Investment limits on ASX listed securities for the Netwealth Superannuation Master Fund

All ASX listed ordinary securities are approved to a maximum investment per asset of 5%. The ASX listed securities listed below have been approved by Netwealth to hold a higher investment limit as indicated.

The investment limits applying to ASX listed securities are summarised here.

Assets approved up to 20% investment

ASX Code Asset Name Investment Limit
ABC Adbri Limited 20.00
AMC Amcor PLC CDI 20.00
AZJ Aurizon Holdings Limited 20.00
VGE Vanguard FTSE Emerging Markets Shares ETF 20.00
CTD Corporate Travel Management Limited 20.00
APE Eagers Automotive Limited 20.00
USD BetaShares U.S. Dollar ETF 20.00
IVC InvoCare Limited 20.00
CXO Core Lithium Ltd 20.00
MFG Magellan Financial Group Ltd 20.00
BEN Bendigo and Adelaide Bank Limited 20.00
BOQ Bank Of Queensland Limited 20.00
OZF SPDR S&P/ASX 200 Financials Ex A-REIT 20.00
DMP Dominos Pizza Enterprises Ltd 20.00
BSL Bluescope Steel Ltd 20.00
COH Cochlear Ltd 20.00
CSR CSR Limited 20.00
PRU Perseus Mining Limited 20.00
SFR Sandfire Resources Limited 20.00
ELD Elders Limited 20.00
QUB Qube Holdings Limited 20.00
LTR Liontown Resources Ltd 20.00
GUD G.U.D. Holdings Ltd 20.00
IAG Insurance Australia Group Ltd 20.00
WBCPE Westpac Capital Notes 2 23/09/2024 20.00
IMU Imugene Limited 20.00
LLC LendLease Group 20.00
MGR Mirvac Group 20.00
CNU Chorus Limited 20.00
SLR Silver Lake Resources Ltd 20.00
QAN QANTAS Airways Limited 20.00
RSM Russell Investments Aust Semi-Govt Bond ETF 20.00
RCB Russell Investments Aust Select Corp Bond ETF 20.00
REA REA Group Ltd 20.00
ETPMAG ETFS Physical Silver 20.00
RIO Rio Tinto Ltd 20.00
SGP Stockland 20.00
SOL Washington H Soul Pattinson & Co Ltd 20.00
SUN Suncorp Group Limited 20.00
IJP iShares MSCI Japan ETF 20.00
TAH Tabcorp Holdings Ltd 20.00
BEAR BetaShares Australian Equities Bear Hedge Fund 20.00
XRO Xero Limited 20.00
WOR Worley Limited 20.00
ARF ARENA REIT 20.00
NSR National Storage REIT 20.00
CBAPD CBA PERLS VII Capital Notes 15/12/2024 20.00
UMAX BetaShares S&P 500 Yield Maximiser Fund 20.00
AGL AGL Energy Limited 20.00
A2M The A2 Milk Company Limited 20.00
BRN Brainchip Holdings Ltd 20.00
VCX Vicinity Centres 20.00
SGR The Star Entertainment Group Limited 20.00
IEL IDP Education Limited 20.00
MP1 Megaport Limited 20.00
WTC WiseTech Global Limited 20.00
QUBHA Qube Holdings Ltd Subordinated Notes 05/10/2023 20.00
HACK BetaShares Global Cybersecurity ETF 20.00
BNKS BetaShares Global Banks ETF - Currency Hedged 20.00
AVZ AVZ Minerals Limited 20.00
WVOL iShares Edge MSCI World Minimum Volatility ETF 20.00
ESTX ETFS EURO STOXX 50 ETF 20.00
TLX Telix Pharmaceuticals Limited 20.00
ALX Atlas Arteria 20.00
ASIA BetaShares Asia Technology Tigers ETF 20.00
COL Coles Group Limited 20.00
HLS Healius Limited 20.00
CNEW VanEck China New Economy ETF 20.00
CURE ETFS S&P Biotech ETF 20.00
NDIA ETFS-NAM India Nifty 50 ETF 20.00
VG8 VGI Partners Asian Investments Limited 20.00
SUBD VanEck Australian Subordinated Debt ETF 20.00
AMPPB AMP Capital Notes 2 16/12/2027 20.00
GBND BetaShares Sustainability Leaders Dvrsfd Bond ETF 20.00
