Macquarie managed funds performance

This was made up of a growth return of 0. These returns were calculated as at 31 Jan

It aims to provide capital growth and some income. The strategy of the Macquarie Australian Equities managed fund is The Fund provides exposure to a concentrated portfolio of Australian equities through securities listed, or expected to be listed, on the Australian Securities Exchange ASX. The Fund may also provide exposure to equity issued by Australian entities on offshore exchanges, derivatives including options, futures, warrants and forwards and cash. This was made up of a growth return of 1. These returns were calculated as at 31 Jan

Macquarie managed funds performance

Find the right solution to meet your cash management, superannuation and investment needs. Find important information about our super and pension products, including offer documents, Significant Event Notices SENs , member outcomes assessments, Annual Member Meeting resources and other materials published by the Trustee. Open an account today to access award winning features that will make running your SMSF easy. Are you thinking about setting up a self managed super fund? The primary motivation for setting up an SMSF is to be more involved in investment decsisions, be able to choose specific assets and have direct influence over your asset allocation. But is an SMSF right for you? For specific decisions, you may need support from a financial adviser, lawyer, accountant or SMSF administrator, estate planning adviser and insurance broker. This can benefit investors seeking a higher return without the investment uncertainty of higher risk assets, such as shares and managed funds. Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited ABN or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital. Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub. Search Input search. Search service error. Investing Find the right solution to meet your cash management, superannuation and investment needs. Investment products Superannuation and member information Related articles.

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We are a global financial services organisation with Australian heritage, operating in 34 markets. We believe in a workplace where every person is valued for their uniqueness and where different views and ideas are embraced. Follow the links to find the logins you're looking for:. GDPR notice 22 May Sub-fund specific shareholder notice. Monthly commentary Monthly holdings Quarterly commentary. Sustainability-related disclosure Quarterly commentary Monthly holdings.

As a global specialist in sectors ranging from renewables and infrastructure to technology, resources, commodities and energy, Macquarie has deep expertise and capabilities in these areas. We are a global financial services organisation with Australian heritage, operating in 34 markets. We believe in a workplace where every person is valued for their uniqueness and where different views and ideas are embraced. Over time, this has seen us build deep and differentiated franchises in each of our areas of activity, all of which delivered sound outcomes and strong performance in FY The higher effective tax rate was mainly driven by the geographic composition and nature of earnings. At 31 March , the Group employed 18, people 6 , which was up 10 per cent on 31 March In addition, approximately , people were employed across managed fund assets and investments 7. Excluding the impact of acquisitions, the result reflected income related to the disposition of Macquarie Infrastructure Corporation 9 assets as well as growth in base fees. This was partially offset by a gain on the sale of Macquarie European Rail in the prior year and lower performance fees. The result reflected strong growth in the loan portfolio, funds on platform and total BFS deposits 10 together with releases in net credit impairments.

Macquarie managed funds performance

Macquarie Asset Management is part of Macquarie Group, whose interests span banking, advice, and funds management. In Australia, Macquarie also distributes third-party managers catering to high-net-worth clients. Macquarie has methodically integrated U. This is especially visible in fixed interest, a significant component following several years of successful and stable management. More pertinently, across the substantial footprint of public market assets beyond fixed interest, we see few examples of clear strength or conditions that are clearly conducive to maintaining lasting success. When allied to an uneven history with internally managed equity capabilities including Australian fundamental and Asian equities , we are more circumspect. Morningstar brands and products. Investing Ideas. Macquarie Parent Rating.

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These returns were calculated as at 31 Jan This was made up of a growth return of 7. Change of the distribution frequency 31 March Open an account today to access award winning features that will make running your SMSF easy. You are already registered for this event. Our professionally-tailored investment portfolios consistently beat most of our peers. Upgrade Today. Loading portfolios. Grow your money, not your fees. Looks you are already a member. Fund data sourced from Morningstar. The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.

The performance figures are historical and past performance is not a reliable indicator of future performance.

These returns were calculated as at 31 Jan Please make sure your payment details are up to date to continue your membership. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Fund Strategy The Fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with some exposure to cash and fixed interest. The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term. Check your inbox. Portfolio HealthCheck. I want to More pertinently, across the substantial footprint of public market assets beyond fixed interest, we see few examples of clear strength or conditions that are clearly conducive to maintaining lasting success. Time is the most critical aspect of investing. It's fees rather than returns that make the biggest difference to your investment's compounding returns. Sign up for free. It aims to provide a balanced level of growth and income. Forgotten password? You are already registered for this event.