Alternatives by their very nature are different to the more traditional investments of equities and bonds. So we searched the world for those who did different the best, selecting the 3 strategies that combined diversify traditional Australian investment portfolios.
Seeking a smoother ride for investors, our new alternatives solution takes the stress away from achieving diversification, delivering one simple, efficient and transparent product.
Three global managers
in one simple Australian fund
Handpicked and managed
Designed to generate smoother long‑term returns, across market conditions
Go to Fund page for Fund facts, flyer, and PDS
What are alternatives?
The definition of alternatives can be quite broad, including infrastructure, private equity, and hedge funds. Macquarie Professional Series focuses on alternatives with:
Low correlation to
traditional asset classes
Attractive long term risk/reward characteristics
Diversify your portfolio
Number of years to recover from a fall in markets given an annual return of 7%
Relying on only a few markets to generate returns can create an overdependence within the portfolio. During periods of heightened volatility, portfolio returns can be susceptible to large falls. Here we show how long it can take to recover from a fall in markets.
Access to markets
Some markets accessible by alternatives
(Average calendar year return from 2000 to 2018 in US$)
Past performance is not a reliable indicator of future performance.
Alternatives can help investors access markets outside typical investments such as shares and bonds. This provides the opportunity to diversify and enhance traditional portfolios. They also have the ability to capitalise on rising and falling prices across various markets.
Research and due diligence
Macquarie Professional Series has researched and met over 200 alternative managers around the globe. We have selected the three we believe to be most impactful and conducted due diligence on each of them. These strategies have shown strong evidence of positive long-term returns that have attractive correlations i.e. they have behaved differently to equities and bonds.
A quality diversified alternatives solution
By combining three complementary strategies in one fund, the Macquarie Professional Series Global Alternatives Fund delivers an alternatives solution that seeks to complement a traditional portfolio (equities and bonds).
Designed specifically for Australian clients
||Macquarie Professional Series Global Alternatives Fund
||Typical fund of hedge funds
||Direct mandates with underlying managers*
||Macquarie has look-through to daily holdings
||No look through
||Simple fee structure
||Multiple fee layers
|Underlying fund domicile
||Australian unit trust
Over 10 years of participating in alternatives, we have listened to our clients and created a tailored product that enables simple access.
*Macquarie (as RE of the underlying funds) have direct mandates with each underlying manager.