EBND VanEck Emerging Income Opp Active ETF 20.00
UMG United Malt Group Limited 20.00
ALD Ampol Limited 20.00
VHYSOB CITIWARRANTS VHY SFI WARRANT 27/11/2024 20.00
IOZSOB CITIWARRANTS IOZ SFI WARRANT 08/07/2025 20.00
CGFPC Challenger Capital Notes 3 25/05/2028 20.00
NABPH NAB Capital Notes 5 17/12/2029 20.00
C2FHA Centuria Capital No.2 Fund Sec Rdm Note 20/04/2026 20.00
BHYB BetaShares Australian Major Bank Hybrids Index ETF 20.00
MHHT Magellan High Conviction Trust ETF 20.00
SUNPI Suncorp Group Limited Capital Notes 4 17/12/2030 20.00
FUTR Janus Henderson Glb Sus Equity Active ETF 20.00
SQ2 Block Inc CDI 20.00
VEUSOF CITIWARRANTS VEU SFI WARRANT 08/07/2025 20.00
ANZPJ ANZ Convertible Perpetual Cap Notes 7 20/09/2031 20.00
WDS Woodside Energy Group Ltd 20.00
IOZSOC CITIWARRANTS IOZ SFI WARRANT 12/02/2026 20.00
TCLSOA CITIWARRANTS TCL SFI WARRANT 08/07/2025 20.00
AKE Allkem Limited 20.00
IOZSO4 CITIWARRANTS IOZ MINI WARRANT 26/02/2025 20.00
DRR Deterra Royalties Limited 20.00
VTSSOD CITIWARRANTS VTS SFI WARRANT 08/07/2025 20.00
WBCPJ Westpac Capital Notes 7 22/03/2029 20.00
CBAPJ CBA PERLS XIII Capital Notes 20/10/2028 20.00
CLNE VanEck Global Clean Energy ETF 20.00
VASSOA CITIWARRANTS VAS SFI WARRANT 12/02/2026 20.00
PE1 Pengana Private Equity Trust 20.00
PCI Perpetual Credit Income Trust 20.00
RF1 Regal Investment Fund 20.00
F100 BetaShares FTSE 100 ETF 20.00
CBAPI CBA PERLS XII Capital Notes 20/04/2029 20.00
VUK Virgin Money UK PLC 20.00
VASSOE CITIWARRANTS VAS SFI WARRANT 27/11/2024 20.00
WBCSOC CITIWARRANTS WBC SFI WARRANT 27/11/2024 20.00
TPG TPG Telecom Limited 20.00
ROBO ETFS ROBO Global Robotics and Automation ETF 20.00
BENPG BEN Convertible Preference Shares 4 15/06/2026 20.00
SUNPG Suncorp Capital Notes 2 17/06/2026 20.00
LSF L1 Long Short Fund Limited 20.00
LKE Lake Resources NL 20.00
PDL Pendal Group Limited 20.00
MQGPC Macquarie Group Capital Notes 3 15/12/2027 20.00
VEA Viva Energy Group Limited 20.00
NBI NB Global Corporate Income Trust 20.00
CRN Coronado Global Resources Inc. CDI 20.00
CBAPH CBA PERLS XI Capital Notes 26/04/2026 20.00
CCX City Chic Collective Limited 20.00
FEMX Fidelity Global Emerging Markets Fund (Managed Fd) 20.00
VBLD Vanguard Global Infrastructure Index ETF 20.00
OPH Ophir High Conviction Fund 20.00
QMIX SPDR MSCI World Quality Mix Fund 20.00
FUEL BetaShares Global Energy Companies ETF Hedged 20.00
ANZPG ANZ Convertible Perpetual Cap Notes 4 20/03/2026 20.00
CLW Charter Hall Long WALE REIT 20.00
VAE Vanguard FTSE Asia ex-Japan Shares Index ETF 20.00
IHEB iShares JP Morgan USD Emerg Mkt Bnd (AUD HDG) ETF 20.00
MVOL iShares Edge MSCI Australia Minimum Volatility ETF 20.00
WMI WAM Microcap Limited 20.00
JHG Janus Henderson Group PLC 20.00
MXT Metrics Master Income Trust 20.00
ANZPH ANZ Convertible Perpetual Cap Notes 5 20/03/2027 20.00
AMH AMCIL Ltd 20.00
AMP AMP Limited 20.00
MPL Medibank Private Limited 20.00
CAR Carsales.com Limited 20.00
S32 South32 Limited 20.00
CWY Cleanaway Waste Management Limited 20.00
HUB HUB24 Limited 20.00
SVW Seven Group Holdings Limited 20.00
IKO iShares MSCI South Korea ETF 20.00
TCL Transurban Group 20.00
WBC Westpac Banking Corporation 20.00
