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| Rebate Offer |
3.0% (100%) |
| Minimum Initial Investment |
$50,000 |
| Expected Close Date |
CLOSED |
| Description |
Macquarie Fusion Funds have been designed to give you an opportunity to diversify your portfolio with a choice of 15 Fusion Funds with no upfront capital outlay by borrowing 100% of the investment amount and capital protection. |
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The Macquarie Fusion Funds June 2009 again offers investors the opportunity to access a powerful investment which includes some new features designed with current market conditions in mind. The June series offer exposure to a broad selection of investment opportunities generally not available for direct investment by Australian retail investments.
An investment in the Fusion Funds require no upfront capital from your own funds as 100% of the investment amount is funded using an investment loan. Importantly, there are no margin calls. Choose from 15 Fusion Funds that invests in Australian and international equities, Asia and other emerging markets, infrastructure securities and indices. These Fusion Funds have been selected to give investors an opportunity to diversify their investment portfolio across different asset classes and investment styles:
| The June 2009 Fusion Funds |
Australian Equities Funds
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Ausbil Australian Emerging Leaders Fund
BT Wholesale Core Australian Share Fund
Perennial Value Shares Trust
Perpetual's Wholesale Australian Fund |
| Asia and Emerging Markets Funds |
Platinum China Fund
Premium China Fund |
| International Equities Fund |
GVI Global Industrial Share Fund
Platinum International Fund
Walter Scott Global Equity Fund
Zurich Investments Global Thematic Share Fund |
| Alternative Investment Funds |
Colonial First State Wholesale Global Resources Fund
Macquarie International Infrastructure Securities Fund
Winton Global Alpha Fund |
| Index Funds |
Vanguard Australian Shares Index Fund
Vanguard International Shares Index Fund (Hedged) |
How does a Fusion Fund investment work?
After choosing the Fusion Fund(s) that best suits your investment objectives, your initial investment is split between units in an Equity Trust (99.99%) investing in your chosen underlying managed fund(s) with the remaining in a Cash Trust. Your investment will be managed using a specialist technique known as Threshold Management.
Threshold Management aims to ensure that the value of your Fusion Fund investment at the expiry of the Threshold Management Period is at least equal to your initial investment amount.
100% capital protection at Maturity is available through the purchase of a Put Option. If the value of your units in a Fusion Fund meets a Profit Trigger on annual review, your Put Option will automatically provide capital protection to a New Protected Amount, locking in any profits above 100% of your initial Investment Amount in that Fusion Fund.
The ATO has issued Product Ruling PR 2009/32 addressing the tax consequences for eligible investors of borrowing from Macquarie to invest.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 3.0% upfront commission on investments in the Macquarie Fusion Funds. 2.0% will be in the form of a full rebate of the loan establishment fee. A further 1.0% upfront commission payable on the loan will be rebated in the form of a cheque. 2020 DIRECTINVEST may receive a trailing commission of up to 0.70% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
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| Macquarie Fusion | Access the latest series of Macquarie Fusion Funds with bonus commission rebates.
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