The Fund aims to capture returns generated by corporate events such as mergers and corporate restructures and to exploit relative value opportunities that are generally related to expected or actual corporate activity.
Individuals, SMSFs, companies and trusts seeking:
the potential to earn an attractive risk adjusted return with lower volatility than the market*
an investment which has historically had a low correlation to the Australian share market*
to diversify their existing portfolio by accessing a specialist investment strategy with low correlation to the market*
The Macquarie Australian Equity Income Fund is an income-focused fund that invests in Australian shares and related derivatives. The Fund offers the potential to earn income sourced from dividends, franking credits and options. The Fund also offers the potential for some capital growth.
Individuals, SMSFs, companies or trusts seeking:
regular income from a portfolio of shares and options
exposure to the Australian sharemarket
the benefit of an actively managed option strategy
An actively managed portfolio that aims to achieve attractive risk adjusted returns returns (over the medium to long term) through exposure to a diversified portfolio of at least 10 Asia-strategy funds.
Individuals, SMSFs, companies or trusts seeking:
access opportunities in the Asia-Pacific region
an investment that can potentially profit in a variety of market conditions
diversification in their portfolio by investing in a range of alternative investment strategies
The Fund aims to achieve absolute returns with lower risk than the Asia-Pacific markets. It gives investors the opportunity to profit from inefficiency and volatility in these markets, using MQ’s quantitative expertise.
Individuals, SMSFs, companies or trusts seeking:
diversified exposure to the opportunities in the Asia-Pacific region
an investment with the potential to profit in a variety of market conditions
potential to achieve absolute returns with lower risk than the Asia-Pacific markets
* As measured by the S&P/ASX 200 Index
This general advice is provided by MQ Portfolio Management Limited ABN 55 092 552 611 (“MPML”), the issuer of the MQ Specialist Funds. It does not take into account your objectives, financial situation or needs. You should consider the appropriateness of this advice having regard to these matters, and read the Product Disclosure Statement (“PDS”), before making any investment decision. The PDS is available from 1800 025 513.
Macquarie Group, its employees and officers may act in different, potentially conflicting, roles in providing the financial services referred to in this general advice. The Macquarie Group has conflict of interest policies which aim to manage conflicts of interest. Macquarie will receive remuneration and pay commission to introducing advisers as described in the PDS.
The distribution of this information in jurisdictions outside Australia may be restricted by law and persons into whose possession the information comes should inform themselves about, and observe, any such restrictions. Any failure to comply with these restrictions may constitute a violation of the laws of an applicable jurisdiction.
Investments in the MQ Specialist Funds are not deposits with or liabilities of Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie”) or any Macquarie Group company and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie or any other Macquarie Group company guarantees the performance of the MQ Specialist Funds, the repayment of capital from the MQ Specialist Funds or any particular rate of return.
Information is current at 25 July 2008 and may change without notice.
