The Macquarie Investment Multiplier is a new way to gear into the sharemarket and multiply your potential returns without the worry of margin calls.
In times of market volatility, the Macquarie Investment Multiplier allows you to progressively reduce your gearing level. So you can continue to build wealth knowing your life won't be turned upside down by a market correction.
The Macquarie Investment Multiplier reduces the risks and adds simplicity to the many advantages of traditional margin loans:
The Macquarie Investment Multiplier could be an excellent investment opportunity if:
For a real world example, see our Macquarie Investment Multiplier case study.
| Gearing level | Flat 75% across all funds on the Approved List. |
| Loan types | Lump Sum Gearing Instalment Gearing |
| Choice of investments | Over 1,400 managed funds on the Approved List across Australian and International equities and smaller companies. |
| Margin calls | None, however, if the loan reaches a gearing level of 85%, a Principle Repayment Plan will be initiated. |
| Interest rates | Variable - paid monthly in arrears. View the current interest rates. Fixed - paid annually in advance or monthly in arrears. Interest payments are to be met from client's own funds. Capitalising interest to the loan is not permitted. |
| Loan term | 5 years (note: there are no break costs for early repayment). |
| Minimum loan amount | Lump sum gearing: $20,000 Instalment gearing: $2,000 (with minimum $250 per month equity contributions) |
| Acceptable security | Cash or managed funds Third party security Through Master Trust or Wrap Administration Platforms |
To learn more about the Macquarie Investment Multiplier, please:
You must have a financial adviser to get started with a Macquarie Investment Multiplier.
If you don't have a financial adviser, please visit the Financial Planners Australia website.
The Macquarie Investment Multiplier and Macquarie Instalment Gearing are offered by Macquarie Bank Limited ABN 46 008 583 542 (Macquarie). Full terms and conditions are set out in the relevant loan contracts. Fees, charges and government taxes are payable.