Macquarie managed funds performance

We are a global financial services organisation with Australian heritage, operating in 34 markets.

It aims to provide a balanced level of growth and income. The strategy of the Macquarie Balanced Growth managed fund is The Fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with some exposure to cash and fixed interest. It aims to deliver above index returns through an active investment approach that identifies and pursues investment opportunities within set limits through a combination of active management within each asset class and tactical asset allocation across asset classes to meet the objective of the Fund. This was made up of a growth return of 1. These returns were calculated as at 31 Jan This was made up of a growth return of 6. This was made up of a growth return of 4.

Macquarie managed funds performance

This was made up of a growth return of 0. These returns were calculated as at 31 Jan This was made up of a growth return of 5. This was made up of a growth return of 2. This was made up of a growth return of The asset allocation of the Macquarie Real Return Opportunities managed fund is :. Fund data sourced from Morningstar. Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance.

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Find the right solution to meet your cash management, superannuation and investment needs. Find important information about our super and pension products, including offer documents, Significant Event Notices SENs , member outcomes assessments, Annual Member Meeting resources and other materials published by the Trustee. Open an account today to access award winning features that will make running your SMSF easy. Are you thinking about setting up a self managed super fund? The primary motivation for setting up an SMSF is to be more involved in investment decsisions, be able to choose specific assets and have direct influence over your asset allocation.

As a global specialist in sectors ranging from renewables and infrastructure to technology, resources, commodities and energy, Macquarie has deep expertise and capabilities in these areas. We are a global financial services organisation with Australian heritage, operating in 34 markets. We believe in a workplace where every person is valued for their uniqueness and where different views and ideas are embraced. Over time, this has seen us build deep and differentiated franchises in each of our areas of activity, all of which delivered sound outcomes and strong performance in FY The higher effective tax rate was mainly driven by the geographic composition and nature of earnings. At 31 March , the Group employed 18, people 6 , which was up 10 per cent on 31 March In addition, approximately , people were employed across managed fund assets and investments 7.

Macquarie managed funds performance

The performance figures are historical and past performance is not a reliable indicator of future performance. Due to individual investor circumstances, your returns may differ from those listed above. Please contact Client Service on if you require any further information. Fund performance listed above, is calculated as at the relevant month end valuation date as specified. Performance figures are calculated before tax and after deducting ongoing fees and expenses, using net asset value prices, assuming that income is re-invested and that the investment is held for the full period. The complete performance series may not be shown for all funds, this may be due to the timing of the fund inception or commencement date.

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Having trouble renewing? Investing Made Simple. Please enter your password to proceed You have entered an incorrect email or password. What is the size of the Macquarie Australian Equities managed fund? Upgrade Today. What is the objective of the Macquarie Real Return Opportunities managed fund? Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This was made up of a growth return of 7. Macquarie Euro Government Bond Fund. Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. Fund Performance Comparison.

Macquarie Asset Management is part of Macquarie Group, whose interests span banking, advice, and funds management. In Australia, Macquarie also distributes third-party managers catering to high-net-worth clients. Macquarie has methodically integrated U.

Get Investment Plan. Total Net Assets You are already registered for this event. Morningstar Rating of Share Classes 0. Data and content is provided for personal use only. Search service error. Search Input search. Fund Performance Comparison. Building the right Investment Plan Finding the right portfolio 3 easy steps. If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in. Fund Performance Comparison. What is the asset allocation of the Macquarie Australian Equities managed fund? Investing made simple.