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The Macquarie Professional Series adds a new dimension to your range of investments. We've searched the world for what we believe are some of the most outstanding managers in different asset classes. We've partnered with a select few to tailor their signature products to suit the Australian retail market and to provide an investment solution built for advisers and their clients.
Each manager offers a proven track record with the following qualities which we believe set them apart from others in their field:
- a manager with a proven track record with the potential to generate attractive long-term returns;
- a specialist in their field focused solely on managing investors money;
- a superior investment strategy with its own unique characteristics.
What does the Macquarie Professional Series offer you?
By investing through the Macquarie Professional Series, you can gain access to the expertise of premium managers through a range of products not otherwise available to retail investors. At the same time, you can be secure in the knowledge that the products will be administered by Macquarie Adviser Services with our extensive experience in client service and administration.
Select from:
Arrowstreet Global Equity Fund
Arrowstreet Global Equity Fund (Hedged)
Concord Australian Equity Fund
EII Global Property Fund
Morgan Stanley Global Franchise Fund
Walter Scott Global Equity Fund
Walter Scott Global Equity Fund (Hedged)
Winton Global Alpha Fund
Arrowstreet Global Equity Fund
Arrowstreet is a global equity manager based in Cambridge, Massachusetts. It was formed in July 1999 and is majority owned and controlled by its senior professionals. Arrowstreet currently manages over A$20 billion* in assets for its clients globally, which include pension funds, foundations and corporations.
Arrowstreet Global Equity Fund (Hedged)
Arrowstreet is a global equity manager based in Cambridge, Massachusetts. It was formed in July 1999 and is majority owned and controlled by its senior professionals. Arrowstreet currently manages over A$20 billion* in assets for its clients globally, which include pension funds, foundations and corporations.
Concord Australian Equity Fund
The Fund is managed by Concord Capital Limited ("Concord"), an independent firm that specialises in managing Australian equity portfolios. Concord was established in June 2000 and currently manages over $3.2 billion for a range of institutional clients, including superannuation funds and corporations. Concord is an active, 'bottom-up' growth manager. Stocks are selected from the universe of companies listed on the Australian Stock Exchange.
EII Global Property Fund
The EII Global Property Fund (the Fund) provides access to a portfolio managed by European Investors Inc (‘EII’). EII is a specialist property manager with $3billion1 in property assets under management. Around $2 billion of this is in global property securities and US $1 billion in US direct real estate. EII has over 20 years of investment management experience across a variety of asset classes and has been managing property investments since 1987.
Morgan Stanley Global Franchise Fund
The Morgan Stanley Global Franchise Fund (the Fund) is a managed fund that invests primarily in a mix of international shares typically in Europe and North America. They are shares of companies that are listed on various stock exchanges around the world, other than in Australia. The Fund may also have some exposure to cash and derivatives.
Walter Scott Global Equity Fund
The Walter Scott Global Equity Fund (the Fund) is a managed fund that invests primarily in a mix of international shares, other than those listed on the Australian Stock Exchange. The Fund may also have some exposure to cash and derivatives.
Walter Scott Global Equity Fund (Hedged)
Walter Scott & Partners Limited (Walter Scott & Partners) is an independent global investment manager established in 1983, in Edinburgh, Scotland. Walter Scott & Partners has a wealth of experience in global equity investment and currently manages $40 billion (as at December 2007) in assets for its global client base. Walter Scott & Partners is a classical, fundamental and long term growth manager.
Winton Global Alpha Fund
Winton Capital Management Limited (Winton) is a global investment management company, based in London, who focus on statistical research in financial markets and global managed futures. Founded in 1997 by David Harding, currently Winton has over $US16.2 billion* under management.
*as at 30 September 2006. Source Arrowstreet Capital LP
** The fund, which has been in existence since March 1997, will from December 2006 gain exposure to Arrowstreet Capital, L.P's investment process through an investment in the Arrowstreet Global Equity Fund (ARSN 122 036 006). Investments in the Arrowstreet Global Equity Fund (Hedged) are offered by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL No. 237492 ("MIML").
* As at 31 December 2005. Source: Concord Capital Limited
Investments in the Concord Australian Equity Fund ARSN 116 355 465 ("Fund") are offered by Macquarie Investment Management Limited ABN 66 002 867 003 ("MIML").
Macquarie Investment Management Limited, ABN 66 002 867 003, AFSL 237492 ("MIML") is the Responsible Entity of the CSL Active Commodities Fund, ARSN 117 859 140. The Product Disclosure Statement ("PDS") is available from the offices of MIML at 20 Bond Street, Sydney, 2000 and at www.macquarie.com.au/personal. All investors must read the PDS in full before deciding to invest and applications can only be made on the application form attached to the current PDS dated 28 February 2006.
1As at 31 August 2006
EII Global Property Fund ARSN 117 792 113 (“the Fund”) is offered by Macquarie Investment Management Limited ABN 66 002 867 003 (“MIML”). In deciding whether to acquire or continue to hold an investment, you should consider the Product Disclosure Statement dated 6 October 2006 (“PDS”)which is available from us. To acquire the product, you must complete the application form which accompanies the PDS.
Investments in the Morgan Stanley Global Franchise Fund ARSN 111 759 712 ("Fund") are offered by Macquarie Investment Management Limited ABN 66 002 867 003 ("MIML").
Investments in the Walter Scott Global Equity Fund ARSN 112 828 136 ("Fund") are offered by Macquarie Investment Management Limited ABN 66 002 867 003 ("MIML").
This information is general advice only and has been prepared without taking into account the individual objectives, financial situation or needs of any particular investor. Before making a decision to invest in any of the above financial products on the basis of this information, investors should read the above financial products' product disclosure statements ("PDS") and consider, with or without their financial adviser, whether it fits their objectives, financial situation and needs. Applications for units in the above financial products can only be made on an application form contained in the current PDS.
Investments in the above financial products are not deposits with or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 or any Macquarie Group company and are subject to investment risk, including possible delays in repayment and loss of income or principal invested. None of Macquarie Bank Limited, MIML or any other Macquarie Group company guarantees the performance of the above financial products or the repayment of capital from the above financial products or any particular rate of return.
Any financial product advice provided by us is free of charge. MIML may receive remuneration for distributing financial products issued by other Macquarie Group companies.
Any Macquarie subsidiary noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act (Cth) 1959. That subsidiary's obligations do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of that subsidiary, unless noted otherwise.
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