A flexible risk management solution
What a Macquarie Tailored Portfolio Collar offers
Tailor term and assets in portfolio
Borrow the full value of the portfolio with 95% or 100% loan principal protection at maturity
Reduce cost by capping returns
About a Macquarie Tailored Portfolio Collar
Macquarie's Tailored Portfolio Collar provides you with a flexible, tailored platform to gain exposure to domestic shares and select managed funds.
This innovative structure allows you to combine portfolio protection with an optional loan facility that allows you to borrow up to 100% of the purchase price of a portfolio.
- Wholesale investors
- Investors who want to gain domestic equity or managed fund exposure, with the added comfort of loan principal protection at maturity*
- Investors with a shorter-term view on the market
- Investors who want to contribute some of their own capital to lower your loan to value ratio and, in doing so, reduce the overall cost of the structure
- Investors who want to prepay interest this financial year.
*Subject to Macquarie being able to perform its obligations.