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The Macquarie International Share Trust gives your clients a diversified portfolio of shares from the major sharemarkets around the world.
The Macquarie International Share Trust offers your clients:
- access to the world’s major sharemarkets in a ready-made portfolio
- the potential for high capital growth over the long term
- increased diversification by spreading their investment across a variety of countries, sectors and companies
- a regular contributions plan to help them save.
The trust aims to give your clients capital growth over five years or more, performing better than the MSCI World (ex-Australia) Index on the ASX.
Information for your clients
| Three key benefits to tell your clients |
- potential for high long-term growth from exposure to the major sharemarkets around the world
- expert management that works well with other international management styles
- reduced risk through diversification across countries, sectors and companies.
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| This product might suit clients who |
- already invest in Australian shares, and want to diversify their portfolio by investing in international shares
- want a ready-made portfolio of international shares
- want to achieve high long-term returns
- are comfortable with short-term fluctuations in their investment
- want an investment that gives them mostly capital growth and some income
- plan to invest for more than 5 years.
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| Fees and other costs | | Buy/Sell spread |
+0.40%/-0.35% |
Brokerage and trail commission
| Upfront brokerage |
3.30 % of each investment |
| Trail commission |
0.44% of the average account balance each month |
How to invest
Your clients will need a prospectus and an application form. 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 Investment Funds, A/C [insert 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 PDS (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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