Australian Shares Bond

Australian Shares Bond at a Glance

This section provides a summary of the key features of the Bond. We recommend that you read the entire Product Disclosure Statement (PDS) before deciding to invest. Should you choose to proceed with investing in the Australian Shares Bond, please complete the application form included in the PDS.

Investment Bond Australian Shares Bond
Bond Type Unit-linked Bond with growth and income returns reflected in unit prices
Investment Objective and Strategy^^ To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares. To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
Capital Guarantee No, unit-linked
Risk Rating High
Asset Allocation**

Bench Mark Range

Sector Specific Fund^
Asset Class Minimum % Maximum %
Australian Shares 85 100 Russell Australian Shares Tracker Fund
Cash 0 15 Macquarie Treasury Fund
 
Fund Managers^  MacquarieRussell Investments

Australian Shares Asset Allocation

For information about this bonds asset allocations, please download a copy of Australian Shares Bond Investor Update.

Australian Shares Bond Size

For information about the bonds size, please download a copy of Australian Shares Bond Investor Update.

Australian Shares Bond Unit Price

Unit prices for the Australian Shares Bond can be found by clicking here.

Australian Shares Bond Downloads

To download a copy of the latest Product Disclosure Statement and or the latest Investor Update for this bond, please click on the link below.

Flexible Investment Bonds PDS

Flexible Investment Bonds Supplementary PDS

Australian Shares Bond Investor Update 

To be able to view these documents you will need to have Adobe Acrobat. To receive your free copy of Adobe Acrobat reader click here.

^ Russell Investment Management Ltd (AFSL 247185) is the responsible entity and manager of the Russell Australian Shares Tracker Fund. Macquarie Investment Management Limited (AFSL 237492) is the manager and responsible entity of the Macquarie Treasury Fund. We may add or remove investment managers or change the underlying funds without prior notice to you.
^^ We and/or the underlying investment managers may use derivatives for hedging purposes and/or to implement the Bond’s investment strategy. We and/or the underlying investment managers will not use derivatives for gearing purposes or speculative activities.
** Asset allocations and benchmarks may be altered without prior written notice to you when the change does not alter the risk profile of the Bond.

 

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