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A fee-efficient investment and administration solution

Engage offers a simple menu of SMAs, cash, term deposits and insurance enabling more Australians to access quality investments using an evolved investment experience.

Investors are able to customise their portfolio construction, diversify their investments and experience a convenient and efficient investment platform where investments and assets are all held within a single platform, all for a flat annual administration fee.1

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The series includes:

Macquarie Investment Consolidator II
Macquarie Super Consolidator II
Macquarie Pension Consolidator II

infographic

A compelling customer offer

Fee simplicity

A flat, annual account-keeping fee of $240p.a.~per account for Investment and $264p.a.~per account for Super and Pension2

Minimum investment of $10,000 and a minimum cash holding of $500.

Accessibility

Cost-effective investment and minimums, allowing more Australians to access quality investments.

One Wrap account

As your clients’ needs evolve, seamlessly switch them to Macquarie Consolidator II Elevate or Macquarie Manager II without capital gains tax implications, if they continue to hold the same investments.

Insurance

Three external providers, or set up a recurring rollover to fund premiums.

Term deposits

A range of providers and cash bucket strategies available.

Investment solutions

Expert investment solutions across both active and index products.

Macquarie Access Multi-Asset Portfolios

Macquarie Access Multi-Asset Portfolios

Designed for fee-conscious investors seeking broad diversified exposure to a range of asset classes and markets, including growth and defensive assets

  • Low cost solution - delivering investors low investment cost portfolios
  • Broad diversification – across domestic and global markets and asset classes
  • Expert asset allocation – optimised asset allocation tailored to four risk profiles

These high quality, low-cost portfolios are constructed using Macquarie’s innovative True Index Funds. The portfolios are managed using a time-tested investment process focused on achieving target returns and limiting downside risk by adjusting the asset allocation to the prevailing market environment.

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access
Macquarie Evolve Multi-Asset Portfolios

Macquarie Evolve Multi-Asset Portfolios

Designed for investors seeking a smoother investment journey, aiming to capture a wide spectrum of opportunities while limiting risk
 
  • Active management– dynamic asset allocation seeks to smooth the investment journey
  • Innovative portfolio construction – achieved via efficient asset allocation and a cost conscious approach
  • Flexible and diverse exposure – focused on capturing a wide spectrum of return opportunities while limiting risk

Using a fee-conscious approach, the Portfolios provide active dynamic asset allocation across broad diversified exposures such as fixed income, equities, listed property, listed infrastructure, and alternatives. The portfolios leverage Macquarie's diverse expertise, with exposure to an actively managed dynamic multi-asset core complemented by a satellite allocation to low-cost strategies.

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evolve portfolio
Macquarie Evolve Income Multi-Asset Portfolio

Macquarie Evolve Income Multi-Asset Portfolio

Designed for investors seeking sustained and regular income through exposure to a mix of assets and direct Australian equity holdings

  • Targeting sustained and regular income – seeking to deliver monthly distributions, attractive dividend yield and franking credit maximisation
  • Opportunity for capital growth – aiming to offset the impact of inflation, with a focus on downside risk management
  • Transparent and efficient SMA structure – Access to a transparent portfolio, delivering the benefits of direct ownership and customisation in a cost-efficient manner.

The Portfolio seeks to deliver monthly distributions, attractive dividend yield and franking credit maximisation, while retaining the dynamic asset allocation capability, seeking to smooth the overall return profile. The Portfolio also provides the opportunity for moderate levels of capital growth, consistent with a 60/40 growth/defensive risk profile, aiming to offset the impact of inflation.

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income multi asset solution
sma

Macquarie Separately Managed Accounts (SMAs)

Aiming to provide simple yet effective multi-asset solution via a focus on superior asset allocation.

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A seamless digital experience


You can manage your clients' investments via our adviser portal, Adviser Online. Your clients can view their portfolios 24/7 via our award-winning client app.

Learn more about Macquarie's investment technology that helps you drive efficiency, sustainably grow your business and deepen client relationships.
 

