A fee-efficient investment and administration solution

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

A mid-shot of a young business woman with glasses on working on a laptop in a quiet looking office.

The series includes:

Macquarie Investment Consolidator II
Macquarie Super Consolidator II
Macquarie Pension Consolidator II

total client solution

A compelling customer offer

Fee simplicity

A flat, annual account-keeping fee of $240p.a.~per account for Investment and $264p.a.~per account for Super and Pension2

Minimum investment of $10,000 and a minimum cash holding of $500.

Accessibility

Cost-effective investment and minimums, allowing more Australians to access quality investments.

One Wrap account

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.

Insurance

Three external providers, or set up a recurring rollover to fund premiums.

Term deposits

A range of providers and cash bucket strategies available.

Investment solutions

Expert investment solutions across both active and index products.

Macquarie Access Multi-Asset Portfolios

Macquarie Access Multi-Asset Portfolios

Designed for fee-conscious investors seeking broad diversified exposure to a range of asset classes and markets, including growth and defensive assets

  • Low cost solution - delivering investors low investment cost portfolios
  • Broad diversification – across domestic and global markets and asset classes
  • Expert asset allocation – optimised asset allocation tailored to four risk profiles

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.

access
Macquarie Evolve Multi-Asset Portfolios

Macquarie Evolve Multi-Asset Portfolios

Designed for investors seeking a smoother investment journey, aiming to capture a wide spectrum of opportunities while limiting risk
 
  • Active management– dynamic asset allocation seeks to smooth the investment journey
  • Innovative portfolio construction – achieved via efficient asset allocation and a cost conscious approach
  • Flexible and diverse exposure – focused on capturing a wide spectrum of return opportunities while limiting risk

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.

evolve portfolio
Macquarie Evolve Income Multi-Asset Portfolio

Macquarie Evolve Income Multi-Asset Portfolio

Designed for investors seeking sustained and regular income through exposure to a mix of assets and direct Australian equity holdings

  • Targeting sustained and regular income – seeking to deliver monthly distributions, attractive dividend yield and franking credit maximisation
  • Opportunity for capital growth – aiming to offset the impact of inflation, with a focus on downside risk management
  • Transparent and efficient SMA structure – Access to a transparent portfolio, delivering the benefits of direct ownership and customisation in a cost-efficient manner.

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.

income multi asset solution
sma

Macquarie Separately Managed Accounts (SMAs)

Aiming to provide simple yet effective multi-asset solution via a focus on superior asset allocation.

A seamless online experience 

New adviser and client portals

We’re committed to delivering safe and seamless ways to help you and your clients’, manage their money. That way, you're able to focus on what’s valuable – building deeper connections.

As part of our multi-year technology evolution, we’ve launched new client and adviser portals, and we’re rolling out managed accounts innovations with continual enhancements.

Learn more about how we can help you deepen your client relationships and grow your business.

Macquarie Access Multi-Asset Portfolios

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

 

Superior 4.25 star SQM Research

The Macquarie Access 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.

Macquarie Evolve Multi-Asset Portfolios

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

Dimensional Multi-Asset Sustainable Portfolios

DocumentLink
Dimensional Fact Sheet - Macquarie Managed AccountsDownload PDF
Dimensional Sustainable Balanced Portfolio Quarterly Report - December 2023Download PDF
Dimensional Sustainable Growth Portfolio Quarterly Report - December 2023Download PDF
Dimensional Sustainable High Growth Portfolio Quarterly Report - December 2023Download PDF

 

Pendal Multi-Asset Sustainable Portfolios

DocumentLink
Pendal Sustainable Managed Portfolios FactsheetDownload PDF
Pendal Sustainable Moderate Portfolio Commentary - December 2023Download PDF
Pendal Sustainable Balanced Portfolio Commentary - December 2023Download PDF
Pendal Sustainable High Growth Portfolio Commentary - December 2023Download PDF

 

Help and support

Macquarie Consolidator II – Engage is a cost-effective solution with a limited menu of products. It’s designed to suit clients with less complex investment needs.

You can access the Investment Menu through Adviser Online.

  1. Log in to Adviser Online
  2. Click the Investment menu button on the right hand side of Adviser Online home page
  3. Select either Macquarie Wrap IDPS Investment Menu or Super and Pension Investment Menu.


You can learn more about Macquarie Consolidator II here.

There are no changes to the term deposit options as part of the launch of Evolution and the Consolidator II and Manager II products. There are no differences between the term deposit options offered between the Consolidator II – Engage and the Consolidator II – Elevate Investment Menus.

Term deposits are available from:

  • Macquarie Bank
  • ANZ
  • National Australia Bank.

There are no changes to the insurance options as part of the launch of Consolidator / Manager II products. The insurance menu is the same as the closed Consolidator product, with four independent providers offering retail insurance policies (OnePath, AIA, TAL and Zurich).

There is no difference in the insurance options offered between the Consolidator II – Engage and Consolidator II – Elevate Investment Menus. If clients perform a product switch or move between Engage and Elevate Investment Menus, their insurance arrangements are maintained.

 

 

Your details

 As a financial services professional, we know you're busy so leave your details and we'll call you back within 48 hours. If you're a personal investor, please click here for information about products and services available to you.

 
Thank you. We will contact you within 48 hours.
There has been an error. Please contact us on 1800 808 508.

Request a call

By submitting this enquiry, I acknowledge that I have read the Macquarie Group privacy policy, and understand that Macquarie will use my personal information to contact me in relation to my enquiry, and for other general marketing purposes.

You can change your marketing preferences by telephoning Macquarie on 1800 806 310 or customising your preferences with the unsubscribe link included in our marketing communications. Please note that all of our calls are recorded. If you do not want your call to be recorded, please advise the Macquarie staff member.

 

Contact us

Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call

1800 025 063

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

Help and support

Visit our Adviser Help Centre and search our adviser FAQs. 

 

Additional information

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.

1

Other fees and charges may apply. Refer to the product disclosure documents for more information.

2

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.