|
Let your clients share in some of Australia's fastest growing companies with the Macquarie Small Companies Growth Trust. It gives your clients a portfolio of 30-60 small Australian companies carefully chosen by Macquarie’s team of experts.
The Macquarie Small Companies Growth Trust offers your clients:
- an actively-managed share portfolio of small Australian companies
- the potential for high capital growth over the long term
- increased diversification by spreading their investment across a variety of sectors and companies
- greater exposure to small companies than they could usually achieve by themselves
- a regular contributions plan to help them save.
The trust aims to perform better than the S&P/ASX Small Ordinaries Accumulation Index over the long term.
How Macquarie manages your clients’ money
Your clients money is invested in companies withing the S&P/ASX Small Ordinaries Accumulation Index, and other small companies listed (or soon to be listed) on the Australian Stock Exchange. Macquarie's investment strategy combines quantitative filters with bottom up, qualitative analysis of the key variables that impact the share price of smaller companies, namely:
- earnings growth
- valuation
- industry attractiveness
- competitive advantage, and
- company management.
Information for your clients
| Three key benefits to tell your clients |
- potential for high capital growth over the long term
- greater exposure to small companies than they could achieve on their own
- reduced risk through added diversification and a rigorous investment process.
|
| This product might suit clients who |
- want the potential for high capital growth over the long term
- are comfortable with short-term fluctuations in their investment
- already have a share portfolio that's concentrated in large companies, and they want to diversify
- find it difficult to invest directly in small companies.
|
Brokerage and trail commission
| Upfront brokerage |
3.30 % of each investment
|
| Trail commission |
0.44% of the average account balance paid monthly |
How to invest
Your clients will need a Product Disclosure Statement. Once your clients have read the prospectus 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 Australian Share Selection, A/C [insert name of applicant]
Prospectus
Forms
| |
Download |
Description |
 |
Change account details form
(pdf 147KB)
|
Change the address and contact details for your clients' accounts. |
|
Third party authority form
(pdf 300KB)
|
Simplify setup of third party authorities on your clients' accounts by using the new Macquarie Third Party Authority Form. |
|
Withdrawal form
(pdf 110KB)
|
Request to withdraw funds from your clients' accounts. |
Applications to invest can be made only on the form attached to the prospectus 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.
|
Home 
Advisers 
