Bell Potter Capital does not make any representations regarding the securities included in this Investment Menu, their suitability or their performance and the inclusion of any securities on this Investment Menu shall not be construed as the provision of financial advice in relation to those securities. Investors should obtain their own financial advice as to the suitability of investing in any GEI Securities included on this Investment Menu in light of their financial objectives, situations and needs.
Effective as at 5 July 2021
AGL AGL ENERGY LIMITED OZL OZ MINERALS LIMITED ALL ARISTOCRAT LEISURE LIMITED QAN QANTAS AIRWAYS LIMITED AWC ALUMINA LIMITED QBE QBE INSURANCE GROUP LIMITED AMC AMCOR LIMITED RHC RAMSAY HEALTH CARE LIMITED AMP AMP LIMITED RIO RIO TINTO LIMITED ANN ANSELL LIMITED RMD RESMED INC AZJ AURIZON HOLDINGS LIMITED RRL REGIS RESOURCES LIMITED AUSTRALIA AND NEW ZEALAND BANKING GROUP ANZ STO SANTOS LIMITED LIMITED SCG SCENTRE GROUP LIMITED APA APA GROUP SEK SEEK LIMITED ASX AUSTRALIAN STOCK EXCHANGE LIMITED SHL SONIC HEALTHCARE LIMITED BEN BENDIGO AND ADELAIDE BANK LIMITED SGR STAR ENTERTAINMENT GROUP LIMITED BHP BHP BILLITON LIMITED SGP STOCKLAND UNIT TRUST BLD BORAL LIMITED SUN SUNCORP-METWAY LIMITED BXB BRAMBLES LIMITED SYD SYDNEY AIRPORT CIM CIMIC GROUP LIMITED TAH TABCORP HOLDINGS LIMITED COH COCHLEAR LIMITED TLS TELSTRA CORPORATION LIMITED COL COLES GROUP LIMITED TCL TRANSURBAN GROUP CBA COMMONWEALTH BANK OF AUSTRALIA TWE TREASURY WINE ESTATES LIMITED CPU COMPUTERSHARE LIMITED WES WESFARMERS LIMITED CWN CROWN RESORTS LIMITED WBC WESTPAC BANKING CORPORATION CSL CSL LIMITED WPL WOODSIDE PETROLEUM LIMITED DXS DEXUS PROPERTY GROUP WOW WOOLWORTHS LIMITED EDV ENDEAVOUR GROUP LIMITED WOR WORLEY LIMITED EVN EVOLUTION MINING LIMITED XRO XERO LIMITED FMG FORTESCUE METALS GROUP
GMG GOODMAN GROUP Exchange-traded products and unlisted managed funds GPT GPT GROUP UNIT TRUST IAG INSURANCE AUSTRALIA GROUP LIMITED May be acquired prior to market close. Subject to our ability JHX JAMES HARDIE INDUSTRIES to enter into arrangements to provide the limited recourse feature of the loan. Please contact us for more information. LLC LEND LEASE CORPORATION LIMITED
MFG MAGELLAN FINANCIAL GROUP LIMITED Code Stock MPL MEDIBANK PRIVATE LIMITED F100 BetaShares FTSE 100 ETF MQG MACQUARIE GROUP LIMITED GDX VanEck Vectors Gold Miners ETF NAB NATIONAL AUSTRALIA BANK LIMITED IOZ iShares Core S&P/ASX 200 ETF NCM NEWCREST MINING LIMITED IVV iShares S&P 500 ETF NST NORTHERN STAR RESOURCES LIMITED NDQ BetaShares NASDAQ 100 ETF OSH OIL SEARCH LIMITED STW SPDR S&P/ASX 200 Fund ORI ORICA LIMITED BFT* BELL FINANCIAL TRUST ORG ORIGIN ENERGY LIMITED
GEI Reference Rates As at 4 March 2021
Rate Type Interest rate p.a. Variable 6.77% 12 months fixed 6.70% Fixed for term (2 years) 6.87% Fixed for term (3 years) 7.12% Fixed for term (4 years) 7.50%
GEI Reference Rates will change with movements in Bell Potter Capital’s cost of funding. The GEI Reference Rates on a given day will be the same for all GEI Securities. The interest rate on your Bell Geared Equities Investment will depend upon a number of factors including your choice of the GEI Securities to include in your portfolio, the term of your loan and the interest payment option you select. Throughout the term of your GEI Facility the interest rate for each Drawing will be equal to the applicable GEI Reference Rate on each Interest Reset Date plus your Facility Margin. The initial interest rate applicable to your Facility or to a Drawing, will be determined at the time of purchasing your GEI Securities. The initial interest rate applicable to your Facility, or to a Drawing, will be confirmed to you in your Loan Statement (or in the accompanying GEI Cashflow Analysis), which we will send you once your GEI Securities have been acquired. The GEI Reference Rates are subject to change at any time. Fluctuations in interest rates can increase the cost of servicing your GEI Facility. Full terms and conditions, along with a full description of interest rate risk, fees and charges are set out in the Bell GEI Brochure dated 11 November 2019.
* This unlisted managed investment scheme cannot be the sole investment in a GEI Facility. Please contact Bell Potter Capital on 1800 787 233 for indicative interest rates on your chosen portfolios.
The information in this document has been prepared by Bell Potter Capital Limited ABN 54 085 797 735, AFSL No. 360457 (Bell Potter Capital), the loan provider for Bell Geared Equities Investment (GEI). GEI is offered under the GEI Brochure dated 11 November 2019, available at bellpottercapital.com.au or by phoning 1800 787 233. Before making any investment decision, you should obtain a copy of the GEI Brochure and consider its contents carefully. The loans offered under the GEI Brochure are subject to Bell Potter Capital’s approval. We recommend that investors obtain financial, legal and taxation advice before making any financial investment decision.
Capitalised terms not defined in this document shall have the meaning ascribed to them in the GEI Brochure.
Members of the Bell Financial Group and their directors, employees or affiliates may have interests in the securities referred to in this document by acting in various roles including acting as investment adviser, broker or lender. Bell Potter Capital or its associates may receive fees, brokerage or commissions for acting in these capacities. You may contact Bell Potter Capital on 1800 787 233.