MACQUARIE GATEWAY TRUST

MACQUARIE GATEWAY TRUST

MACQUARIE GATEWAY TRUST

Fee Rebate 2%
Min Investment $20,000
Expected Close 30/06/2010
Macquarie Gateway Trust provides investors with 100% investment loan and capital guarantee and the option of investing in; Global Infrastructure or Australian, International or Asian Equities.

Key features and benefits
Exposure to a choice 4 investment options – Australian equities, Asian equities, International Equities or Macquarie Global Infrastructure 100 Index. Allocation within these strategies have been constructed by Macquarie Research Equities to provide optimum investor returns.No up front capital required – Macquarie Gateway Trust encompases 100% investment loan, allowing you to invest without having to tie up investment capital. Investors can also borrow to pre-pay their interestProtection of 100% of the initial investment amount at maturity through the purchase of a Put Option. As a result, there are never any margin calls.Protection against movements in the Australian Dollar – Investors will not be exposed to FX movements.

Low cost of borrowing provided by Macquarie allows investors to borrow at:
– Floating Interest Rate Loan 7.95% pa (indicative rates)
– Fixed Interest Rate Loan 8.85% pa (indicative rates)
Previous MQ Gateway Trust Investors who invest are eligible for a 1% reduction on the Investment Loan interest rate for the first year of their investment.

Choice of growth options – Investors have the choice of opting for an increased level of participation (growth multiplier) and capped returns, or uncapped returns but lower level of participation.

Investment Options & Participation Rates

Macquarie Gateway Investment Options

What do we get paid

Wealth Focus will rebate the 2.0% commission (100%) of the investment amount in the form of additional units 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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