Macquarie Winton Global Opportunities Trust
Overview
The Macquarie Winton Global Opportunities Trust ARSN 116 206 190 (the Trust) has been designed by Macquarie Investment Management Limited (MIML) to offer investors access to the growth potential of an investment managed by Winton Capital Management Limited (Winton).
Winton seeks to generate returns using proprietary research to make inferences about the future performance of over 100 global markets using a portfolio of futures contracts covering commodities, equities, fixed interest and currencies.
The Trust's investment is capital protected at the end of the seven year investment term (the capital protection date), with the capital protection provided by Goldman Sachs International*.
*Capital Protection fees will apply. Capital Protection at the Capital Protection Date may affect your returns. For full details refer to section 3 of the PDS.
Features
- Diversification of your client’s portfolio through the inclusion of a managed futures strategy.
- Access to leading management – the underlying fund is managed by Winton, an investment management company which has delivered strong performance through its core strategy since inception in October 1997^.
- Opportunity to profit from managed futures – a broadly diversified investment with indirect exposure to more than 100 global commodities, currency, equities, and fixed interest markets.
- ASX listed – units in the Trust are listed on the ASX.
- Capital protection – the Trust’s exposure to the underlying Deferred Purchase Agreement (DPA) benefits from capital protection provided by Goldman Sachs International at 30 November 2012*.
- Potential for income.
- May be suitable for self managed super funds.
Product information
| Product name | Macquarie Winton Global Opportunities Trust |
| ASX Code | MWG |
| Responsible entity | Macquarie Investment Management Limited |
| Investment manager | Winton Capital Management Limited |
| Capital protection date | 30 November 2012 |
| Liquidity | ASX Listed; Quarterly Redemption Facility |
| Trust investments |
MWG’s sole investment is a DPA. The DPA provides the Trust with exposure to:
|
| Distributions | Expected to be paid yearly (if any) within 10 business days of 30 June. |
| Currency | Denominated in Australian dollars |
| Registry | Link Market Services |
| Contact details | 1800 738 088 |