YMAX BetaShares Aust Top 20 Equity Yield Maximiser Fund 20.00
IRE Iress Limited 20.00
LYC Lynas Rare Earths Limited 20.00
MIR Mirrabooka Investments Ltd 20.00
WHC Whitehaven Coal Limited 20.00
GVF Global Value Fund Limited 20.00
NCM Newcrest Mining Ltd 20.00
NAN Nanosonics Limited 20.00
CNI Centuria Capital Group 20.00
ORG Origin Energy Ltd 20.00
OZL OZ Minerals Ltd 20.00
SCG Scentre Group 20.00
PMC Platinum Capital Ltd 20.00
RHC Ramsay Health Care Ltd 20.00
QRE BetaShares S&P/ASX 200 Resources Sector ETF 20.00
MVR VanEck Australian Resources ETF 20.00
EML EML Payments Limited 20.00
AUB AUB Group Limited 20.00
FBU Fletcher Building Limited 20.00
CKF Collins Foods Limited 20.00
FPH Fisher & Paykel Healthcare Corporation Limited 20.00
BAP Bapcor Limited 20.00
HVN Harvey Norman Holdings Ltd 20.00
BRG Breville Group Limited 20.00
AIA Auckland International Airport Limited 20.00
ALU Altium Ltd 20.00
JBH JB HI FI Limited 20.00
NHC New Hope Corporation Limited 20.00
NXT NEXTDC Limited 20.00
VAP Vanguard Australian Property Securities Index ETF 20.00
ISO iShares S&P/ASX Small Ordinaries ETF 20.00
IFL Insignia Financial Ltd 20.00
SUL Super Retail Group Limited 20.00
GMG Goodman Group 20.00
NEC Nine Entertainment Co. Holdings Limited 20.00
BLD Boral Ltd 20.00
BPT Beach Energy Ltd 20.00
QAU BetaShares Gold Bullion ETF 20.00
BWP BWP Trust 20.00
CBA Commonwealth Bank of Australia 20.00
TWE Treasury Wine Estates Limited 20.00
ANZPI ANZ Convertible Perpetual Cap Notes 6 20/09/2030 20.00
IESG iShares Core MSCI Australia ESG Leaders ETF 20.00
MBLPD Macquarie Bank Capital Notes 3 08/09/2031 20.00
KLS Kelsian Group Limited 20.00
GCAP VanEck Bentham Glbl Capital Securities Active ETF 20.00
RCAP Resolution Capital Global Property Securities Fund 20.00
CBAPK CBA PERLS XIV Capital Notes 17/06/2032 20.00
ZIP Zip Co Limited 20.00
TLC The Lottery Corporation Limited 20.00
VASSOG CITIWARRANTS VAS SFI WARRANT 17/06/2027 20.00
VEUSOK CITIWARRANTS VEU SFI WARRANT 17/06/2027 20.00
NABPI NAB Capital Notes 6 17/09/2032 20.00
STWSOA CITIWARRANTS STW SFI WARRANT 27/11/2024 20.00
IVVSOG CITIWARRANTS IVV SFI WARRANT 08/07/2025 20.00
IOZSOA CITIWARRANTS IOZ SFI WARRANT 08/07/2025 20.00
STWSO5 CITIWARRANTS STW MINI WARRANT 26/02/2025 20.00
ILCSOA CITIWARRANTS ILC SFI WARRANT 08/07/2025 20.00
HDN HomeCo Daily Needs REIT 20.00
BENPH BEN Capital Notes 15/06/2029 20.00
ERTH BetaShares Climate Change Innovation ETF 20.00
EMMG BetaShares Martin Currie Emerging Markets Fund 20.00
PGG Partners Group Global Income Fund 20.00
IIND BetaShares India Quality ETF 20.00
AYUHD Australian Unity Bonds Series D 15/12/2026 20.00
HMC Home Consortium Limited 20.00
CBASOB CITIWARRANTS CBA SFI WARRANT 27/11/2024 20.00
EIGA eInvest Income Generator Fd (managed fund) 20.00
MBLPC Macquarie Bank Capital Notes 2 21/12/2028 20.00
WBCPH Westpac Capital Notes 5 22/09/2027 20.00
GCI Gryphon Capital Income Trust 20.00
NABPF NAB Capital Notes 3 19/06/2028 20.00
RWC Reliance Worldwide Corporation Limited 20.00
IFRA VanEck FTSE Global Infrastructure (Hedged) ETF 20.00
HJPN BetaShares Japan ETF - Currency Hedged 20.00
PNI Pinnacle Investment Management Group Limited 20.00
D2O Duxton Water Limited 20.00
