Macquarie managed funds performance

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.

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.

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. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

Please try again. What is the size of the Macquarie Real Return Opportunities managed fund? Please contact Client Service on if you require any further information.

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. This is especially visible in fixed interest, a significant component following several years of successful and stable management. More pertinently, across the substantial footprint of public market assets beyond fixed interest, we see few examples of clear strength or conditions that are clearly conducive to maintaining lasting success.

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. Excluding the impact of acquisitions, the result reflected income related to the disposition of Macquarie Infrastructure Corporation 9 assets as well as growth in base fees. This was partially offset by a gain on the sale of Macquarie European Rail in the prior year and lower performance fees.

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.

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Macquarie Asset Management is part of Macquarie Group, whose interests span banking, advice, and funds management.

Learn more Start Investing. Unsuccessful registration Registration for this event is available only to Eureka Report members. Looks you are already a member. You must accept the terms and conditions. Time is the most critical aspect of investing. Our professionally-tailored investment portfolios consistently beat most of our peers. The performance figures are historical and past performance is not a reliable indicator of future performance. What happens when you open a term deposit? For specific decisions, you may need support from a financial adviser, lawyer, accountant or SMSF administrator, estate planning adviser and insurance broker. Remember me. Upgrade Today. Please enter your password to proceed. Monthly holdings. Verification code is required.