Trading Rules

ASX Investment Rules

In situations where a member holds 50% or more of their investments in listed securities, certain additional investment holding rules apply as follows:
ASX Security TypeSingle Security LimitAggregate Holding Limits
Ordinary Securities (inside ASX200)**Up to 25% of your accountUp to 100% of your account
Ordinary Securities (outside ASX200)Up to 25% of your accountUp to 50% of your account
ETFs, ETP and LICsUp to 50% of your accountUp to 100% of your account
ETF Commodities & CurrenciesUp to 25% of your accountUp to 25% of your account

* An Australian direct interest rate security (for example a hybrid security, and/or corporate bond) issued by a company listed on the ASX All Ordinaries Index will have the same holding limit applied as the holding company. 

**TraCRs are treated as an ASX 200 holding


If these conditions are breached, the Trustee reserves the right to take whatever corrective action it considers necessary or appropriate to ensure the portfolio is maintained within the investment rules.

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