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A simple, fee-efficient investment menu available exclusively on Macquarie's Wrap platform.
Engage offers a simple menu of SMAs, cash, term deposits and insurance enabling more Australians to access quality investments using an evolved investment experience.
Investors are able to customise their portfolio construction, diversify their investments and experience a convenient and efficient investment platform where investments and assets are all held within a single platform, all for a flat annual administration fee.1
The series includes:
Macquarie Investment Consolidator II
Macquarie Super Consolidator II
Macquarie Pension Consolidator II
Cost-effective investment and minimums, allowing more Australians to access quality investments.
As your clients’ needs evolve, seamlessly switch them to Macquarie Consolidator II Elevate or Macquarie Manager II without capital gains tax implications, if they continue to hold the same investments.
Three external providers, or set up a recurring rollover to fund premiums.
A range of providers and cash bucket strategies available.
Expert investment solutions across both active and index products.
These high quality, low-cost portfolios are constructed using Macquarie’s innovative True Index Funds. The portfolios are managed using a time-tested investment process focused on achieving target returns and limiting downside risk by adjusting the asset allocation to the prevailing market environment.
Using a fee-conscious approach, the Portfolios provide active dynamic asset allocation across broad diversified exposures such as fixed income, equities, listed property, listed infrastructure, and alternatives. The portfolios leverage Macquarie's diverse expertise, with exposure to an actively managed dynamic multi-asset core complemented by a satellite allocation to low-cost strategies.
Designed for investors seeking sustained and regular income through exposure to a mix of assets and direct Australian equity holdings
The Portfolio seeks to deliver monthly distributions, attractive dividend yield and franking credit maximisation, while retaining the dynamic asset allocation capability, seeking to smooth the overall return profile. The Portfolio also provides the opportunity for moderate levels of capital growth, consistent with a 60/40 growth/defensive risk profile, aiming to offset the impact of inflation.
Aiming to provide simple yet effective multi-asset solution via a focus on superior asset allocation.
You can manage your clients' investments via our adviser portal, Adviser Online. Your clients can view their portfolios 24/7 via our award-winning client app.
Learn more about Macquarie's investment technology that helps you drive efficiency, sustainably grow your business and deepen client relationships.
Document | Link |
|---|---|
Macquarie Access Fact Sheet | Download PDF |
Macquarie Managed Accounts PDS | Download PDF |
Macquarie Access Quarterly Commentary (Growth) | Download PDF |
Macquarie Access Quarterly Commentary (Balanced) | Download PDF |
Macquarie Access Quarterly Commentary (Conservative) | Download PDF |
Macquarie Access Quarterly Commentary (High Growth) | Download PDF |
Macquarie Multi-Asset Portfolios Performance only | Download PDF |
Document | Link |
|---|---|
Macquarie Evolve Fact Sheet | Download PDF |
Macquarie Managed Accounts PDS | Download PDF |
Macquarie Evolve Monthly Commentary (Growth) | Download PDF |
Macquarie Evolve Monthly Commentary (Balanced) | Download PDF |
Macquarie Evolve Monthly Commentary (Conservative) | Download PDF |
Macquarie Evolve Monthly Commentary (High Growth) | Download PDF |
Macquarie Evolve Monthly Commentary (Income) | Download PDF |
Macquarie Multi-Asset Portfolios Performance only | Download PDF |
The Macquarie Evolve Multi-Asset Portfolios are rated 4.25 stars / ‘Superior’ by SQM Research^. This report is available to licensed financial advisers on request. Please contact your local Business Development Manager or email adviser@macquarie.com.au
| Document | Link |
|---|---|
| Dimensional Fact Sheet - Macquarie Managed Accounts | Download PDF |
| Dimensional Sustainable Balanced Portfolio Quarterly Report - December 2024 | Download PDF |
| Dimensional Sustainable Growth Portfolio Quarterly Report - December 2024 | Download PDF |
| Dimensional Sustainable High Growth Portfolio Quarterly Report - December 2024 | Download PDF |
| Document | Link |
|---|---|
| Pendal Sustainable Managed Portfolios Factsheet | Download PDF |
| Pendal Sustainable Moderate Portfolio Commentary - March 2025 | Download PDF |
| Pendal Sustainable Balanced Portfolio Commentary - March 2025 | Download PDF |
| Pendal Sustainable High Growth Portfolio Commentary - March 2025 | Download PDF |
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This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492. This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
MIML is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.
This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in a managed account. The relevant Product Disclosure Statement for each product is available on the Macquarie Wrap website and each investor should consider the Product Disclosure Statement in deciding whether to acquire, or continue to hold the relevant Macquarie Wrap Consolidator II and Macquarie Wrap Manager II products.
This information is current as at 20 February 2021, is indicative only, and may change from time to time.
Target Market Determinations are available at our Design and Distribution hub.
Other fees and charges may apply. Refer to the product disclosure documents for more information.
These amounts include GST (after any adjustment for Reduced Input Tax Credit. Other fees and charges may apply. Refer to the product disclosure documents for more information.
Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Engage.
Fee is inclusive of GST, net of the effect of any Reduced Input Tax Credit (RITC).
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
