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If your clients want more income from their investments, you might want to consider the Macquarie Income Advantage Funds. They give investors a diversified portfolio of income-producing assets (such as money market and fixed interest assets), with some exposure to growth assets (such as shares and property).
The Macquarie Income Advantage Funds offer your clients:
- an instant diversified investment portfolio
- the potential for consistent income and moderate capital growth
- a regular contributions plan to help them save
How Macquarie manages your clients’ money
Macquarie actively manages your clients' money, diversifying it across these ranges:
| |
Target% |
Range% |
| Australian shares |
10 |
0-20 |
| International shares |
10 |
0-20 |
| Property |
5 |
0-10 |
| Australian fixed interest |
35 |
0-70 |
| International fixed interest |
10 |
0-20 |
| Cash |
30 |
0-60 |
| Alternative Assets |
0 |
0 |
The approach works like this:
- the funds invest your clients’ money in specialised sector pools run by teams with expertise in each asset class
- a specialist asset allocation team also takes positions away from the strategic benchmark weightings to take advantage of short-term market conditions
- the strategic benchmark is reviewed every three to five years.
Information for your clients
| Three key benefits to tell your clients |
- the potential for consistent income
- reduced risk through a portfolio diversified across major asset classes
- the flexibility to switch to the Macquarie Balanced or Managed Growth Funds if your needs change.
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| This product might suit clients who |
- want to supplement their retirement income
- want to supplement their salary
- are about to retire or have retired and are looking for some capital growth (but with less short-term fluctuations than with a balanced or growth investment)
- want to diversify their investments across a variety of asset classes.
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Brokerage and trail commission
| Upfront brokerage |
3.30% of each investment
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| Trail commission |
0.44% of the average account balance paid monthly
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How to invest
Your client will need a prospectus and an application form. Once your client has read the prospectus and the application form is completed, your client simply needs 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 of applicant]
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 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.
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