MACQUARIE FUSION FUNDS (NOV 08)

MACQUARIE FUSION FUNDS (NOV 08)

MACQUARIE FUSION FUNDS (NOV 08)

Fee Rebate 1.0% (100%)
Min Investment NIL
Expected Close 28/11/2008
Macquarie FusionĀ® 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*; andAn 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.

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