MACQUARIE FUSION FUNDS (JUNE 10)

MACQUARIE FUSION FUNDS (JUNE 10)

MACQUARIE FUSION FUNDS (JUNE 10)

Fee Rebate No Entry Fee
Min Investment $50,000
Expected Close 30/06/2010
Macquarie FusionĀ® Funds provides investors with the opportunity to gain exposure to a choice of 15 managed funds, with a 100% investment loan and 100% capital protection at maturity.

Key features and benefits
Exposure to a choice of 15 managed funds that are generally not available for direct investment by Australian retail investors. No up front capital required. Fusion Funds encompases 100% investment loan, 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. As a result, there are never any 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”.

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.

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