A single gateway to SIV complying investments
What the Macquarie SIV Platform offers
The funds satisfy the requirements of the SIV guidelines
Single entry point
Access to all 3 complying investments via a single application process
A balancing investment that provides capital protection after 4 years to offset other riskier investments
About the Macquarie SIV Platform
The Macquarie SIV Platform* provides investors wishing to migrate to Australia with a single entry point to SIV complying investments.
* The trustee of the Macquarie SIV Notes Fund is Macquarie Financial Products Management Pty Limited ABN 38 095 135 694 AFSL 237847 and the responsible entity of the Macquarie Australian Emerging Companies Fund is Macquarie Investment Management Australia Limited ABN 55 092 552 611 AFSL 238321.
Macquarie SIV Notes Fund
Capital protection at maturity
The fund invests in notes issued by Macquarie Group Limited that provide capital protection at maturity along with fixed and/or variable distributions.
Each investor receives their own class of units, ensuring that the liquidity of their investment lines up appropriately with the required investment length of the visa.
Macquarie Australian Emerging Companies Fund
The fund offers investors the opportunity to gain exposure to a diverse selection of some of Australia’s fastest growing companies.
The investment team has a disciplined framework and philosophy that is applied in each step of the process. They aim to capture the opportunities and avoid the catastrophes.
The investment mandate has been designed with the objective of meeting SIV Complying Investment Framework requirements.
The dedicated risk management team monitors compliance with the investment mandate and risks to the portfolio on a daily basis.
Venture Capital / Private Equity
The platform provides access to multiple venture capital / private equity funds registered with AusIndustry. These funds are not issued, managed or endorsed by Macquarie.
The funds offer a variety of different investment approaches to ensure that investors can customise their exposure to venture capital / private equity.
Investing with Macquarie
The Macquarie SIV Notes Fund and Macquarie Australian Emerging Companies Fund, established by Macquarie Asset Management (MAM), have been created to comply with the SIV requirements and are subject to ongoing compliance monitoring by an independent risk team on a daily basis.
MAM, Australia’s largest fund manager1 with a history of managing SIV investments since 2013, provides clients with access to a diverse range of capabilities and products, including infrastructure and real asset management, securities investment management and tailored investment solutions over funds and listed equities.