2020 DIRECTINVEST
Welcome to 2020 DIRECTINVEST >> Save money on your investments >> Own a direct share portfolio Australia's top 20 companies >>   CONTACT US | PRIVACY POLICY | TERMS & CONDITIONS | SITEMAP
ABOUT US  INVESTMENT OPPORTUNITIES  INVESTMENT EDUCATION
 | Friday , 25 July 2008
MEMBER LOGIN
Email Address
Password
  Lost Password?
NOT A MEMBER?
REGISTER NOW
IT'S FREE
Latest Offers
Archived Offers

Archive Offers

Investment Opportunities > Latest Offers > Archived Offers > Macquarie Fusion Funds Print this page [ A ] [ A ] [ A ]
 

Archive Offers

Macquarie Fusion Funds

Macquarie Fusion Funds
Rebate Offer 3.0% (100%)
Minimum Initial Investment No Minimum^
Expected Close Date CLOSED
Description Macquarie Fusion Funds have been designed to give you an opportunity to diversify your portfolio with a choice of 26 Fusion Funds and the ability to borrow 100% of the investment amount and capital protection.

Macquarie Fusion Funds gives investors access to a broad selection of managed funds with the ability to borrow 100% of the initial investment and the benefit of 100% capital protection at maturity.

Investors have the option of 26 Fusion Funds not generally available for direct investment by Australia retail investors. These Fusion Funds have been selected to give investors an opportunity to diversify to diversify their investment portfolio across different asset classes and investment styles.

Investors can borrow 100% of the investment amount and in addition, Investment Loan investors have 100% protection of the initial investment amount (investors using your own funds can purchase a Put Option to protect 100% of your initial investment amount at maturity).

Lonsec has awarded the Fusion Funds a rating of "Recommended".

^There is no minimum amount you are required to invest in a Fusion Fund. The minimum amount that you may borrow under the Investment Loan facility is $50,000.

Important Information from Macquarie

The PDS for the Macquarie Fusion Funds – June 08 offer has been issued with a new Supplementary PDS dated 19th May 2008 by Macquarie. The SPDS provides further information on the recent Treasurer's announcement regarding capital protected borrowings and the Macquarie Fusion funds.

If you wish to apply for the June 2008 offer of the Macquarie Fusion Funds please ensure that you obtain and read the Supplementary disclosure statement and acknowledge its receipt by signing the acknowledgement on the first page of the application form.

If you already have a copy of the product disclosure statement, you should download and read the supplementary disclosure statement and acknowledge by handwriting and signing the following statement:

 
“I/we acknowledge and declare that I/We have read and understood the Supplementary PDS dated 19 May 2008”

in the space at the bottom of page 7


Lodging an Application

While the current Offer closes at 5.00pm (AEST) on Monday 30 June 2008, you are encouraged to submit your Application Form so that it is received by MFPML or Macquarie on or before Friday 27 June 2008 by post or on or before Sunday 29 June 2008 either by fax or by hand. If you apply for a Loan and MFPML and Macquarie receive your Application Form on Monday 30 June 2008 you will be required to pay Macquarie an amount for stamp duty on your Loan and Security Agreement (currently equal to $5 plus 0.4% of the amount by which the Loan exceeds $16,000). The stamp duty will be automatically debited from the account you nominate in part 4 of the Application Form.

Please note 2020 DIRECTINVEST will only receive commissions on clients applying for Macquarie Fusion Funds units with the loan option.

Fee Disclosure
2020 DIRECTINVEST will rebate 100% of the 3.0% upfront commission on investments in the Macquarie Fusion Funds (loan option only). 2.0% will be in the form of a full rebate of the loan establishment fee. A further 0.9% 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 0.50% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

  Product Flyer
  ATO Ruling
  Zenith Research Report
  Please read: Supplementary PDS 19 May 08

Travel Insurance
Annual business travel insurance for as little as $381.50. Unlimited domestic and international trips. more info
 
Macquarie Fusion
Access the latest series of Macquarie Fusion Funds with bonus commission rebates.
 
© 2008 COPYRIGHT 2020 DIRECTINVEST PTY LTD - ABN 89 069 774 456, AFSL 244 249.  Financial Services Guide

Empowering investors with financial tools and information to make and execute investment decisions in the most cost-effective manner.

Managed Funds  |  Property Funds  |  Geared Funds  |  Master Trusts  |  Socially Responsible Funds  |  Boutique Funds  |  Investment Bonds  |  Insurance Bonds  |  Cash Management Trusts  |  Super Funds  |  Superannuation Funds  |  Allocated Pensions  |  OMIP Essential  |  Wrap Accounts  |  eWRAP  |  Financial Advice  |  Margin Lending  |  St George Margin Lending   |  Agribusiness Investment  |  Agribusiness  |  Life Insurance  |  Travel Insurance  |  Mariner Small Companies Recovery Fund  |  BlueChip20  |  Perpetual Wealthfocus  |  Colonial First State  |  BT Investment Funds  |  MLC Masterkey  |  ING OneAnswer  |  AMP Investments  |  IOOF Pursuit Core  |  Mariner Small Companies Recovery Fund  |  OMIP Essential