Macquarie Wrap

The Macquarie Wrap Consolidator II series has two investment menus as shown below. You can also access performance reporting and asset allocation here.

Macquarie Consolidator II - Engage:

• Is a cost-efficient solution with a limited menu of products
• Designed to suit clients with less complex investment needs
• A flat monthly account keeping fee
• The choice of 8 index and active SMA’s and 1 income SMA, managed by Macquarie Investment Management*
• The choice of 6 sustainability themed SMA’s from Pendal and Dimensional
• Term deposit and insurance options
• Minimum investment of $10,000 and a minimum cash holding of $500.

Macquarie Consolidator II - Elevate:

• Offers tiered, portfolio-based pricing with fee aggregation
• Designed for clients with evolving complexity and diversification needs
• A fee aggregation for family groups
• The ability to create family groups of up to eight accounts
• No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits
• Access to over 160 SMA models from over 45 investment managers
• Access to over 600 managed funds
• Access to Australian listed securities, international listed securities^, domestic fixed income^, term deposits, and insurance options
• Minimum investment of $10,000 and a minimum cash holding of $1,000.

The series will include Macquarie Investment Consolidator II, Macquarie Super Consolidator II and Macquarie Pension Consolidator II.

* As assessed by the relevant portfolio manager

^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Consolidator II - Elevate.

Product documents

The fee structure of Macquarie Wrap Manager II suits clients who have a reduced number of holdings – so they get better value and you get greater visibility.

Macquarie Wrap Manager II features:

• Tiered, holdings-based pricing with a low minimum fee
• Access to over 160 SMA models from over 45 investment managers
• Access to over 600 managed funds
• Access to Australian listed securities, international listed securities^{^}, domestic fixed income^{^}, term deposits, and insurance options
• Requires a minimum balance of $10,000
• No account keeping fee
• No transaction fees when purchasing or selling managed investments, Australian securities, and term deposits.

The series will include Macquarie Investment Manager II, Macquarie Super Manager II and Macquarie Pension Manager II.

^ International listed securities and domestic fixed income are only available for clients in Macquarie Investment Manager II.

Product documents