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| Rebate Offer |
1.8%* (100%) |
| Minimum Initial Investment |
$20,000 |
| Expected Close Date |
CLOSED |
| Description |
Access the latest MQ Gateway Trust investment menu including Emerging Markets Infrastructure, Asian Hindsight, Asian Cash Hoarders, Climate Change and Agriculture. |
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The June 2008 series of Macquarie MQ Gateway Trust includes five international investment themes with Capital Protection^ and interest prepayment opportunities for investors and SMSFs. Through the MQ Limited Recourse Loan SMSF investors can borrow up to 70% of the protected investment amount.
MQ Gateway offers a choice of two levels of Capital Protection^, 90% and 100%, and a "floored average" quarterly lock-in mechanism that locks in a proprtion# of the growth from the initial investment date on a quarterly basis over the term of the investment. This reduces investors' exposure to unexpected market falls close to the Capital Protection Date.
| Gateway Trust |
Exposure |
Emerging Markets Infrastructure
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Exposure to the Macquarie Emerging Markets Infrastructure and Development Index 50. |
Asian Hindsight
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Weighted exposure to six Asian indices. The indices will be weighted according to performance, with a higher allocation to the best performing index and zero to the worst performer. |
Asian Cash Hoarders
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Exposure to a basket of Asian companies across a range of industry sectors. All stocks are considered to have relatively high cash balances with the potential for relatively high cash yields. |
Climate Change
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Exposure to the growth of US clean technology companies across sectors including clean energy generation, clean fuels, eco-friendly agriculture and nutrition and water and waste water treatment. |
Agriculture
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Exposure to agricultural products and businesses through an equal weighting across two indices. |
Please note: 2020 DIRECTINVEST have received the following advice from Macquarie.
On 13 May 2008, the Federal Government issued a Press Release outlining a proposed change in the RBA Benchmark Rate applied to determine the amount of interest deductible under a capital protected borrowing.
The borrowing options available with MQ Gateway are not currently affected by the above changes as the indicative interest rates are currently below the proposed new RBA Benchmark Rate for capital protected borrowings1.
This means that the total amount of interest paid may potentially be tax deductible2.
^Capital Protection is provided to the MQ Gateway Trust (“MQ Gateway”) and not to each individual investor. Capital Protection applies only on the Capital Protection Date and is subject to the terms and conditions of the Product Disclosure Statement (“PDS”), and in particular will not apply in the case of an Early Maturity. For full details (including risks), investors should refer to relevant sections of the PDS.
#7.14% of the growth since inception will be locked in each quarter for all strategies. Assumes Units are held until the Capital Protection Date.
1Interest rates will be finalised prior to the Offer Close Date and confirmed in the confirmation(s) of the loan.
2Subject to eligibility. Taxation outcomes depend on the investor's circumstances and the prepayment rules.
| Fee Disclosure | | *2020 DIRECTINVEST will rebate 100% of the 0.91% upfront commission on the Macquarie Gateway Trust in the form of a rebate cheque or bank transfer. Please note that the rebates are paid directly by Macquarie Bank on behalf of 2020 DIRECTINVEST. 2020 DIRECTINVEST will also rebate 100% of the 0.91% upfront commission on the MQ Gateway Investment Loan in the form of a rebate cheque. 2020 DIRECTINVEST may receive a 0.25% p.a trailing commission on the investment total and 0.25% p.a. on the loan total. This is paid by the Fund Manager and is NOT an additional charge to the investor. |
 Macquarie MQ Gateway Trust Brochure | | Loan Application | | Limited Recourse Loan | | Structured Product Investment Loan |
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| Financial Advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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| Macquarie Gateway | Access the Macquarie MQ Gateway and other latest offer investment funds through 2020 DIRECTINVEST.
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