Macquarie Fusion® Funds (2% Rebate)
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| Macquarie Fusion® Funds (Fusion Funds) provides investors with the opportunity to gain exposure to a broad selection of managed funds, with the ability to borrow 100% of the investment amount and protect 100% of the initial investment amount 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. 100% investment loan allows investors to borrow, avoiding the need to tie up existing assets. Protection of 100% of an investor's initial investment amount at Maturity with no margin calls, through the purchase of a Put Option. A track record of performance for specific Fusion Funds; and An Australian Taxation Office Product Ruling (PR 2009/32)** addressing the tax consequences for eligible investors of borrowing from Macquarie to invest. | ||||||||||||||||
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.
Investment PDS & Key Documents
Fund Choice
Australian Equity Funds
Ausbil Australian Emerging Leaders Fund
BT Wholesale Core Australian Share Fund
Perennial Value Shares Wholesale Trust
Perpetual Wholesale Australian Fund
International Equity Funds
GVI Global Industrial Share Fund
Platinum International Fund
Walter Scott Global Equity Fund
Zurich Investments Global Thematic Share Fund
Asia and Emerging Markets Funds
Premium China Fund
Platinum Asia Fund
Alternative Investment Funds
Colonial First State Wholesale Global Resources Fund
Macquarie International Infrastructure Securities Fund
Winton Global Alpha Fund
Index Funds
Vanguard International Shares Index Fund (Hedged)
Vanguard Australian Shares Index Fund
