Equities

Overview

Macquarie’s investment philosophy is based on the endeavour to systematically exploit opportunities using a number of quantitative, event driven and fundamental investment strategies while maintaining a unique ‘Style Neutral’ stance for the portfolio.

Our investment process has been developed based on our more than 20 years of experience in asset management, initially launched in the Australian market and then successfully replicated in overseas markets including the UK, Hong Kong, China and the US. The Listed Equities team comprises over 50 investment professionals located in Sydney, Hong Kong and Boston. We believe our strong track record shows that a ‘Style Neutral’ stance can result in more consistent outperformance throughout the investment horizon of an equity portfolio. By utilising this stance we are not bound to the value/growth or large/small caps cycles in the market.

Our spectrum of equity fund offerings range from low risk strategies including True Index, index and enhanced indexed funds to higher alpha products such as core active, small cap, and long short funds. The robust approach employed to understand and manage risk enables us to customise a full range of risk/return profiles to meet the needs of a very diverse range of clients.

The strategies include:
True Index™	Macquarie True Index™ offers exact returns based on the index.
Enhanced Index	Enhanced Indexing aims to marginally outperform the index through low-risk strategies on a portion of the portfolio.
Active	For clients seeking potential higher returns with a higher risk profile, our range of active equity funds aim to deliver higher out-performance over the medium to long-term.
Specialist	Specialist funds, including event driven, long short, market neutral, macro and income focused funds, give access to unique benefits offered by particular sectors of the market. This also provides the opportunity to diversify and manage risk in your equities portfolio.

 

Products

Macquarie Asian Alpha Fund

Macquarie Asian Leaders Segregated Portfolio

Macquarie Asia New Stars No. 1 Fund

Macquarie Australian Enhanced Plus Equities Fund

Macquarie Australian Equities Fund^

Macquarie Australian Small Companies Fund 

Macquarie Core Equities Fund

Macquarie Customised Portfolio Management (MCPM)

Macquarie Global Multi Events Segregated Portfolio

Macquarie Hedged International Equities Fund

Macquarie High Conviction Fund

Macquarie International Equities Fund

Macquarie Professional Series: Arrowstreet Global Equity Fund (unhedged or hedged)

Macquarie Professional Series: IFP Global Franchise Fund (unhedged or hedged)

Macquarie Professional Series: Walter Scott Global Equity Fund (unhedged or hedged)

Macquarie True Index-Linked Australian Shares Fund

Macquarie True Index International Equities Fund

Macquarie Wholesale Australian Equities Fund**