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If your clients want to receive a competitive income stream while building wealth over time, consider listed property. The Macquarie Property Securities Trust gives your clients an actively-managed portfolio with exposure to most sectors of the Australian property market from tourism to industrial property.
The Macquarie Property Securities Trust offers your clients:
- exposure to more than 30 listed property securities
- the potential for both competitive, tax deferred income and capital growth
- increased diversification by spreading their investment across a variety of sectors
- a higher level of liquidity than an investment directly into property
- a regular contributions plan to help them save.
The Fund aims to perform better than the S&P/ASX 200 Listed Property Trust Accumulation Index over five years.
How Macquarie manages your clients’ money
We actively manage your clients’ funds and aim to add value for them over a passive benchmark - the S&P/ASX 200 Listed Property Trust Accumulation Index.
We invest in listed property securities that give your clients exposure to property sectors like:
- retail
- industrial
- commercial
- tourism
- infrastructure.
We extensively analyse the property markets and economic factors that drive property earnings, to determine which sectors of the property market will perform strongly. To increase diversification and enhance returns, we can also invest in stocks outside the property index, such as infrastructure securities, up to a maximum of 10% of the portfolio.
How Macquarie adds value for your clients
We add value to your clients' portfolios by taking advantage of volatility in asset prices.
We do this by identifying the underlying forces that are changing investor expectations and moving asset prices. The forces we believe change investor expectations in the Australian listed property trust market are:
- long-term distribution growth
- how sustainable the current yield is
- the quality of management.
By analysing and understanding these forces, we aim to deliver added value to your clients.
Information for your clients
| Three key benefits to tell your clients |
- a well diversified listed property portfolio
- the potential for a regular income stream and some capital growth
- managed by a highly rated team to add value to your returns.
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| This product might suit clients who |
- want a regular income stream
- have direct property investments, and want to diversify their property portfolio
- plan to invest for the medium term.
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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 |
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 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 PDS 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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