|
The Macquarie Balanced Funds give your clients the ultimate ready-made investment portfolio. They can access the potential returns of 8 asset classes -including Australian and international shares, property, Australian and international fixed interest securities and cash – all with the one investment.
The Macquarie Balanced Funds let you build an instant core diversified portfolio for your clients. They give your clients:
- a mixture of capital growth and income
- an instant diversified investment portfolio
- reduced risk by spreading their investment across 8 asset classes
- a regular contributions plan to help them save
How Macquarie manages your clients’ money
| |
Target % |
Range % |
| Australian shares |
30 |
20-40 |
| International shares |
20 |
10-30 |
| Property |
10 |
0-20 |
| Australian fixed interest |
22.5 |
0-40 |
| International fixed interest |
10 |
0-20 |
| Alternative assets |
5 |
0-10 |
| Cash |
2.5 |
0-25 |
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 to make the most of long term trends in investment markets.
We believe in giving your clients the benefit of thorough diversification, so we include emerging markets and alternative investments in the portfolio asset allocation.
Information for your clients
| Three key benefits to tell your clients |
- the potential for both capital growth and income
- build an investment portfolio instantly, with reduced risk through diversification across 8 asset classes
- actively managed to make the most of constantly changing market conditions.
|
| This product might suit clients who |
- want to build a diversified, well-managed investment portfolio quickly
- want both capital growth and income from their investments
- want to diversify their investments across a variety of asset classes
- plan to invest for more than 5 years.
|
Brokerage and trail commission
| Upfront brokerage |
3.30% of each investment
|
| Trail commission |
0.44% of the average account balance each month (paid monthly) |
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
| |
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 
