Combining investment intuition with rigorous quantitative research

What the Arrowstreet Global Equity Fund offers

Broad global exposure

To developed and emerging market equities

Quantitative Investment approach

Based on fundamental investment principles

Potential for higher long-term returns, while controlling risk

Benchmark-aware strategy with the potential for higher long-term returns, while avoiding long-term style biases

Quantitative models used to identify both informational and behavioural mispricings in the market.

A global equities portfolio of between 150 and 400 shares.

All investments carry risk. Different investments carry different levels of risk, depending on the investment strategy and the underlying assets. Generally, the higher the potential return of an investment, the greater the risk. The risks of investing in this fund include:

  • Investment risk: The fund has exposure to share markets. The risk of an investment in the fund is higher than an investment in a typical bank account or fixed income investment. Amounts distributed to unitholders may fluctuate, as may the fund’s unit price. The unit price may vary by material amounts, even over short periods of time, including during the period between a redemption request being made and the time the redemption unit price is calculated.
  • Market risk: Share markets can be volatile, and have the potential to fall by large amounts over short periods of time. The investments of the fund are likely to have a broad correlation with share markets in general, and hence poor performance or losses in domestic and/or global share markets are likely to impact negatively on the overall performance of the fund.
  • International investments risk: The fund invests in a range of international securities, and in companies that have exposure to a range of international economies. Global and country specific macroeconomic factors may impact the fund’s international investments. Governments may intervene in markets, industries, and companies; may alter tax and legal regimes; and may act to prevent or limit the repatriation of foreign capital. Such interventions may impact the fund’s international investments.

For a full description of the risks of investing in the fund, you should read the Product Disclosure Statement before deciding to invest.

About the Arrowstreet Global Equity Fund

Investment manager

Arrowstreet Capital, Limited Partnership (Arrowstreet) is based in Boston, Massachusetts. It was founded in June 1999 and is wholly-owned by its senior management and non-executive directors.

Investment objective

The Arrowstreet Global Equity Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI All Country World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).

Investment strategy

Arrowstreet uses an active, quantitative investment approach. It looks to consistently outperform the benchmark through varying market conditions. Arrowstreet's quantitative models examine both information and behaviour to identify attractive stocks from around the world.

Arrowstreet then uses forecasting models and the judgement of its investment team to combine its rigorous quantitive research with investment intuition.

How the Arrowstreet Global Equity Fund works

Arrowstreet combines investment intuition with rigorous quantitative research in an effort to identify attractive stocks around the world. Arrowstreet forecasts individual stock returns using the experience and judgement of its investment team with quantitative analysis. In constructing the final portfolio, Arrowstreet uses an optimisation process to balance the trade-off between a stock’s expected return, its contribution to portfolio risks and its trading costs.

You can also choose to invest in a hedged version of the fund. Macquarie will use currency hedging to reduce the fund's exposure to foreign currency movements.

Download the Product Disclosure Statement, Information Booklet and application form for the Arrowstreet Global Equity Fund (Hedged).

Fund information

 Arrowstreet Global Equity Fund
APIR code MAQ0464AU
Inception date 18 December 2006
Minimum investment timeframe 7 years
Distribution frequency Generally semi-annually
Management fee 1.28% pa (of net asset value of fund and inclusive of GST).
Read the Product Disclosure Statement for more details on fees and expenses that may be charged.
Minimum investment $20,000
Performance reports View monthly performance report.
View client quarterly fund snapshot.
Flyer Learn more about the benefits of the fund.

Awards and recognition

The Fund has been recognised for excellence, receiving a number of industry awards.

  • Winner – Best International Share Fund – Money magazine Best of the Best Awards 2017
  • Winner – Best International Share Fund – Money magazine Best of the Best Awards 2016
  • Winner – Best Global Equities Fund (Broad Cap) – Lonsec/Money Management Fund Manager of the Year Awards 2015
  • Winner – Best Global Equities Fund (Broad Cap) – Lonsec/Money Management Fund Manager of the Year Awards 2014
  • Winner – Best International Equities (Global Category) – Professional Planner/Zenith Fund Awards 20141
  • Winner – International Large Cap Fund of the Year – Smart Investor Blue Ribbon Awards 2014.

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