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| Macquarie Fusion® Funds provides investors with the opportunity to gain exposure to a choice of 15 managed funds, with a 100% investment loan and 100% capital protection at maturity. | ||||||||||||
Key features and benefits | ||||||||||||
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Exposure to a choice of 15 managed funds that are generally not available for direct investment by Australian retail investors. No up front capital required. Fusion Funds encompases 100% investment loan, allowing you to invest without having to tie up investment capital. Protection of 100% of the initial investment amount at maturity through the purchase of a Put Option. As a result, there are never any margin calls. Rising profit lock in. If the value of your units in a Fusion Fund rise above a "Profit Trigger" at an annual review, capital protection rises to to a "New Protected Amount". | ||||||||||||
What do we get paid
Wealth Focus will rebate the 1.0% commission (100%) of the investment loan application fee in the form of a cheque and may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
Fund Choice
Australian Equity Funds
Ausbil Active Equity Fund
Ausbil Australian Emerging Leaders Fund
BT Wholesale Core Australian Share Fund
Integrity Australian Share Fund
Perennial Value Shares Wholesale Trust
Perpetual's Wholesale Australian Fund
International Equity Funds
Magellan Global Fund
Platinum International Fund
Walter Scott Global Equity Fund
Asia and Emerging Markets Funds
Platinum Asia Fund
Premium China Fund
Alternative Investment Funds
Colonial First State Wholesale Global Resources Fund
K2 Australian Absolute Return Fund
Macquarie International Infrastructure Securities Fund
Index Funds
Vanguard Australian Property Securities Index Fund
Vanguard Australian Shares Index Fund
