The Macquarie Wrap Consolidator II series has two investment menus as shown below. Access performance reporting and asset allocation.
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.
For product documents, please visit Product information, forms and disclosure.
