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Rebate Offer
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2.0% (100%)
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Minimum Initial Investment
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$20,000
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Expected Close Date
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CLOSED
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The latest series of Macquarie Gateway Trust is now open and provides exposure to four investment markets with Capital Protection1. Investors will have the opportunity to access Australian, international and Asian equities and global infrastructure securities while borrowing 100% of the investment amount with a choice of payoffs at maturity.
Key features:
- Choice of payoffs: select either an uncapped payoff or a capped payoff that has a higher participation rate.
- 100% gearing with optional Interest Loan: invest with a low initial capital layout and no margin calls.
- Australian dollar payoff: no exposure to foreign currency movements
Investment Options2
| Gateway Trust |
Reference Assets |
Participation Rate Range |
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Constituent
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Weight |
Uncapped
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Capped |
| Australian Equity |
S&P/ASX 200 |
100% |
115%-135% |
160%-180% |
| International Equity |
Nikkei 225
S&P 500
Euro Stoxx 50
FTSE 100
|
14% 55%
21%
10% |
95%-110% |
115%-135% |
Asian Equity
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Hang Seng H-Share Index ETF
Tracker Fund of Hong Kong
KOSPI 200 Index
MSCI Taiwan Index
MSCI Singapore Index |
20%
20%
20%
20%
20% |
110%-130% |
145%-165%
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Global Infrastructure
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Macquarie Global Infrastructure 100 Index. |
100%
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100%-120%
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130%-150% |
Investment loan & optional interest loan
In order to apply for units in a Gateway Trust, investors must also apply for a 100% Investment Loan from Macquarie. Interest is paid annually in advance throughout the term of the investment and there is a choice of floating of fixed interest rate loan available. Indicative Investment Loan interest rates:
- Floating interest rate loan: 7.95% pa
- Fixed interest rate loan 8.85% pa
Investors also have the option of applying for an Interest Loan to help manage cashflow and fund their interest pre-payment. The Interest Loan is repayable monthly in arrears and the indicative rate is 10.95% pa for the period 30/06/2010-29/06/2011.
Capital Protection
Investors in Macquarie Gateway are provided Capital Protection at maturity for each Class Portfolio. This means that at Maturity you should receive an amount that is at least sufficient to repay your Investment Loan. The interest payments on the Investment Loan and the principal and interest payments on any Interest Loan are not capital protected.
Macquarie Gateway may suit investors:
- Who are looking for medium to long term exposure to Australian, international and Asian equities or global infrastructure securities.
- Who are interested in index based equity exposures with the potential for growth.
- Who would like to diversify into Australian or International positions.
- Seeking an investment that provides a low initial capital outlay by providing 100% gearing.
- For a capital protected investment at Maturity.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 2.0% upfront commission on the Macquarie Gateway Trust as additional units. 2020 DIRECTINVEST may receive a 0.5% p.a. trailing commission. This is paid by the Fund Manager and is NOT an additional charge to the investor. |
1. Capital protection is available only at maturity and is subject to risk limitations and conditions. Capital protection is provided to each Class Portfolio and not directly to investors. Please refer to the PDS for more information.
2. The weights indicated for Reference Asset Constituents in the International Equity and Asian Equity Classes in the table are the proportions in which your Investment Amount will be exposed to these Reference Asset Constituents on the Swap Start Date. Throughout the term the relative exposures of each of the Reference Asset Constituents will change based on the performance of each Reference Asset Constituent relative to the rest of the Reference Asset Constituents.
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