GEI plus pre-selected portfolios

Take the hassle out of choosing shares

Macquarie offers five pre-selected portfolios, compiled by Macquarie Equities Limited, to take the hassle out of choosing shares.

Stable Growth portfolio

A moderate risk portfolio comprising large and currently liquid companies, the majority of which generally pay highly franked dividend income. The portfolio is weighted to track the S&P/ASX 100.

Current weightings (for loans less than $100,000)
BHP Billiton Limited 25.0%
Woolworths Limited 25.0%
Commonwealth Bank of Australia 25.0%
QBE Insurance Group 25.0%

Growth Plus portfolio

Contains stocks with a lower yield but greater emphasis on growth. This portfolio is designed to suit investors who may not have a strong reliance on dividend income.

Current weightings (for loans less than $100,000)
BHP Billiton Limited 30.0%
Commonwealth Bank of Australia 30.0%
QBE Insurance Group Limited 25.0%
AMP Limited 15.0%

Income Plus portfolio

Contains a diversified selection of shares that traditionally pay highly franked dividends. This portfolio may suit investors who are looking for income as well as growth.

Current weightings (for loans less than $100,000)
Commonwealth Bank of Australia 30.0%
Westpac Banking Corporation 30.0%
Telstra Corporation Limited 25.0%
Westfield Group 15.0%

Bank portfolio

Consists of the four major banks. This section has been a standout performer in the Australian market for a number of years.

Current weightings (for loans less than $100,000)
Westpac Banking Corporation 35.0%
Commonwealth Bank of Australia 30.0%
Australia and New Zealand Banking Group 20.0%
National Australia Bank Limited 15.0%

Thematic portfolio

Selected shares expected to benefit from exposure to key structural themes impacting the Australian market over the next five years.

Current weightings (for loans less than $100,000)
AMP Limited 25.0%
BHP Billiton Limited 25.0%
CSL Limited 25.0%
Transurban Group 25.0%

Find out more

To view the current interest rates for the GEI plus pre-selected portfolios, please:

Ready to apply?

We recommend you obtain professional financial, legal and taxation advice before making any investment decision.