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Macquarie WP-Macquarie Income Plus

Ranked 23 out of 72 in - Australian Dollar over 12 months
All calculations are in AUD unless stated

Objective

The Fund aims to outperform the UBS Australian Bank Bill Index (Index) over the medium term (before fees) by using an active credit based investment strategy. The Macquarie Income Plus Fund is designed for investors with a strategic allocation to cash seeking to maximise longer term returns by investing in a full range of credit based securities. It primarily invests in a carefully selected and diverse range of fixed and floating rate nongovernment and structured securities with the aim of enhancing returns above the returns normally associated with core defensive assets.

Performance

Australian Dollar over : 30/04/2017 - 30/04/2018
  • Rank 23/72 Total Return
  • Rank 24/72 Standard Deviation
  • Rank 26/72 Max Drawdown
Fund Name Currency Risk
22 PE Capital Y (Ordinary) AUD

1.0

23 AU Inv Strategic Fixed Interest-Wholesale Units AUD

1.0

24 Macquarie WP-Macquarie Income Plus AUD

1.1

25 Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

1.1

26 The Trust Company Bond AUD

1.1

Fund Name Currency Loss
24 Altius Sustainable Bond AUD

-0.3%

25 Perpetual Select Invest-Fixed Income AUD

-0.3%

26 Macquarie WP-Macquarie Income Plus AUD

-0.4%

27 Franklin Australian Absolute Return Bond Class W

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.5%

28 Experts' Choice Diversified Interest Income AUD

-0.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 5.0% 1.6% 1.5% 1.2% 0.6%
2016 3.8% -0.2% 1.5% 2.0% 0.4%
2015 1.2% 1.0% 0.4% -1.2% 0.9%
2014 3.6% 1.5% 1.1% 0.7% 0.3%
2013 4.7% 1.7% 0.5% 1.0% 1.3%
2012 8.5% 2.5% 0.4% 2.8% 2.6%
2011 3.8% 2.3% 1.1% -0.7% 1.1%
2010 8.6% 2.4% 1.1% 2.4% 2.5%
2009 9.5% -1.1% 3.5% 4.6% 2.3%
2008 0.3% 0.8% 1.7% -2.1% -0.1%
2007 5.0% 1.6% 1.6% 1.1% 0.7%
2006 6.2% 1.5% 1.4% 1.5% 1.7%
2005 6.5% 1.6% 1.5% 1.6% 1.6%
2004 1.6% 1.6% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date18/01/2004
  • Share Class size445Mn
  • Base currencyAUD
  • ISIN AU60MAQ03242

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.31%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).