Macquarie managed funds performance

Macquarie Asset Management is part of Macquarie Group, whose interests span banking, advice, and funds management. In Australia, Macquarie also distributes third-party managers catering to high-net-worth clients. Macquarie has methodically integrated U.

It aims to provide a balanced level of growth and income. The strategy of the Macquarie Balanced Growth managed fund is The Fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with some exposure to cash and fixed interest. It aims to deliver above index returns through an active investment approach that identifies and pursues investment opportunities within set limits through a combination of active management within each asset class and tactical asset allocation across asset classes to meet the objective of the Fund. This was made up of a growth return of 1. These returns were calculated as at 31 Jan This was made up of a growth return of 6. This was made up of a growth return of 4.

Macquarie managed funds performance

Find the right solution to meet your cash management, superannuation and investment needs. Find important information about our super and pension products, including offer documents, Significant Event Notices SENs , member outcomes assessments, Annual Member Meeting resources and other materials published by the Trustee. Open an account today to access award winning features that will make running your SMSF easy. Are you thinking about setting up a self managed super fund? The primary motivation for setting up an SMSF is to be more involved in investment decsisions, be able to choose specific assets and have direct influence over your asset allocation. But is an SMSF right for you? For specific decisions, you may need support from a financial adviser, lawyer, accountant or SMSF administrator, estate planning adviser and insurance broker. This can benefit investors seeking a higher return without the investment uncertainty of higher risk assets, such as shares and managed funds. Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited ABN or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital. Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub. Search Input search. Search service error.

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It aims to provide capital growth and some income. The strategy of the Macquarie Australian Equities managed fund is The Fund provides exposure to a concentrated portfolio of Australian equities through securities listed, or expected to be listed, on the Australian Securities Exchange ASX. The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives including options, futures, warrants and forwards and cash. This was made up of a growth return of 1. These returns were calculated as at 31 Jan This was made up of a growth return of 8. This was made up of a growth return of 7.

As a global specialist in sectors ranging from renewables and infrastructure to technology, resources, commodities and energy, Macquarie has deep expertise and capabilities in these areas. We are a global financial services organisation with Australian heritage, operating in 34 markets. We believe in a workplace where every person is valued for their uniqueness and where different views and ideas are embraced. Over time, this has seen us build deep and differentiated franchises in each of our areas of activity, all of which delivered sound outcomes and strong performance in FY The higher effective tax rate was mainly driven by the geographic composition and nature of earnings. At 31 March , the Group employed 18, people 6 , which was up 10 per cent on 31 March

Macquarie managed funds performance

The performance figures are historical and past performance is not a reliable indicator of future performance. Due to individual investor circumstances, your returns may differ from those listed above. Please contact Client Service on if you require any further information. Fund performance listed above, is calculated as at the relevant month end valuation date as specified.

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Forgotten password? The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it. Sub-fund Documentation. Grow your money, not your fees. Fund Performance Comparison. Our professionally-tailored investment portfolios consistently beat most of our peers. What our members say about us. Related articles. View All 5-Star Standouts. Are you thinking about setting up a self managed super fund? Log in. Please enter the code below. Free investor guide.

Macquarie Asset Management is part of Macquarie Group, whose interests span banking, advice, and funds management. In Australia, Macquarie also distributes third-party managers catering to high-net-worth clients.

View our membership page for more information. You must accept the terms and conditions. Class I EUR. Card Details Edit. Schedule a call. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it. The asset allocation of the Macquarie Balanced Growth managed fund is :. What is the minimum investment amount for the Macquarie Australian Equities managed fund? These returns were calculated as at 31 Jan This was made up of a growth return of 2. Answer some simple questions. Free investor guide. Password is required. Past performance is not a reliable indicator of future performance.