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Welcome to Macquarie Investment Management Austria Kapitalanlage AG.

We would like to introduce you to the highlights of three selected investment strategies being appropriate for the current financial market environment and for 2018:


Macquarie Global Convertible Fund

Risk-controlled participation in the potential of shares.

The fund invests globally in convertibles with a focus on Europe and the USA. The selection of the bonds places particular emphasis on a sound analysis and good valuation of the issuers and profits are systematically generated with rising rates. Historically, convertible bonds have achieved very good results in an environment of rising returns and the current very low volatility level leads to attractive valuations of convertibles. In this fund currency risk is strategically hedged in EUR. With an annual performance of +7.60% in 2017 and top results in its peer group*, this fund is currently recommended for investors who value the advantage of an asymmetric risk profile against a direct investment in equities or bonds.

Details about the fund: Macquarie Global Convertible Fund I EUR.


Macquarie Global Multi Asset Absolute Return Fund

Profitable through active asset allocation, strong through integrated risk management.

With this strategy, the active asset allocation and the integrated risk management approach are aimed at achieving a balanced portfolio with absolute return orientation and a largely stable risk situation. The flexibility in the portfolio composition allows us to invest in the what we believe are the most promising asset classes and an ongoing adjustment to the financial market situation. The fund aims to achieve a medium-term profit of 2-3% p.a. above money market interest rate. The annual performance in 2017 was at +3.46%.

Details about the fund: Macquarie Global Multi Asset Absolute Return Fund I EUR.


Macquarie Sustainable Emerging Markets Local Currency Bond Fund

Sustainable investments with AAA quality in Emerging Markets.

This bond fund is managed according to a sustainability approach and invests in bonds of supranational issuers with a particularly good rating, which are issued in emerging market currencies. As a result, a significantly higher current interest rate can be achieved compared to other top credit ratings. At the same time, there is active risk due to exchange rate fluctuations compared to the euro.

Details about the fund: Macquarie Sustainable Emerging Markets LC Bond Fund.


We wish you all the best for 2018 and will always be at your disposal if you have any questions.

Past performance is not a reliable indicator of future results.
*Source: Morningstar


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© 2018 Macquarie Investment Management Austria Kapitalanlage AG ABN 46 008 583 542
Investments in the products described on this page are not deposits or other liabilities of Macquarie Bank Limited (ACN 008 583 542) or of any entity in the Macquarie Group. They are subject to investment risks, which include, inter alia, possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, Macquarie Investment Management Austria Kapitalanlage AG nor any other member of the Macquarie Group guarantee any particular rate of return or the performance of the investment products. Nor do they guarantee the repayment of capital from the investments. Macquarie Investment Management Austria Kapitalanlage AG is not an authorized deposit-institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). Obligations of Macquarie Investment Management Austria Kapitalanlage AG do not represent deposits or other liabilities of Macquarie Bank Limited (ABN 46 008 583 542). Macquarie Bank Limited does not guarantee or otherwise provide assurance with respect to the obligations of Macquarie Investment Management Austria Kapitalanlage AG. Value and yield of investment funds can increase or decrease. Past performance is not necessarily a correct indicator of future performance. Variable exchange rates can also effect the development of your investment. The risk assessments given are based on general experience and are not legally binding. This overview is not an offer to sell or a solicitation to buy a mutual fund. The prospectus of the referenced fund and the key investor disclosure document have been published in accordance with the Investment Fund Act of 2011. The fund prospectus and the key investor disclosure document as amended are available in German at the seat of the Investment Management Company ("Kapitalanlagegesellschaft"). Due to different calculation methodologies the calculated performance may deviate from the performance evidenced in the annual reports of these investment funds.