Product disclosure statements and application forms

Product Disclosure Statements (PDSs), the Information Booklet and the application form can be accessed below. Information in a PDS and the Information Booklet may change from time to time. Where information that changes is not materially adverse to investors, we may update this information by updating the relevant document or by publishing an update on the continuous disclosure page. Contact us to obtain a paper copy of the updated information free of charge.

Access copies of continuous disclosure notices.

Direct investors – Applicable for non-advised investors (excluding wholesale clients as defined in section 761G of the Corporations Act)

As part of the design and distribution arrangements of Macquarie Investment Management Australia Limited, you are required to answer the following questions to help determine if you are likely to be within the target market for any of the Funds based on your responses. The Funds available will be based on the answers you select. You are required to download and attach a copy of your selections and list of available Funds, which should include the relevant Fund that you are wishing to invest in, with your application form.

This is general information only and does not take into account the investment objectives, financial situation or needs of any person, and does not constitute personal advice.

This page does not form part of the PDS for any of the Funds and is not a summary of the features or terms of the Funds. It should not be relied upon in determining whether to invest in a Fund. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the relevant Fund’s PDS.

This information has been prepared by the issuer or model manager of the relevant funds or managed account portfolios. For Funds: Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321 or Macquarie Specialist Investment Management Limited (ABN 84 086 438 995 AFSL 229916). For managed portfolios: Macquarie Investment Management Global Limited (ABN 90 086 159 060 AFSL 237843). This information is general information only and does not take account of the investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in any of the funds or managed portfolios. In deciding whether to acquire or continue to hold an investment, an investor should consider the relevant offer document. The latest version of Fund offer documents and Target Market Determination for the Funds (if applicable) are available on our website or by contacting us. For managed portfolios, contact your managed account provider for the offer document. This information is intended for recipients in Australia only.