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The Macquarie Balanced Fund gives you:
- an instant diversified investment portfolio
- a mixture of capital growth and income
- reduced risk by spreading your investment across various asset classes including Australian and international shares, property, Australian and international fixed interest and cash
- a regular contributions plan to help you save
| Product profile |
| Recommended investment timeframe |
At least 5 years |
| Entry fee* |
3.00% |
| Minimum initial investment |
$5,000 (or $1,000 with a regular contributions plan) |
| Income payments |
After 31 March, 30 June, 30 September and 31 December |
| Minimum additional investments |
$500 (or $100 with a regular contributions plan) |
| Minimum withdrawals |
$500 |
| Minimum balance |
$1,000 |
| Withdrawal fee |
Nil |
| Estimated management expense ratio** |
Nil |
| Fund start date |
04.11.91 |
How Macquarie manages your money
Macquarie actively manages your money, diversifying it across these asset classes in the ranges shown:
|
Target % |
Range % |
|
Australian shares
|
30
|
20-40
|
|
International shares
|
20
|
10-30
|
|
Listed property trusts
|
10
|
0-20
|
|
Australian fixed interest
|
22.5
|
0-40
|
|
International fixed interest
|
10
|
0-20
|
|
Alternative assets
|
5
|
0-10
|
|
Cash
|
2.5
|
0-25
|
*Transaction expenses apply. See the prospectus for details.
**Management expense ratio estimated as at 7 December 2006
Member companies of the Macquarie Bank Group do not guarantee the repayment of capital or the performance of the fund. Past performance is not a reliable indication of future performance.
Macquarie Balanced Fund is 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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