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| | | | | | Why limit your core portfolio investment to a simple index? | | | | | |
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| | | | | | While investors traditionally rely on passive funds to access an index with lower fees, they could be missing out on the potential to beat the index with an active ETF that is designed to offer an enhanced outcome for investors.
Macquarie’s new systematic equity active ETFs have the potential to deliver above benchmark returns, using a rigorous combination of data science and human intelligence. Like many index-tracking ETFs, the portfolios still hold hundreds of stocks – just a little more of the stocks that the model likes, and a little less of the ones it doesn’t. | | | | | |
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| | Introducing Macquarie’s Systematic Active ETFs | | | | | | | | Macquarie Systematic Investments has pioneered innovative, resilient institutional investment solutions for over 30 years. And now, we’re providing everyday access to this disciplined quantitative strategy through a range of new active ETFs. | | | | | |
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| | | | | | | | |  | | | | | Systematic advantage
Aiming to identify companies with desirable characteristics, while reducing the risks of emotional biases. | | | | |
| | |  | | | | | Consistent outcomes
Our approach is repeatable, aiming for carefully delivered and consistent excess returns. | | | | |
| | |  | | | | | Cost efficient access*
An attractive management fee, plus a performance fee only when we beat the index*. | | | | |
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| | *Refer to the Product Disclosure Statement for further information on the fees and costs. | | | | | |
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| | | | | | | | | | | | | | ASX:MQEG
Macquarie Core Global Equity Active ETF
Management fee: 0.08%
Performance fee: 20% of the cumulative outperformance of the Fund (after the management fee and expenses) above the return of the Index, subject to a high watermark. |
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| | | | | | The Funds are designed for consumers who:
- are seeking capital growth and income distribution
- are intending to use the Fund as a core component, minor allocation or satellite allocation within a portfolio
- have a minimum investment timeframe of five years
- have a high or very high risk/return profile for that portion of their investment portfolio, and
- require the ability to have access to capital within one week of request.
The Target Market Determination (TMD), available at macquarieim.com/TMD, includes a description of the class of consumers for whom the Fund is likely to be consistent with their objectives, financial situation and needs. | | | | | |
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| | | | | | Important information
This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Funds referred to above. This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in a Fund. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the Fund’s product disclosure statement. The product disclosure statement is available on our website at etf.macquarie.com or by contacting us on 1800 814 523.
The Target Market Determination (TMD), available at macquarieim.com/TMD, includes a description of the class of consumers for whom the Fund is likely to be consistent with their objectives, financial situation and needs.
The Macquarie Core Global Equity Active ETF is a separate class of units in the Macquarie Core Global Equity Fund (ARSN 674 553 201). A separate class of units is not a separate managed investment scheme.
Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this material is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities 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 these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment. | | | | | | | | | |
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