IAGPD IAG Capital Notes 16/06/2025 20.00
DRUG BetaShares Global Healthcare ETF - Currency Hedged 20.00
IHHY iShares Global High Yield Bond (AUD Hedged) ETF 20.00
MNRS BetaShares Global Gold Miners ETF Curr'cy Hedged 20.00
NABPE NAB Subordinated Notes II 20/09/2028 20.00
NVX Novonix Limited 20.00
VG1 VGI Partners Global Investments Limited 20.00
MVB VanEck Australian Banks ETF 20.00
MVA VanEck Australian Property ETF 20.00
ANZPF ANZ Convertible Perpetual Cap Notes 3 24/03/2025 20.00
WEMG SPDR S&P Emerging Markets Carbon Control Fund 20.00
ARB ARB Corporation Limited 20.00
ALI Argo Global Listed Infrastructure Limited 20.00
CGC Costa Group Holdings Limited 20.00
PAI Platinum Asia Investments Limited 20.00
GDX VanEck Gold Miners ETF 20.00
EVT Event Hospitality and Entertainment Ltd 20.00
RMS Ramelius Resources Limited 20.00
IXI iShares Global Consumer Staples ETF 20.00
SHL Sonic Healthcare Ltd 20.00
SGM Sims Limited 20.00
DJRE SPDR Dow Jones Global Real Estate ESG Fund 20.00
IJR iShares S&P Small-Cap ETF 20.00
TLS Telstra Corporation Limited 20.00
WES Wesfarmers Limited 20.00
WOW Woolworths Group Limited 20.00
SDF Steadfast Group Limited 20.00
JHX James Hardie Industries PLC 20.00
MQG Macquarie Group Ltd 20.00
CQR Charter Hall Retail REIT 20.00
CHC Charter Hall Group 20.00
NUF Nufarm Limited 20.00
MIN Mineral Resources Limited 20.00
ORI Orica Limited 20.00
WAA WAM Active Limited 20.00
IEM iShares MSCI Emerging Markets 20.00
IZZ iShares China Large-Cap ETF 20.00
PME Pro Medicus Limited 20.00
PMV Premier Investments Ltd 20.00
PPT Perpetual Limited 20.00
IEU iShares Europe ETF 20.00
QBE QBE Insurance Group Ltd 20.00
REH Reece Ltd 20.00
CMW Cromwell Property Group 20.00
CPU Computershare Ltd 20.00
VSO Vanguard MSCI Australian Small Companies Index ETF 20.00
LIC Lifestyle Communities Limited 20.00
DEG De Grey Mining Ltd 20.00
CUV Clinuvel Pharmaceuticals Limited 20.00
FLT Flight Centre Travel Group Limited 20.00
FMG Fortescue Metals Group Ltd 20.00
GNC GrainCorp Limited 20.00
BGA Bega Cheese Limited 20.00
ILU Iluka Resources Limited 20.00
ALL Aristocrat Leisure Ltd 20.00
ANZ Australia and New Zealand Banking Group Ltd 20.00
APA APA Group 20.00
IXJ iShares Global Healthcare ETF 20.00
DXS Dexus 20.00
BHP BHP Group Limited 20.00
BXB Brambles Ltd 20.00
MTS Metcash Limited 20.00
BKL Blackmores Ltd 20.00
BKW Brickworks Ltd 20.00
SSO SPDR S&P/ASX Small Ordinaries Fund 20.00
OZR SPDR S&P/ASX 200 Resources 20.00
EDV Endeavour Group Limited 20.00
WBCPK Westpac Capital Notes 8 21/06/2032 20.00
MQGPF Macquarie Group Capital Notes 6 12/09/2032 20.00
WBCPL Westpac Capital Notes 9 22/06/2031 20.00
WPR Waypoint REIT Limited 20.00
IVVSOC CITIWARRANTS IVV SFI WARRANT 08/07/2025 20.00
STWSO4 CITIWARRANTS STW MINI WARRANT 26/02/2025 20.00
BOQPF Bank Of Queensland Ltd Capital Notes 2 15/05/2029 20.00
LPGD Loftus Peak Global Disruption Fund (managed fund) 20.00
MQGPE Macquarie Group Capital Notes 5 18/09/2030 20.00
VASSOB CITIWARRANTS VAS SFI WARRANT 22/06/2023 20.00
MQGPD Macquarie Group Capital Notes 4 10/09/2029 20.00
XARO ActiveX Ardea Real Outcome Bond Fd (Managed Fd) 20.00
PBH PointsBet Holdings Limited 20.00
