Macquarie launches hard to reach investments trust
Macquarie Equity Markets Group has launched its final MQ Gateway Trust offer for 2007-08, designed to deliver retail investors exposure to otherwise hard-to-access investment opportunities.
The capital protected trust, which closes on June 27 this year, invests in a wide range of these sectors, including the strongly performing agricultural sector.
It allows investors and self-managed super funds to borrow (up to 100 per cent) to invest, and thus “enhance their exposure while also accessing tax efficiencies before the end of the financial year”.
Associate director Pia Cooke said the trust was designed to take advantage of a number of investment themes that are “benefiting from structural demand drivers”.
“Agriculture is an example of how chronically tight inventories, surging consumer demand from developing countries and rising bio-fuel production is putting upward pressure on commodity prices and the value of food companies.”
Apart from the agricultural sector, the trust will invest in emerging markets infrastructure, six Asian indices, Asian companies across a range of sectors and companies in the KLD Global Climate Index.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.