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The Macquarie Managed Growth Funds give your clients the potential for high capital growth over the long term. The funds invest in a diversified portfolio of mainly growth assets (such as shares and property), with some exposure to income-producing assets (such as money market and fixed interest assets).
The Macquarie Managed Growth Funds offer your clients:
- an instant diversified investment portfolio
- the potential for strong capital growth and a small proportion of income
- reduced risk by spreading their investment across 8 asset classes
- a regular contributions plan to help them save
- annual tax statements to help them complete their tax return
- award-winning client service on their account.
How Macquarie manages your clients’ money
Macquarie actively manages your clients' money, diversifying it across these ranges:
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Target % |
Range % |
| Australian shares |
45 |
35-55 |
| International shares |
25 |
15-35 |
| Property |
10 |
0-20 |
| Australian fixed interest |
10 |
0-30 |
| International fixed interest |
5 |
0-10 |
| Alternative assets |
5 |
0-10 |
| Cash |
0 |
0-20 |
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.
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 strong capital growth over the long term
- reduced risk through a diversified portfolio with exposure to mainly growth assets and some income-producing assets
- the flexibility to switch to the Macquarie Balanced or Income Advantage Funds if your needs change
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| This product might suit clients who |
- want to build wealth over the long term
- are comfortable with short-term fluctuations in their capital
- want to diversify their investments across a variety of asset classes
- plan to invest for more than 5 years
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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 Product Disclosure Statement (PDS). 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]
Product Disclosure Statement
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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