MQ Gateway Trust (“MQ Gateway”) offers investors a new way to connect to global markets, with a menu of highly innovative and hard to access investment exposures with capital protection. MQ Gateway is designed to provide innovative investment ideas, deliver potential growth in the medium term and provide capital protection in 3.5 years.

 

Investment Options

There are five investment options to choose from, and investors can choose to invest in one, or as many options as they like. Within each investment option investors can choose from two exposure levels.

 

 

 

 

Capital Protection
MQ Gateway is Capital Protected to a choice of Protection Levels (90% or 100%) on the Capital Protection+ Date in approximately 3.5 years. Investors can potentially accelerate their investment exposure by up to 170%# by choosing to protect their investment at 90%.

By selecting this option, investors take on some capital risk in return for an enhanced investment exposure.

Loan Option
Approved applicants can borrow up to the full protected investment amount from Macquarie Bank using one of two loan structures. Investors also have the option to prepay interest for up to 12 months with potential tax benefits. Indicative interest rates start at 9.20%+

Quarterly Lock-In
Macquarie Gateway has a floored average mechanism which locks in a proportion^ of the growth since inception of the underlying asset on a quarterly basis over the investment term. This will reduce your exposure to unexpected market corrections close to the Capital Protection Date. The lock-in also protects you from negative performance of the underlying asset by removing any falls below its initial value so that once gains are locked in they cannot be given back**.
 

 

 

Investment Features

1.0% Fee saving

Capital protection at maturity (3.5 years)

Closes 18th April 2008

Monthly redemptions

Minimum investment of $20,000

100% finance available for investments ($100,000 minimum loan)

 

Fees, Charges and Commissions

Normally there is a 1.0% entry fee on this investment that would be paid as commission. If lodged using our service this entry fee will be completely waived providing you with a 1.0% fee saving. A trail commission is payable on the investment of 0.25% per annum but is not payable until the second year of the investment (this is also paid on the loan if established).

 

100% finance is available for this investment through Macquarie Bank

Macquarie Bank will permit you to invest in this fund with no upfront capital, Macquarie will provide 100% loan against your investment and your only commitment is the interest payments on the investment loan.

no margin calls

various interest rate options including variable and fixed loans, paid monthly in arrears or annually in advance

available for individual, joint, company or trust applicants

no establishment fees

potential for tax deductions on loan interest

minimum loan amount $100,000

 

 

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

 

*Capital Protection is provided to the MQ Gateway Trust and not to each individual investor. Capital Protection applies only on the Capital Protection Date (specified in the PDS) and is subject to the terms and conditions of the Product Disclosure Statement (“PDS”), and in particular will not apply in the case of an Early Maturity of the trust’s investments. For full details (including risks), investors should refer to relevant sections of the PDS.

** If Units are held until the capital protection date.

^# Indicative Participation Rate. Participation Rate ranges will differ between classes and are outlined in the PDS available from MPML at www.macquarie.com.au/mqgateway. Final Participation Rates will be set on the Unit Issue Date. Exposure is to the floored quarterly averaged growth over the investment term.

 

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.