AYUHC Australian Unity Bonds Series C 15/12/2024 20.00
KKC KKR Credit Income Fund 20.00
SUNPH Suncorp Group Limited Capital Notes 3 17/06/2028 20.00
RIOSO3 CITIWARRANTS RIO INSTALMENT MINI 15/03/2023 20.00
REIT VanEck FTSE International Property (Hedged) ETF 20.00
SEC Spheria Emerging Companies Limited 20.00
DHG Domain Holdings Australia Limited 20.00
NWL Netwealth Group Limited 20.00
BOQPE BOQ Convertible Perpetual Cap Notes 15/08/2026 20.00
CBAPG CBA PERLS X Capital Notes 15/04/2027 20.00
ESGI VanEck MSCI International Sustainable Equity ETF 20.00
EMKT VanEck MSCI Multifactor Emerging Mrkts ETF 20.00
NIC Nickel Industries Limited 20.00
RBTZ BetaShares Global Robotics & AI ETF 20.00
QRI Qualitas Real Estate Income Fund 20.00
WBCPI Westpac Capital Notes 6 31/07/2026 20.00
VEQ Vanguard FTSE Europe Shares ETF 20.00
HEUR BetaShares Europe ETF - Currency Hedged 20.00
ING Inghams Group Limited 20.00
CIP Centuria Industrial REIT 20.00
ORA Orora Limited 20.00
GEAR BetaShares Geared Aust Equity Fund (Hedge) ETF 20.00
IPH IPH Limited 20.00
MVS VanEck Small Companies Masters ETF 20.00
GGUS BetaShares Geared U.S. Equity Fund (Hedged) 20.00
LNK Link Administration Holdings Limited 20.00
QFN BetaShares S&P/ASX 200 Financials Sector ETF 20.00
RMD ResMed Inc CDI 20.00
QVE QV Equities Limited 20.00
SBM St Barbara Limited 20.00
STO Santos Limited 20.00
TNE Technology One Limited 20.00
WEB Webjet Limited 20.00
EVN Evolution Mining Limited 20.00
SCP Shopping Centres Australasia Property Group 20.00
PMGOLD Perth Mint Gold Call Opts No Expiry 20.00
NWS News Corporation Class B Voting Common Stock CDI 20.00
IPL Incitec Pivot Ltd 20.00
NAB National Australia Bank Ltd 20.00
CIA Champion Iron Limited 20.00
GOZ Growthpoint Properties Australia 20.00
CSL CSL Limited 20.00
NHF NIB Holdings Limited 20.00
PDN Paladin Energy Ltd 20.00
PLS Pilbara Minerals Limited 20.00
ALQ ALS Limited 20.00
CHN Chalice Mining Limited 20.00
GOR Gold Road Resources Limited 20.00
NST Northern Star Resources Ltd 20.00
RRL Regis Resources NL 20.00
DOW Downer EDI Ltd 20.00
MFF MFF Capital Investments Limited 20.00
GOLD ETFS Physical Gold Preference Share 20.00
WAF West African Resources Limited 20.00
GPT GPT Group 20.00
IGO IGO Limited 20.00
ABP Abacus Property Group 20.00
WAX WAM Research Limited 20.00
ANN Ansell Ltd 20.00
ASX ASX Limited 20.00
BKI BKI Investment Company Limited 20.00
AWC Alumina Ltd 20.00
MVE VanEck S&P/ASX MidCap ETF 20.00
SEK Seek Limited 20.00
INA Ingenia Communities Group 20.00
CCP Credit Corporation Group Ltd 20.00
CGF Challenger Limited 20.00
MOT Metrics Income Opportunities Trust 15.00
FOOD BetaShares Global Agriculture ETF Currency Hedged 15.00
TGR Tassal Group Limited 10.00
ASB Austal Ltd 10.00
CDA Codan Limited 10.00
HPI Hotel Property Investments 10.00
SSM Service Stream Limited 10.00
NCK Nick Scali Limited 10.00
DTL DATA3 Limited 10.00
MNY Money3 Corporation Limited 10.00
HSN Hansen Technologies Ltd 10.00
OOO BetaShares Crude Oil Index ETF - Currency Hedged 10.00
AMI Aurelia Metals Limited 10.00
MYS MyState Limited 10.00
RED Red 5 Limited 10.00
MYX Mayne Pharma Group Limited 10.00
SHV Select Harvests Ltd 10.00
PNV Polynovo Limited 10.00
