Macquarie Investment Management launches three new SICAV funds
London, 12 Dec 2017
- Macquarie Absolute Return Mortgage-Backed Securities Fund
- Macquarie Global Multi Asset Income Fund
- Macquarie US Smaller Companies Fund
Macquarie Investment Management today introduced three new funds, including Macquarie Absolute Return Mortgage-Backed Securities Fund - a sub-fund of a Luxembourg SICAV (UCITS compliant) - which enables certain global investors access to Macquarie’s existing Absolute Return Mortgage-Backed Securities (ARMBS) strategy.
“With interest rates rising slowly, global investors continue to seek ways to diversify, manage duration risk, and increase yield in their fixed income portfolios,” said Brian McDonnell, portfolio manager of the new Macquarie Absolute Return Mortgage-Backed Securities Fund. “We have managed the strategy for a decade and are pleased to offer our ARMBS capabilities to a wider group of investors who are seeking liquidity with a higher potential risk-adjusted return.”
Macquarie is launching the Fund following increasing global investor demand for the ARMBS strategy, designed for investors interested in an absolute return outcome by investing primarily in US government-backed fixed income securities, with a focus on agency mortgage-backed securities (MBS).
Lead portfolio managers Brian McDonnell and Ion Dan manage the strategy, supported by the resources of a global fixed income team that includes dedicated specialists with deep expertise and experience in managing MBS, rates, and duration.
Macquarie also introduced two other funds today - Macquarie Global Multi Asset Income Fund, which seeks to provide investors with current income and an investment that has the potential for long-term capital appreciation, and Macquarie US Smaller Companies Fund, which aims to generate long-term capital appreciation by investing in US small- to mid-cap companies.
All three funds are domiciled in Luxembourg as UCITS-compliant SICAV investment vehicles.
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About Macquarie Investment Management
Macquarie Investment Management is a global asset manager with offices throughout the United States, Europe, Asia, and Australia. As active managers, we prioritize autonomy and accountability at the team level in pursuit of opportunities that matter for clients. Our conviction-based, long-term approach has led institutional and individual clients to entrust us to manage $US246 billion in assets as of 30 September 2017. In the US, retail investors recognize our Delaware FundsSM by Macquarie as one of the longest-standing mutual fund families, with more than 75 years in existence. Macquarie Investment Management is a division of Macquarie Asset Management, a global asset manager with $US370 billion in assets under management as of 30 September 2017.
Issued and distributed by Macquarie Investment Management Europe Limited (MIMEL). MIMEL is incorporated and registered in England and Wales (Company No. 09612439, Firm Reference No. 733534). The registered office of MIMEL is Ropemaker Place, 28 Ropemaker Street, London, EC2Y 9HD. MIMEL is authorised and regulated by the Financial Conduct Authority.