MFS Premium Income Fund
The objective of the Fund is to provide investors with the opportunity to invest short to medium term in a range of income producing investments selected for their ability to provide both protection of capital and consistent returns.
You can invest in the Fund for a fixed term of 6, 9, 12 or 24 months for a range of target rates of return.
The Fund may be suitable if you are seeking:
- monthly Income stream;
- a specific period for which to invest - with choice over the actual length of your investment term;
- a diversified pool of income producing assets in which to invest; and
- the ability to add to your investment through an Investment Plan or by reinvesting distributions.
InvestSMART will rebate 100% of the 1% sales commission as additional units in the fund. This means that for a $10,000 investment, you would receive 10,100 units.
Click here for more information and to request a Product Disclosure Statement.
Macquarie Managed Fund Instalments
Macquarie MFIs enable you to accelerate your potential investment returns by gearing your exposure to managed funds, without some of the risks associated with traditional forms of gearing, such as margin calls and an obligation to repay the loan. They are based on the same principles as warrants over ASX listed shares.
Macquarie MFIs allow you to invest in a managed fund in two payments; an initial first payment upfront and an optional second payment at a later date - up to 5 years. By paying a fraction of the managed fund price upfront you are able to leverage your exposure to the underlying managed fund and potentially enhance your investment returns.
One of the available funds, the AXA Wholesale Global Equity Value Fund, has been recognised by industry experts for its quality, with its manager awarded fund manager of the year for 2006^.
The AXA Wholesale Global Equity Value fund invests in international shares chosen for their potential to provide strong capital growth. It provides investors with a diversified portfolio of well-known international companies like Citigroup, Toyota and Proctor & Gamble.
Click here for more information and to download a PDS.