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SMA product documents

Macquarie Access Multi-Asset Portfolios

Document

Link

Macquarie Access Fact Sheet

Download PDF

Macquarie Managed Accounts PDS

Download PDF

Macquarie Access Quarterly Commentary (Growth) 

Download PDF

Macquarie Access Quarterly Commentary (Balanced) 

Download PDF

Macquarie Access Quarterly Commentary (Conservative)

Download PDF

Macquarie Access Quarterly Commentary (High Growth)

Download PDF

Macquarie Multi-Asset Portfolios Performance only

Download PDF

 

Superior 4.25 star SQM Research

The Macquarie Access Multi-Asset Portfolios are rated 4.25 stars / ‘Superior’ by SQM Research^. This report is available to licensed financial advisers on request. Please contact your local Business Development Manager or email adviser@macquarie.com.au.

Macquarie Evolve Multi-Asset Portfolios

Document

Link

Macquarie Evolve Fact Sheet

Download PDF

Macquarie Managed Accounts PDS

Download PDF

Macquarie Evolve Monthly Commentary (Growth)

Download PDF

Macquarie Evolve Monthly Commentary (Balanced) 

Download PDF

Macquarie Evolve Monthly Commentary (Conservative)

Download PDF

Macquarie Evolve Monthly Commentary (High Growth)

Download PDF

Macquarie Evolve Monthly Commentary (Income)

Download PDF

Macquarie Multi-Asset Portfolios Performance only

Download PDF

 

The Macquarie Evolve Multi-Asset Portfolios are rated 4.25 stars / ‘Superior’ by SQM Research^. This report is available to licensed financial advisers on request. Please contact your local Business Development Manager or email adviser@macquarie.com.au

Dimensional Multi-Asset Sustainable Portfolios

DocumentLink
Dimensional Fact Sheet - Macquarie Managed AccountsDownload PDF
Dimensional Sustainable Balanced Portfolio Quarterly Report - June 2024Download PDF
Dimensional Sustainable Growth Portfolio Quarterly Report - June 2024Download PDF
Dimensional Sustainable High Growth Portfolio Quarterly Report - June 2024Download PDF

 

Pendal Multi-Asset Sustainable Portfolios

DocumentLink
Pendal Sustainable Managed Portfolios FactsheetDownload PDF
Pendal Sustainable Moderate Portfolio Commentary - June 2024Download PDF
Pendal Sustainable Balanced Portfolio Commentary - June 2024Download PDF
Pendal Sustainable High Growth Portfolio Commentary - June 2024Download PDF

 

Help and support


Macquarie has a range of tools and channels to help you get fast, seamless access to support when you need it most.

Live chat

Log on to Adviser Online to connect directly with our team of experts.

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Adviser Help Centre

On-demand access to FAQs, step-by-step guides any time of day.

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As a financial services professional, we know you're busy so leave your details and we'll call you back within 2 business days. If you're a personal investor, please click here for information about products and services available to you.

 
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Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call

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Additional information

This information is provided by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492. This information is provided for the use of licensed financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.

MIML is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.

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 managed account. The relevant Product Disclosure Statement for each product is available on the Macquarie Wrap website and each investor should consider the Product Disclosure Statement in deciding whether to acquire, or continue to hold the relevant Macquarie Wrap Consolidator II and Macquarie Wrap Manager II products.

This information is current as at 20 February 2021, is indicative only, and may change from time to time.

Target Market Determinations are available at our Design and Distribution hub.

1

Other fees and charges may apply. Refer to the product disclosure documents for more information.

2

These amounts include GST (after any adjustment for Reduced Input Tax Credit. Other fees and charges may apply. Refer to the product disclosure documents for more information.

*

Insurance is only available for clients in Macquarie Super Consolidator II – Engage and Macquarie Pension Consolidator II – Engage.

~

Fee is inclusive of GST, net of the effect of any Reduced Input Tax Credit (RITC).

^

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.