Macquarie Fusion® Funds

Macquarie Fusion Funds
Gain exposure to the market through a wide range of managed funds with up to 100% capital protection and 100% investment loan.
 Macquarie
Rebate Offer 2% (100% rebate of initial charge)
Minimum Initial Investment No Minimum or $50,000 if using the investment loan to pay for your contribution
Capital Protection Structure CPPI (view our guide to capital protection)
Featured Investment Featured in our November 2008 Investment Newsletter
Offer opens 7th October 2008
Offer closes CLOSED 28th November 2008
Product Disclosure Statement
Application/PDS
 
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

Exposure to a choice of 16 managed funds that are generally not available for direct investment by Australian retail investors.

The opportunity to borrow 100% of the investment amount so there is no need to tie up your existing assets.

Protection of 100% of an investor's initial investment amount at Maturity if an investor obtains an Investment Loan or, if an investor uses its own funds, through the purchase of a Put Option. Importantly, there are no margin calls.

A track record of performance for specific Fusion Funds*; and

An Australian Taxation Office Product Ruling (PR 2008/64)** addressing the tax consequences for eligible investors of borrowing from Macquarie to invest.

 

What do we get paid

Wealth Focus will rebate the 2.0% 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.

 
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