Macquarie Active Plus Equities - Managed Fund (Closed)

The objective of the Macquarie Active Plus Equities managed fund is To outperform the S&P/ASX 300 Accumulation Index by more than 4% pa (before fees) over the long-term. Suggested investment timeframe is 5 years.

The strategy of the Macquarie Active Plus Equities managed fund is The fund seeks to invest in the Macquarie Managed Equities Fund, which in turn invests in shares listed, or expected to be listed, on the Australian Stock Exchange. Risk limits for the product include: total weighting to resource stocks maximum 10% over index weight, small capitalisation stocks are not to exceed 25% of the portfolio, investment in any one company is limited to 5% of a portfolio or twice index weight (whichever is greater). Benchmark asset allocation is 100% Australian equities.

The APIR code of the Macquarie Active Plus Equities managed fund is MAQ0053AU.

Macquarie Active Plus Equities’s total return last month was -%. This was made up of a growth return of -3.85% and an income return of -%. These returns were calculated as at .

Macquarie Active Plus Equities’s total return for the last three months was -%. This was made up of a growth return of -7.83% and an income return of -%%. These returns were calculated as at .

Macquarie Active Plus Equities’s one-year total return is -%. This was made up of a growth return of -4.6% and an income return of -%. These returns were calculated as at .

Macquarie Active Plus Equities’s one-year total return is -%. This was made up of a growth return of 0.2% and an income return of -%. These returns were calculated as at .

The asset allocation of the Macquarie Active Plus Equities managed fund is :

The Responsible Entity for the Macquarie Active Plus Equities managed fund is Macquarie Investment Management Aus Ltd..

The Macquarie Active Plus Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Sep 2023, the size of the Macquarie Active Plus Equities managed fund was $11.01 million.

The Macquarie Active Plus Equities managed fund has an inception date of 31 Mar 1994.

The current entry price of the Macquarie Active Plus Equities managed fund is $0.8692 per unit and the current exit price is $0.8662 per unit (as at 2 Nov 2023).

The current exit price of the Macquarie Active Plus Equities managed fund is $0.8662 per unit and the current entry price is $0.8692 per unit (as at 2 Nov 2023).

The minimum initial investment amount for the Macquarie Active Plus Equities managed fund is $500,000.