PGH PACT Group Holdings Limited 10.00
LOV Lovisa Holdings Limited 10.00
AFG Australian Finance Group Ltd 10.00
WGX Westgold Resources Limited 10.00
SIG Sigma Healthcare Limited 10.00
JLG Johns Lyng Group Limited 10.00
CXL Calix Limited 10.00
INR Ioneer Ltd 10.00
FCL FINEOS Corporation Holdings plc CDI 10.00
TYR Tyro Payments Limited 10.00
WOWSOA CITIWARRANTS WOW SFI WARRANT 27/11/2024 10.00
JDO Judo Capital Holdings Limited 10.00
29M 29Metals Limited 10.00
SDR SiteMinder Limited 10.00
FFX Firefinch Limited 10.00
VEUSOA CITIWARRANTS VEU SFI WARRANT 22/06/2023 10.00
360 Life360 Inc. CDI 10.00
BGL Bellevue Gold Limited 10.00
KGN Kogan.com Limited 10.00
TECH ETFS Morningstar Global Technology ETF 10.00
AD8 Audinate Group Limited 10.00
GDI GDI Property Group 10.00
ECX Eclipx Group Limited 10.00
BBN Baby Bunting Group Limited 10.00
BWX BWX Limited 10.00
JIN Jumbo Interactive Limited 10.00
ETPMPM ETFS Physical PM Basket 10.00
MSB Mesoblast Limited 10.00
ACQ Acorn Capital Investment Fund Limited 10.00
GWA GWA Group Limited 10.00
GMA Genworth Mortgage Insurance Australia Limited 10.00
AEF Australian Ethical Investment Limited 10.00
DDR Dicker Data Limited 10.00
STX Strike Energy Limited 10.00
SXL Southern Cross Media Group Limited 10.00
MAF MA Financial Group Limited 10.00
APM APM Human Services International Limited 10.00
DXI Dexus Industria Reit 10.00
ASM Australian Strategic Materials Limited 10.00
ABB Aussie Broadband Limited 10.00
NXL Nuix Limited 10.00
MAET MUNRO Global Growth Fund - (Hedge Fund) ETF 10.00
BET Betmakers Technology Group Ltd 10.00
VUL Vulcan Energy Resources Limited 10.00
COF Centuria Office REIT 10.00
AX1 Accent Group Limited 10.00
URW Unibail-Rodamco-Westfield CDI 10.00
RBL Redbubble Limited 10.00
BVS Bravura Solutions Limited 10.00
SMLL BetaShares Australian Small Companies Select Fund 10.00
EHE Estia Health Limited 10.00
IDX Integral Diagnostics Limited 10.00
TPW Temple & Webster Group Ltd 10.00
CMM Capricorn Metals Ltd 10.00
SPL Starpharma Holdings Ltd 10.00
RFF Rural Funds Group 10.00
NWH NRW Holdings Limited 10.00
SIQ Smartgroup Corporation Limited 10.00
NEA Nearmap Ltd 10.00
AMA AMA Group Limited 10.00
IMD Imdex Ltd 10.00
KAR Karoon Energy Ltd 10.00
DBI Dalrymple Bay Infrastructure Limited 10.00
PRN Perenti Global Limited 10.00
OBL Omni Bridgeway Limited 10.00
ACDC ETFS Battery Tech & Lithium ETF 10.00
CQE Charter Hall Social Infrastructure REIT 10.00
SYA Sayona Mining Limited 10.00
CGFPB Challenger Capital Notes 2 22/05/2025 10.00
OML OOH!Media Limited 10.00
APX Appen Limited 10.00
DUB Dubber Corporation Limited 10.00
ADH Adairs Limited 10.00
PWH PWR Holdings Limited 10.00
RSG Resolute Mining Ltd 10.00
SKC SKYCITY Entertainment Group Limited 10.00
SPK Spark New Zealand Limited 10.00
SYR Syrah Resources Limited 10.00
JRV Jervois Global Limited 10.00
MND Monadelphous Group Ltd 10.00
PTM Platinum Asset Management Limited 10.00
GEM G8 Education Limited 10.00
PPK PPK Group Ltd 10.00
MMS McMillan Shakespeare Limited 10.00
COE Cooper Energy NL 10.00
CVN Carnarvon Energy Limited 10.00
IFM Infomedia Ltd 10.00
AAC Australian Agricultural Company Ltd 10.00

Assets approved up to 50% investment

