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New to mFund: Arrowstreet Global Equity Fund, IFP Global Franchise Fund and Walter Scott Global Equity Fund

New to mFund
mFund
1 July 2019

Invest in the funds via mFund codes: MPS02, MPS03, MPS04

Macquarie Professional Series is pleased to bring investors access to three new global equity mFunds: the Arrowstreet Global Equity Fund, the IFP Global Franchise Fund and the Walter Scott Global Equity Fund.

ASX Code Macquarie Professional Series mFund
MPS02 Arrowstreet Global Equity Fund
MPS03 IFP Global Franchise Fund
MPS04 Walter Scott Global Equity Fund

Macquarie Professional Series – enabling local access to global specialists

These three global equity funds are proudly brought to you by Macquarie Professional Series. We search the world to uncover differentiated investment solutions, enabling local investors to access strategies from world-class fund managers. We leverage our insights into the local investment landscape, seeking to anticipate investment needs and identify relevant opportunities currently overlooked in the market.

Snapshot of the new Macquarie Professional Series global equity mFunds

Arrowstreet Global Equity Fund (ASX: MPS02)

Arrowstreet employs a signature investment approach combining the investment intuition of their experienced team with rigorous quantitative research. One of Arrowstreet’s competitive strengths is its understanding of the information that drives stock prices. This includes information about the company itself, related companies such as those in the same sector or country, or more subtle relationships such as companies that share common customers or suppliers.

Arrowstreet uses quantitative methods to achieve a core benchmark-aware portfolio. This allows their investment insights to be applied across a broad universe of stocks in a consistent and timely fashion.

The Fund seeks to outperform the benchmark, irrespective of market conditions.

For more information, visit our website or go to the Fund Information page.

Investment objective: The Arrowstreet Global Equity Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI All Country World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).

IFP Global Franchise Fund (ASX: MPS03)

The IFP Global Franchise Fund provides investors with concentrated exposure to some of the world’s leading international companies. IFP selects companies they believe have strong franchises. These companies can have sustainable advantages over their competitors as dominant intangible assets such as a brand, patent, licence, intellectual property or network effect, can be difficult to replicate. Built over many years, the strength of these intangible assets can create real business benefits, including customer loyalty and pricing power. In addition, IFP selects companies using an absolute value bias to avoid overpaying for high quality.

The Fund seeks to deliver attractive long-term returns with less absolute volatility than the Benchmark.

For more information, visit our website or go to the Fund Information page.

Investment objective: The IFP Global Franchise Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged, with net dividends reinvested (Benchmark).

Walter Scott Global Equity Fund (ASX: MPS04)

Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long-term. Seeking a portfolio of high quality, strong growth global companies, the team focus on identifying those that are profitable, have a sound ability to generate cash, have strong balance sheets, and robust governance structures.

As bottom-up, fundamental stock pickers, original research is at the heart of Walter Scott’s investment process. This research combined with detailed financial analysis, provides the platform for the team to form a first-hand view of a company’s potential for long-term success.

The Fund seeks to deliver attractive long-term returns with less absolute volatility than the Benchmark.

For more information, visit our website or go to the Fund Information page.

Investment objective: The Walter Scott Global Equity Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).


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 Funds referred to above. This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in the Funds. In deciding whether to acquire or continue to hold an investment in the Funds, an investor should consider the Fund’s product disclosure statement. The product disclosure statement is available on our website at macquarie.com.au/pds or by contacting us on 1800 814 523. Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise. This document has been prepared by Macquarie and has not been independently verified by Walter Scott, Arrowstreet or IFP. Walter Scott, Arrowstreet and IFP make no representation or warranty as to its accuracy or completeness and accepts no liability for any inaccuracy or omission.