
For a variety of reasons, during the course of the month we may be required to change the LVRs of the approved shares and managed funds for the Macquarie Margin Loan.
The following LVRs have changed during the month, effective 30 October 2008:
Increased/decreased LVRs
| Stock/Managed Fund Code | Name | Old LVR | New LVR |
| EGF | Ellerston Gems Fund (effective 4 November 2008) | 0% | |
| ADV0092AU | Advance Mortgage Fund | 70% | 0% |
| ADV0093AU | Advance Wholesale Mortgage Fund | 70% | 0% |
| ASK0934AU | Skandia GIS - Australian Unity High Yield Mortgage Fund | 75% | 0% |
| ASK0945AU | Skandia GWS - Australian Unity High Yield Mortgage Fund | 75% | 0% |
| ASK0958AU | Skandia OIS - Australian Unity High Yield Mortgage Fund | 75% | 0% |
| FSF0138AU | CFS Wholesale Guaraneteed Mortgage Fund | 75% | 0% |
| PER0239AU | Perpetual Wealth Foucs Perpetual's Mortgage Fund | 75% | 0% |
| ASK0480AU | Skandia GIS - Australian Unity Mortgage Income Fund | 70% | 0% |
| ASK0484AU | Skandia GWS - Australian Unity Mortgage Income Fund | 70% | 0% |
| ETL0100AU | Equity Trustees Mortgage Income Fund | 70% | 0% |
| ASK0488AU | Skandia OIS - Australian Unity Mortgage Income Fund | 75% | 0% |
| ETL0122AU | EQT Wholesale Mortgage Income Fund | 75% | 0% |
| AUS0020AU | Australian Unity Mortgage Income Trust | 75% | 0% |
| AUS0116AU | Australian Unity Wholesale Mortgage Income Trust | 75% | 0% |
| NFS0186AU | Challenger Mortgage Plus Trust - Professional | 70% | 0% |
| ALL0013AU | Austock IB Perpetual's Wholesale Mortgage Portfolio | 70% | 0% |
| HOW0001AU | Howard Mortgage Trust | 70% | 0% |
| HOW0005AU | Howard Wholesale Mortgage Trust | 70% | 0% |
| AUS0005AU | Australian Unity Wholesale High Yield Mortgage Trust | 75% | 0% |
| MMF0006AU | ING Mortgage Trust No. 2 | 70% | 0% |
| MMF0892AU | ING Challenger Howard Mortgages Trust | 75% | 0% |
| AIX | Australian Infrastructure Fund | 60% | 50% |
| NVT | Navitas Limited | 60% | 50% |
| BCM | Babcock & Brown Capital Limited | 50% | 45% |
| CER | Centre Retail Group | 50% | 45% |
| TSE | Transfield Services Limited | 55% | 60% |
*Restricted shares. Clients can borrow against a maximum value of
$500,000 per restricted share in their portfolio.
** Up to 30% of portfolio
Capped securities
Throughout the month we reach full capacity in certain shares and can no longer extend value to new clients. A full list of current capped securities is available under 'Restricted Shares' in the Macquarie Margin Loan Approved Shares list (pdf 46Kb).
- There are no newly capped securities.
Approved securities and lending ratios may change at any time. In some cases Macquarie may limit the maximum amount you may pledge or buy of certain securities. Please contact the Account Management Team on 0800 407 198 to confirm details.
Upcoming floats
- There are no current upcoming floats.
*Restricted shares. Clients can borrow against a maximum value of
$500,000 per restricted share in their portfolio.
Limited lending is available, please call the Account Management Team
on 0800 407 198 to check availability.
Approved lists
Macquarie Margin Loan
If you would like to view or print this month’s approved lists for the Macquarie Margin Loan, simply click on the relevant pdf file below to download.