ASX Code Asset Name Investment Limit
ILB iShares Government Inflation ETF 50.00
VAF Vanguard Australian Fixed Interest Index ETF 50.00
PGF PM Capital Global Opportunities Fund Limited 50.00
QUS BetaShares S&P 500 Equal Weight ETF 50.00
IHOO iShares Global 100 AUD Hedged ETF 50.00
FGG Future Generation Global Investment Company Ltd 50.00
VCF Vanguard Int Credit Securities Index (Hedged) ETF 50.00
MHG Magellan Global Equities Fund (Hedged) 50.00
WRLD BetaShares Managed Risk Global Share Fund 50.00
MOAT VanEck Morningstar Wide Moat ETF 50.00
GROW Schroder Real Return (Managed Fund) 50.00
IHCB iShares Core Global Corporate Bd (AUD Hedged) ETF 50.00
IWLD iShares Core MSCI World Ex Aus ESG Leaders ETF 50.00
VMIN Vanguard Global Minimum Volatility Active ETF 50.00
INCM Betashares Global Income Leaders ETF 50.00
AGVT BetaShares Australian Government Bond ETF 50.00
VETH Vanguard Ethically Conscious Aust Shares ETF 50.00
SEMI ETFS Semiconductor ETF 50.00
OZBD BetaShares Australian Composite Bond ETF 50.00
ICOR iShares Core Corporate Bond ETF 50.00
HETH BetaShares Global Sustainability Leaders ETF CH 50.00
VLUE VanEck MSCI International Value ETF 50.00
QLTY BetaShares Global Quality Leaders ETF 50.00
GRNV VanEck MSCI Australian Sustainable Equity ETF 50.00
FANG ETFS FANG ETF 50.00
AASF Airlie Australian Share Fund (managed fund) 50.00
WGB WAM Global Limited 50.00
RINC BetaShares Martin Currie Real Income Fund 50.00
VACF Vanguard Aust Corporate Fixed Interest Index ETF 50.00
VGAD Vanguard MSCI Index Int Shares (Hedged) ETF 50.00
VIF Vanguard Int Fixed Interest Index (Hedged) ETF 50.00
WDIV SPDR S&P Global Dividend Fund ETF 50.00
WAM WAM Capital Limited 50.00
IAF iShares Core Composite Bond ETF 50.00
NNUK Nanuk New World Fund (Managed Fund) 50.00
E200 SPDR S&P/ASX 200 ESG FUND 50.00
HQLT BetaShares Global Quality Leaders ETF - Ccy Hdgd 50.00
GOVT SPDR S&P/ASX Australian Government Bond Fund 50.00
QHAL VanEck MSCI International Quality (Hedged) ETF 50.00
ATEC BetaShares S&P/ASX Australian Technology ETF 50.00
FAIR BetaShares Australian Sustainability Leaders ETF 50.00
EINC BetaShares Martin Currie Equity Income Fund 50.00
VEFI Vanguard Ethically Cons Glob Agg Bd Indx (Hdg) ETF 50.00
WLE WAM Leaders Limited 50.00
MICH Magellan Infrastructure Fund (Currency Hedged) 50.00
WDMF iShares Edge MSCI World Multifactor ETF 50.00
EX20 BetaShares Aust EX-20 Portfolio Diversifier ETF 50.00
SPY SPDR S&P 500 ETF Trust 50.00
VTS Vanguard US Total Market Shares Indx ETF 50.00
WXHG SPDR S&P World ex Australia Carbon Ctl Hedged Fund 50.00
WHF Whitefield Industrials Limited 50.00
IOO iShares Global 100 ETF 50.00
MVW VanEck Australian Equal Weight ETF 50.00
HNDQ BetaShares NASDAQ 100 ETF Currency Hedged 50.00
VISM Vanguard MSCI Intl Small Companies Index ETF 50.00
BNDS BetaShares Western Asset Australian Bond Fund 50.00
PIXX Platinum International Fund (Quoted Mngd Hedge Fd) 50.00
IHWL iShares Core MSCI World ex Aus ESG Ldr AUD Hdg ETF 50.00
AGX1 Antipodes Global Shares (Quoted Managed Fund) 50.00
AUST BetaShares Managed Risk Australian Share Fund 50.00
RARI Russell Investments Australian Resp Investment ETF 50.00
AUMF iShares Edge MSCI Australia Multifactor ETF 50.00
