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If your clients want to get exposure to the Australian sharemarket but they’re not sure where to start, consider the Macquarie Active Australian Equities Trust. It gives your clients an instant portfolio of more than 100 listed Australian shares, each carefully chosen by a team of experts at Macquarie.
The Macquarie Active Australian Equities Trust offers your clients:
- an actively-managed Australian share portfolio
- the potential for high capital growth and some income over the long term
- increased diversification by spreading their investment across a variety of sectors and companies
- a regular contributions plan to help them save
- The Trust aims to give investors capital growth and some income over five years or more, performing better than the S&P/ASX 300 Accumulation Index.
How Macquarie manages your clients’ money
We actively manage your clients' funds and aim to add value for them over the benchmark.
The Trust is managed using Macquarie's 'Style Neutral' investment approach. Under this approach, company selection decisions are based on objective assessments of likely share price movements. These decisions are based on a range of statistical and event driven strategies that can enhance your clients returns from the Fund.
How Macquarie adds value for your clients
Since first offering style neutral equities management in 1992, Macquarie Funds Managment has established a reputation as one of Australia's leading style neutral equities managers.
Our ability to deliver consistent outperformance, targeted tracking error and improved post-tax returns is a result of our highly disciplined investment process, strong risk management, experienced and well resourced investment team and leading edge systems.
Information for your clients
| Three key benefits to tell your clients |
- build a share portfolio instantly
- actively managed by a team of experts to add value above the index
- Macquarie’s Style Neutral investment process is designed to deliver consistent outperformance in a range of market conditions.
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| This product might suit clients who |
- want to achieve high long-term returns
- are comfortable with short-term fluctuations in their investment
- want an investment that offers mostly capital growth and some income.
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Brokerage and trail commission
| Upfront brokerage |
2.20% of each investment |
| Trail commission |
0.44% of the average account balance each month |
How to invest
Your clients will need a Product Disclosure Statement (PDS). Once your clients have read the PDS and the application form is completed, they simply need to sign the form and send it with any other relevant documentation and a cheque to:
Macquarie Investment Management Limited
PO Box 192
Australia Square NSW 1215
Please make the cheque payable to: MIML – Macquarie Investment Series, A/C [insert full account name]
Prospectus
Forms
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Download |
Description |
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Change account details form
(pdf 147KB)
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Change the address and contact details for your clients' accounts. |
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Third party authority form
(pdf 300KB)
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Simplify setup of third party authorities on your clients' accounts by using the new Macquarie Third Party Authority Form. |
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Withdrawal form
(pdf 110KB)
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Request to withdraw funds from your clients' accounts. |
Applications to invest can be made only on the form attached to the PDS dated 7 December 2006 and lodged with ASIC (copies are available from our offices). Member companies of the Macquarie Bank Group do not guarantee the repayment of capital or the performance of the fund. Past performance is not indicative of future performance. These pages are provided for information only and don’t take into account the financial situation, objectives or needs of any particular investor.
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