Macquarie Access High Growth Multi-Asset
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106749-2024-04-30-02:37.pdf |
FUND MANAGER | Macquarie Investment Management Australia Limited |
ASX Code | |
APIR | SMAMAQ08S |
ASSET CLASS | SEPARATELY MANAGED ACCOUNTS |
INVESTMENT STYLE | The Macquarie Access High Growth Multi-Asset Model Portfolio provides broad diversified exposure to a range of asset classes and markets, with a strong bias toward growth assets |
INVESTMENT PROFILE | Aims to provide positive returns of 5% per annum above Australian inflation (before fees) over the medium to long term |
CURRENCY MANAGEMENT | |
INCEPTION DATE | 30-09-2020 |
BENCHMARK | Benchmark unaware |
FUND SIZE | Benchmark unaware |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | 5 to 15 Managed Funds |
FEES | 0.154% |
STRUCTURE |
Benefits
Benefits | Benefits
Significant features
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RISK LEVEL | 6 |
INVESTOR SUITABILITY | The Macquarie Access High Growth Multi-Asset Model Portfolio is designed for fee conscious investors with a very high tolerance for volatile returns in the short term who seek higher medium to long-term returns from a very large allocation to growth assets with very limited exposure to defensive assets. |
Risks
Title | |
Detail |
Key Features
DescriptionThe strategy is managed using a time-tested investment process focused on achieving target returns and limiting risk by adapting asset allocation to the prevailing market environment. The model portfolio has exposure to a diversified holding of managed.
Investment Return Objective:Aims to provide positive returns of 5% per annum above Australian inflation (before fees) over the medium to long term. Inflation is defined as the Consumer Price Index (CPI) as measured by the Reserve Bank of Australia Trimmed Mean, as published by the Australian Bureau of Statistics).
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Mandate
Indicative asset allocation:Australian equities: 0% to 80% International equities: 0% to 80% Australian fixed interest: 0% to 15% International fixed interest: 0% to 15% Global real estate: 0% to 25% Global infrastructure: 0% to 25% Cash: 1% to 15% |