IHVV iShares S&P 500 AUD Hedged ETF 50.00
QUAL VanEck MSCI International Quality ETF 50.00
VEU Vanguard All-World Ex-US Shares Index ETF 50.00
IJH iShares S&P Mid-Cap ETF 50.00
FGX Future Generation Investment Company Limited 50.00
SYI SPDR MSCI Aust Select High Dividend Yield Fund 50.00
WXOZ SPDR S&P World ex Australia Carbon Control Fund 35.00
PLUS VanEck Australian Corporate Bond Plus ETF 30.00
QPON BetaShares Aust Bank Senior Floating Rate Bond ETF 30.00
HBRD BetaShares Active Australian Hybrids Fund 30.00
WCMQ WCM Quality Global Growth Fund 30.00
IOZSOG CITIWARRANTS IOZ SFI WARRANT 17/06/2027 30.00
IOZSOE CITIWARRANTS IOZ SFI WARRANT 22/06/2023 30.00
WQG WCM Global Growth Limited 30.00
FLOT VanEck Australian Floating Rate ETF 30.00
ZYUS ETFS S&P 500 High Yield Low Volatility ETF 30.00
CRED BetaShares Australian Investment Grade Corp Bd ETF 30.00
ZYAU ETFS S&P/ASX 300 High Yield Plus ETF 30.00
IAA iShares S&P Asia 50 25.00

Assets approved up to 100% investment

ASX Code Asset Name Investment Limit
ILC iShares S&P/ASX 20 ETF 100.00
IVE iShares MSCI EAFE ETF 100.00
IGB iShares Treasury ETF 100.00
AAA BetaShares Australian High Interest Cash ETF 100.00
VGS Vanguard MSCI Index International Shares ETF 100.00
PL8 Plato Income Maximiser Limited 100.00
VDGR Vanguard Diversified Growth Index ETF 100.00
MGF Magellan Global Fund 100.00
GOAT VanEck Morningstar International Wide Moat ETF 100.00
DBBF BetaShares Ethical Diversified Balanced ETF 100.00
DGGF BetaShares Ethical Diversified Growth ETF 100.00
MGOC Magellan Global Fund (Open Class) (Managed Fund) 100.00
DZZF BetaShares Ethical Diversified High Growth ETF 100.00
VDBA Vanguard Diversified Balanced Index ETF 100.00
VVLU Vanguard Global Value Equity Active ETF 100.00
VESG Vanguard Ethically Conscious Int Shares Index ETF 100.00
ETHI BetaShares Global Sustainability Leaders ETF 100.00
BILL iShares Core Cash ETF 100.00
NDQ BetaShares NASDAQ 100 ETF 100.00
SLF SPDR S&P/ASX 200 Listed Property Fund 100.00
RGB Russell Investments Aust Govt Bond ETF 100.00
VHY Vanguard Australian Shares High Yield ETF 100.00
VLC Vanguard MSCI Australian Large Companies Index ETF 100.00
DJW Djerriwarrh Investments Ltd 100.00
AFI Australian Foundation Investment Company Ltd 100.00
IHD iShares S&P/ASX Dividend Opportunities ETF 100.00
DHHF BetaShares Diversified All Growth ETF 100.00
VBND Vanguard Global Aggregate Bond Index (Hedged) ETF 100.00
VDCO Vanguard Diversified Conservative Index ETF 100.00
ISEC iShares Enhanced Cash ETF 100.00
QOZ Betashares FTSE RAFI Australia 200 ETF 100.00
IVV iShares S&P 500 ETF 100.00
VGB Vanguard Australian Government Bond Index ETF 100.00
STW SPDR S&P/ASX 200 Fund 100.00
HYGG Hyperion GBL Growth Companies Fund (Managed Fund) 100.00
VDHG Vanguard Diversified High Growth Index ETF 100.00
A200 BetaShares Australia 200 ETF 100.00
PIC Perpetual Equity Investment Company Limited 100.00
VAS Vanguard Australian Shares Index ETF 100.00
SFY SPDR S&P/ASX 50 100.00
RDV Russell Investments High Div Aust Shares ETF 100.00
BOND SPDR S&P/ASX Australian Bond Fund 100.00
IOZ iShares Core S&P/ASX 200 ETF 100.00
ARG Argo Investments Ltd 100.00