Macquarie Winton Global Opportunities Trust

The Macquarie Winton Global Opportunities Trust ARSN 116 206 190 (the Trust) has been designed by Macquarie Investment Management Limited (MIML) to offer investors access to the growth potential of an investment managed by Winton Capital Management Limited (Winton).

Winton seeks to generate returns using proprietary research to make inferences about the future performance of over 100 global markets using a portfolio of futures contracts covering commodities, equities, fixed interest and currencies.

The Trust's investment is capital protected at the end of the seven year investment term (the capital protection date), with the capital protection provided by Goldman Sachs International*.

Benefits

The Trust provides the potential for the following key benefits:

• Access to leading management – the underlying fund is managed by Winton Capital Management Limited (“Winton”) – a world renown investment management company, which has delivered strong growth via its core strategy since inception in October 1997^
• Opportunity to profit from global themes – a broadly diversified investment with indirect exposure to over 100 global commodities, currency, equities, and fixed interest markets
• ASX listed – units in the Trust are listed on the ASX
• Capital protection – the Trust’s exposure to the underlying fund benefits from capital protection provided by Goldman Sachs International
• Potential for income

Fund distribution information (pdf 54KB)

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Why Winton

• Distinctive investment philosophy centered around a research based approach involving advanced statistical methods.
• Very strong investment track record, which has consistently outperformed managed futures, global equities and hedge fund indices.
• Winton trades in more than 100 markets across multiple asset classes using a portfolio of futures contracts covering commodities, fixed income, equities and currencies.
• Winton use statistical research and highly efficient trading systems that aim to identify and exploit market inefficiencies.
• Their strategy can act as a ‘buffer’ when shares take a plunge.
• Team of over 18 researchers in statistics and related fields dedicated to improving Winton’s returns from their London and Oxford University offices.

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Macquarie Winton Global Opportunities Trust - at a glance

Macquarie Investment Management Limited ABN 66 002 867 003, AFSL 237492 (MIML) is not an authorised-deposit taking institution for the purposes of the Banking Act (Cth) 1959 and MIML’s obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of MIML. The Macquarie Winton Global Opportunities Trust (the “Trust”) is offered by MIML. This information is general advice only and has been prepared without taking into account the objectives, financial situation or needs of any particular investor. Before making a decision to invest in the Trust, investors should read the Trust’s product disclosure statement dated 5 October 2005 (“PDS”) in full, which is available from us, and consider, with or without their financial adviser, whether the investment fits their objectives, financial situation and needs.

To the extent permitted by law, MBL and MIML accept no responsibility for errors or misstatements, negligent or otherwise. None of MBL, MIML or any Macquarie Group company is liable for any loss incurred from relying on this web page, including any loss arising from data corruption occurring through downloading/viewing the PDS. Information may be affected by the accuracy of assumptions, risks and other uncertainties which may cause the actual figures to differ. Investments in the Trust are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML or any Macquarie Group company guarantees the performance of the Trust, the repayment of capital from the Trust or any particular rate of return. MBL, MIML, other Macquarie Group companies or their associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles, may buy or sell the financial products as principal or agent, may effect transactions that are not consistent with this information and may receive fees, brokerage or commissions for acting in these other capacities.

^ Source: Winton Capital Management Limited. Past performance is not necessarily indicative of future performance. The Trust's performance will differ from the performance of the Winton Futures Fund. See the PDS for further detail. 

*Capital Protection fees will apply. Capital Protection at the Capital Protection Date may affect your returns. For full details refer to section 3 of the PDS.