Instreet Investment

Macquarie Fusion® Funds Dec 09

(Rebate offer)
A 100% capital protected product and investment loan allowing you to choose from a variety of managed funds.
Rebate Offer 1% (100% rebate of initial charge)
Minimum Initial Investment $50,000
Capital Protection Structure CPPI (view our guide to capital protection)
Featured Investment Fusion 08 featured in our November 2008 Investment Newsletter
Offer closes 8th December 2009 (NOW CLOSED)
Product Disclosure Statement
Application/PDS
 
Macquarie Fusion® Funds (Fusion Funds) provides investors with the opportunity to gain exposure to a choice of 14 managed funds, with the ability to borrow 100% of the investment and protect 100% of the initial investment amount at maturity.

Key features and benefits

Exposure to a choice of 14 managed funds that are generally not available for direct investment by Australian retail investors.

No up front capital required. Fusion Funds requires you to borrow 100% of the investment amount, 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. Importantly, there are no 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".

An ATO Product Ruling (PR 2009/51)** is available, addressing the tax consequences for eligible investors of borrowing 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.

 
Fusion Funds

Investment PDS & Key Documents

 

Research

 

Other 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
Platinum International Fund
Walter Scott Global Equity Fund
Zurich Investments Global Thematic Share Fund

Asia and Emerging Markets Funds
Platinum Asia Fund
Premium China 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