MACQUARIE FLEXI 100 – OCT 2009
| Fee Rebate | No loan establishment fee |
| Min Investment | $25,000 |
| Expected Close | 30/06/2010 |
| Macquarie Flexi 100 provides investors with the opportunity to borrow to invest in the Australian market or Asian equities with the protection of a limited recourse loan available, and the flexibility to ‘walk away’ from the investment without incurring break costs.* | ||||||||||||||||||||||||
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| Key features and benefits | ||||||||||||||||||||||||
| Access to investment growth of the S&P/ASX 200 or the MQ Asia Long Short FundAnnual income payments fixed at 4%pa (class E) or equal to the growth received over the year (class F & G). Class E units may also receive a growth payment at the end of the term.Borrow 100% of your investment allows you to invest with low initial capital outlay and no margin calls.Flexibility to ‘walk-away’ from the investment and limited recourse investment loan without incurring additional costs including break costs.*Protection of a limited recourse loan means investors will not be required to contribute more of their own money to pay back the investment loan. | ||||||||||||||||||||||||
What do we get paid
Wealth Focus will rebate the 2.0% commission (100%) of the investment loan 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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