For financial advisers and professional investors only – not for distribution to retail investors.
October 13, 2023
Macquarie Asset Management - 2023 Zenith Fund Awards
We are thrilled to announce that Macquarie Asset Management have won in multiple categories at the annual Zenith Fund Awards, held in Sydney on Friday, 13 October. This year marked the 3rd consecutive year we have been acknowledged in the awards.
The annual awards recognise excellence in funds management across major asset classes and disciplines and aim to raise the standard of funds management in the industry for the ultimate benefit of investors. Each award is based on long-term factors derived from Zenith’s extensive research and due diligence of fund managers. Read more about the methodology and judging process here.
Macquarie Asset Management was named winner of the below categories:
Infrastructure: Macquarie International Infrastructure Securities Fund
Global and Diversified Fixed Interest: Macquarie Dynamic Bond Fund
You can view a full list of the 2023 Zenith Fund Awards finalists and winners here.
The awards presented herein were received in October 2023 and are the opinion of Zenith Partners and not of Macquarie. No such person creating the ranking is affiliated with Macquarie. More details are available on request. There can be no assurance that other providers or surveys would reach the same conclusions as the ranking or award being advertised.
The Macquarie International Infrastructure Securities Fund is designed for consumers who:
- are seeking capital growth and regular income
- are intending to use the Fund as a minor allocation 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.
Important information: 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 Zenith Fund Awards were issued on 13 October 2023 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
The Fund(s) mentioned above may have multiple classes of units on issue. A separate class of units is not a separate managed investment scheme.
This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund(s) referred to above. This is general information only and does not take account of investment objectives, financial situation or needs of any person and before acting on this information, you should consider whether this information is appropriate for you. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the product disclosure statement for the relevant class of units in a Fund, if any, and the Website Disclosure Information available at macquarie.com/mam or by contacting us on 1800 814 523.
Nothing in this document constitutes a recommendation to buy, sell or hold any financial product, security or instrument.
Future results are impossible to predict. This document contains opinions, conclusions, estimates and other forward-looking statements which are, by their very nature, subject to various risks and uncertainties. Actual events or results may differ materially, positively or negatively, from those reflected or contemplated in such forward-looking statements.
Past performance information shown herein, is not a reliable indicator of future performance. No representation or warranty, express or implied, is made as to the suitability, accuracy, currency or completeness of the information, opinions and conclusions contained in this document. In preparing this document, reliance has been placed, without independent verification, on the accuracy and completeness of information available from external sources. To the maximum extent permitted by law, no member of the Macquarie Group nor its directors, employees or agents accept any liability for any loss arising from the use of this document, its contents or otherwise arising in connection with it.