Macquarie Fusion® Funds

Interest rates and payment options

Borrow to invest

The following interest rates and payment options are available:

Interest rate option Description Indicative interest rate*
Variable Pay interest monthly in arrears at an interest rate which may be varied each month. 10.90% p.a.
Fixed to 29 June 2010 Pay interest:
  • monthly in arrears for the period from drawdown on the Investment Loan until 29 June 2009 and thereafter annually in advance on each 30 June for the term of the Investment Loan
  • at an interest rate which is fixed until 29 June 2010 and which may be varied each 30 June thereafter
10.70% p.a.
Fixed for the term Pay interest:
  • monthly in arrears for the period from drawdown on the Investment Loan until 29 June 2009 and thereafter annually in advance on each 30 June for the term of the Investment Loan 
  • at an interest rate which is fixed for the term
11.50% p.a.

*These interest rates are indicative only. Investors should note that interest rates have changed frequently in recent times. For updates as to indicative rates, please check the Fusion Funds website at www.macquarie.com.au/fusionfunds. The actual interest rates on the Investment Loans and were determined by Macquarie on or about 24 November 2008 and published on the page on this date.

 

What do we get paid

Wealth Focus will rebate the 1.1% commission (100%) of the investment loan application fee in the form of a cheque and may also receive a trailing commission of up to 0.55% 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.

Fusion Funds

Investment PDS Documents

Key Facts

Frequently Asked Questions

Interest Rates

 

Fund Choice

Australian Equity Funds
Perpetual's Wholesale Australian Fund
Ausbil Australian Emerging Leaders Fund
Ausbil Australian Active Equity Fund
BT Wholesale Core Australian Share Fund

International Equity Funds
AXA's Wholesale Global Equity - Value Fund
Walter Scott Global Equity Fund
BlackRock Global Allocation Fund (Aust)
Platinum International Fund

Asia and Emerging Markets Funds
Premium China Fund
Platinum Asia Fund

Alternative Investment Funds
Macquarie International Infrastructure Securities Fund
DWS Global Equity Agribusiness Fund
Colonial First State Wholesale Global Resources Fund

Index Funds
Vanguard International Shares Index Fund (Hedged)
Vanguard Australian Shares Index Fund
Vanguard Property Securities Index Fund