Macquarie Specialist Investments (MSI) yesterday announced the launch of the 14th offer of the flagship Macquarie Flexi 100 Trust (Flexi). The current offer provides investors with broad, protected exposure to growth opportunities across US, European, Asian and Australian equities markets.

Flexi allows investors to borrow 100 per cent of their investment amount to gain 100 per cent principal protected exposure to a range of domestic and international opportunities throughout the year. Its unique Walk-Away feature provides investors with the flexibility to exit their investment early without incurring any additional costs should their circumstances or market conditions change. Flexi is the only product of its kind in the market with an ATO Product Ruling, providing many investors with certain interest deductibility.

Co-head of MSI Distribution, Ferdi Kayakesen said, “The strong global thematic of the current Flexi offer is a direct response to overwhelming feedback we have received from advisers and their clients demanding access to key overseas growth areas.”

“Feedback is strengthened by Macquarie Research Equities’ positive outlook on US and European markets, suggesting the increasing relevance and importance of international equities exposure in maximising portfolio growth opportunities.”

“Flexi was developed in the wake of market uncertainty in response to demand for a solution offering investors leveraged upside exposure to diversified sharemarket growth opportunities, but with the security of protection on the downside as well as flexible exit arrangements.”

“With Australian equities accounting for only a small portion of the global economy, this offer allows investors to take advantage of current global growth opportunities and diversify their portfolios. At the same time it provides peace of mind via 100 per cent loan principal protection and the Walk-Away feature.”

The current offer of Flexi is available for investment until Monday 30 June 2014. The minimum investment amount is $25,000, with an optional interest loan available. Flexi offers fixed annual distributions and a fixed interest rate which provides upfront certainty of the holding cost over the term, and may be suitable for individuals and SMSFs.

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The Macquarie SIV Government Bond Fund invests into bonds issued by Australian  Commonwealth, State or Territorial Governments and importantly, satisfies the $1.5 million  Waratah Bond requirement for investors looking for New South Wales state sponsorship.

Head of MSI, Jason King said: “The new Macquarie SIV Government Bond Fund is an innovative offering to the market as it has made it possible for investors looking to migrate  to Australia to manage all their SIV investments in one place.

“Previously, investors looking to live in NSW were required to apply separately to the  Government for their $1.5 million Waratah Bond. Now investors can deal solely with MSI to satisfy both their government bond requirement, and at the same time allocate the remaining $3.5 million of the minimum SIV requirement of $5 million across MSI’s suite of compliant SIV funds.

MSI’s six SIV Funds offer investors access to a diverse range of Australian-based asset classes including cash, fixed interest, listed property, equities and now Government Bonds. The funds cater for diverse investor risk/return profiles with a number of the funds maintaining different investment allocations to the various asset classes. Additionally, MSI offers SIV candidates the potential to protect and borrow against their investment, including against the new Macquarie SIV Government Bond Fund, two features that are unique to the market.

Mr King said: “Investors have shown strong interest in our SIV Funds to date, with over $200 million either committed or in the pipeline. The new fund demonstrates MSI’s commitment to the SIV program by making it simpler for applicants to manage all of their investments while offering significant choice and flexibility”.

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