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Diversified funds give you a ready-made portfolio spread across a variety of asset classes. Whether you want capital growth, income or a mixture, Macquarie’s range of diversified funds give you a choice of portfolios to suit your needs.
Select from:
Macquarie Balanced Fund
Macquarie Income Advantage Fund
Macquarie Managed Growth Fund
Macquarie Balanced Fund
The Macquarie Balanced Fund give you the ultimate ready-made investment portfolio. You can access the potential returns of various asset classes, including Australian and international shares, property, Australian and international fixed interest securities and cash – all with the one investment.
| Product profile summary |
| Entry fee* |
3.00% |
| Minimum initial investment |
$5,000 (or $1,000 with a regular contributions plan) |
Macquarie Income Advantage Fund
If you’re looking for more income from your investments, you might want to consider the Macquarie Income Advantage Fund. They give you a diversified portfolio of income-producing assets (such as money market and fixed interest assets), with some exposure to growth assets (such as shares and property).
| Product profile summary |
| Entry fee* |
3.00% |
| Minimum initial investment |
$5,000 (or $1,000 with a regular contributions plan) |
Macquarie Managed Growth Fund
The Macquarie Managed Growth Fund gives you the potential for high capital growth over the long term. They invest your money in a diversified portfolio of mainly growth assets (such as shares and property), with some exposure to income-producing assets (such as money market and fixed interest assets).
| Product profile summary |
| Entry fee* |
3.00% |
| Minimum initial investment |
$5,000 (or $1,000 with a regular contributions plan) |
Macquarie Balanced Fund, Macquarie Income Advantage Fund and Macquarie Managed Growth Fund are offered by Macquarie Investment Management Limited (ABN 66 002 867 003).
This advice is not personal advice. This advice has been prepared without taking account of your objectives, financial situation or needs. Therefore, in deciding whether to acquire or continue to hold an investment, and before acting on this advice, you should consider the Product Disclosure Statement (PDS) available from us and assess, with (or without) your financial adviser, whether this product fits your objectives, financial situation or needs. Applications can only be made on the application form contained in the current PDS.
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