Systematic (or quantitative) investing is a disciplined, science-driven approach that combines mathematics, behavioural science, finance and economics into a rigorous, repeatable model with the aim of delivering consistent above index returns.
The Macquarie Systematic Investments process analyses vast amounts of data – the same data fundamental style managers use – plus a whole lot more. Over three decades, the model has created over 1,000 signals using those data points. Those signals are then continuously updated and utilised to construct a fine-tuned portfolio of companies with potential opportunities for outperformance.
Macquarie’s systematic investment team processes…
100 m+
27000+
1000+
The team behind the machine
In these short videos, Head of Macquarie Systematic Investments, Benjamin Leung, explains;
Building blocks for outperformance:
The value of a systematic investment model is the combination of vast amounts of data and signals that can lead to outperformance.
Designed to be portfolio building blocks and offer an enhanced outcome for investors by aiming for consistent active returns above the benchmark.
Macquarie Core Australian Equity Active ETF (ASX:MQAE)
Macquarie Core Global Equity Active ETF (ASX:MQEG)
Global equity core portfolio of 200 – 500 systematically selected global shares
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 or long term). The risks of investing in the Macquarie Core Australian Equity Active ETF and the Macquarie Core Global Equity Active ETF include:
Investment risk: The Funds seeks to generate higher income returns than traditional cash investments. The risk of an investment in these Funds is higher than an investment in a typical bank account or term deposit. 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: The investments that the Funds have 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 Funds.
Manager risk: There is no guarantee that the Funds will achieve their performance objectives, produce returns that are positive, or compare favourably against their 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 Funds are contained in the Product Disclosure Statements, which should be considered before deciding to invest in the Funds.
Important information
The Macquarie Core Australian Equity Active ETF and the Macquarie Core Global Equity Active ETF are 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.