Investment limits are restrictions placed on certain investments at the point of purchase. These limits are applied as a maximum percentage of your account balance. For example, you can invest up to 25% of your account balance in a listed security that falls within the S&P/ASX100.
Our investment limits are set by the Trustee of the fund (Macquarie Investment Management Limited) based on the risk parameters of the investment options and aim to provide you with flexibility to construct portfolios to suit your goals. They are designed to reduce the potential for large losses by encouraging diversification and to provide adequate liquidity to meet payments and satisfy regulatory requirements.
The full list of investment limits is available from our website at macquarie.com.au/supermenu