An income solution with a focus on preserving capital
What the Macquarie Income Opportunities Fund offers
focus on preserving capital and managing liquidity
potential for attractive returns across different market conditions
monthly distributions, potential to outperform cash
About the Macquarie Income Opportunities Fund
Macquarie Investment Management has been managing cash and fixed income portfolios since 1970. Over 100 investment professionals manage $172 billion1 in fixed income and currency assets globally.
The Macquarie Income Opportunities Fund aims to outperform the Bloomberg AusBond Bank Bill Index2 (Benchmark) over the medium term (before fees). It also aims to provide higher income returns than traditional cash investments regardless of interest rates or economic cycles.
Investing in fixed interest markets is riskier than investing in bank and term deposits. Our experienced investment professionals aim to manage this risk by:
- Investing in a diversified portfolio of highly liquid securities
- Only investing in debt issued by sound Australian and global companies with strong balance sheets
- Constantly monitoring the performance of these organisations to assess their ability to make their interest payments and return the initial capital invested.
How the Macquarie Income Opportunities Fund works
The fund provides you with exposure to fixed income markets and aims to provide you with a better rate of return than bank or term deposits. You can gain exposure to interest-bearing securities issued by a range of different companies. The fund is riskier than term deposits and investments in the fund are not guaranteed.
Now available via the mFund Settlement Service
We’re pleased to advise that you can now invest in the Macquarie Income Opportunities Fund via mFund.
mFund allows you to buy, hold and sell units in unlisted managed funds through a process similar to buying and selling shares.
Contact your financial adviser or visit the mFund website to learn more.
Why choose Macquarie?
- Quality service
- Our service is informed, friendly, professional and reliable.
- A better way to build your wealth
- Specialist investment experts to help build your wealth.
- More opportunities
- We're committed to bringing you world class investment strategies to help you build and manage your wealth.