Macquarie Asset Management
Please select your role

  • Current role selection

    Macquarie ETFs - AU ETFs
Why limit your core portfolio investment to a simple index?

Podcast: Inside Macquarie's unique approach to consistent alpha

Recorded on 24 September 2024
 

Listen in as Macquarie ETF Strategist, Blair Hannon, and Livewire Rules of Investing podcast host, Ally Selby, discuss quantitative (or systematic) investing, systematic ETFs and the major trends shaping ETF markets. In this episode, they discuss:

  • How quantitative investing isn't DIY friendly, but has delivered consistent outperformance over the long term

  • Some common misconceptions surrounding quantitative investing

  • The signals that have worked over the last few years for the Macquarie Systematic Investments team

  • How the Macquarie Systematic Investments team have used their innovative quantitative model to build new active ETFs; ASX:MQAE and ASX:MQEG.


Click here to read Livewire’s article, Inside Macquarie's unique approach to consistent alpha.

Other ways to listen:

Risks

All investments carry risk. Different investments carry different levels of risk, depending on the investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk (including the potential for loss and unit price variability over the short term). 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, by material amounts over short periods.

Market risk: The investments that the Fund has exposure to are likely to have a broad correlation with share markets in general. Share markets can be volatile and have the potential to fall by large amounts over short periods of time. Poor performance or losses in domestic and/or global share markets are likely to negatively impact the overall performance of the Fund.

Security specific risk: Securities and the companies that issue them are exposed to a range of factors that affect their individual performance. These factors may cause an investment’s return to differ from that of the broader market. The Fund may therefore underperform the market and/or its peers due to its security specific exposures.

Manager risk: There is no guarantee that the Fund will achieve its performance objectives, produce returns that are positive, or compare favourably against its peers, or that the strategies or models used by the Investment Manager will produce favourable outcomes.

More information on the risks of investing in the Fund is contained in the Product Disclosure Statement, which should be considered before deciding to invest in the Fund.

Important information

The Macquarie Core Australian Equity Active ETF and the Macquarie Core Global Equity Active ETF is designed for consumers who: are seeking capital growth and income distribution, are intending to use the Fund as a core component, minor or satellite allocation within a portfolio, have a minimum investment timeframe of five years, have a high or very high risk/return profile for that portion of their investment portfolio, and require the ability to have access to capital within one week of request.

The Target Market Determination (TMD), available at macquarie.com/mam/tmd, includes a description of the class of consumers for whom the Fund is likely to be consistent with their objectives, financial situation and needs.

The Macquarie Core Global Equity Active ETF is a separate class of units in the Macquarie Core Global Equity Fund (ARSN 674 553 201). A separate class of units is not a separate managed investment scheme.