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The Macquarie Property Securities Trust offers you:
- exposure to around 25 listed property securities spread across commercial, retail, infrastructure and tourism sectors
- the potential for both consistent income and capital growth
- increased diversification by spreading your investment across a variety of property sectors
- a higher level of liquidity than an investment directly into property
- a regular contributions plan to help you save
The fund aims to perform better than the S&P/ASX 200 Listed Property Trust Accumulation Index over five years.
| Product profile |
| Recommended investment timeframe |
At least 5 years |
| Income payments |
After 31 March, 30 June, 30 September and 31 December |
| Minimum initial investment |
$5,000 (or $1,000 with a regular contributions plan) |
| Minimum additional investments |
$500 (or $100 with a regular contributions plan) |
| Minimum withdrawals |
$500 |
| Minimum balance |
$1,000 |
| Entry fee* |
3.00% |
| Withdrawal fee |
Nil |
| Estimated management expense ratio** |
1.96% pa |
| Trust start date |
01.12.98 |
How Macquarie manages your money
Macquarie actively manages your money, investing in listed property securities with exposure to property sectors like:
- retail
- industrial
- commercial
- community shopping centres
- tourism
We extensively analyse the property markets and economic factors that drive property earnings, to determine which sectors of the property market will perform strongly. To increase diversification and enhance returns, we can also invest in stocks outside the property index, such as infrastructure securities, up to a maximum of 10% of the portfolio.
*Transaction expenses apply. See the prospectus for details.
**The management expense ratio is estimated as at 7 December 2006.
Member companies of the Macquarie Bank Group do not guarantee the repayment of capital or the performance of the fund. Past performance is not a reliable indication of future performance.
Macquarie Property Securities Trust is offered by Macquarie Investment Management Limited (ABN 66 002 867 003).
This advice is not personal advice. This advice has been prepared without taking account of your objectives, financial situation or needs. Therefore, in deciding whether to acquire or continue to hold an investment, and before acting on this advice, you should consider the Product Disclosure Statement (PDS) available from us and assess, with (or without) your financial adviser, whether this product fits your objectives, financial situation or needs. Applications can only be made on the application form contained in the current PDS.
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