MACQUARIE FUSION FUNDS (JUNE 09)

MACQUARIE FUSION FUNDS (JUNE 09)

MACQUARIE FUSION FUNDS (JUNE 09)

Fee Rebate Up to 1% (100%)
Min Investment $50,000
Expected Close 30/06/2009
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 15 managed funds that are generally not available for direct investment by Australian retail investors. 100% investment loan allows investors to borrow, avoiding the need to tie up existing assets.Protection of 100% of an investor’s initial investment amount at Maturity with no margin calls, through the purchase of a Put Option.

A track record of performance for specific Fusion Funds; and

An Australian Taxation Office Product Ruling (PR 2009/32)** addressing the tax consequences for eligible investors of borrowing from Macquarie 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.

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