Macquarie Asset Strategy Fund Class Y (WASYX)

Overview

The fund is designed with the objective of achieving a diversified investment approach by spreading its assets across various asset classes with differing correlation rates globally. Its main strategy revolves around investing in global equity securities, which its investment manager believes have the potential to outperform the fund's benchmark index, the MSCI ACWI Index. This expectation is based on projections over a full market cycle, excluding the costs associated with the fund's expenses. By diversifying its investment across different asset classes, the fund aims to maximize returns while mitigating risks associated with market volatility.

Products and Services

• Global Equity Securities Investment

  The fund invests a significant portion of its assets in global equity securities. The investment manager selects these securities based on their potential to outperform the MSCI ACWI Index over a full market cycle. This approach aims to leverage the growth potential of global markets, enabling investors to benefit from international diversification and potential higher returns compared to domestic markets alone.

• Asset Allocation among Diverse Asset Classes

  Understanding the importance of diversification, the fund allocates its assets among different asset classes with varying degrees of correlation across the globe. This strategy is designed to spread out risk and capitalize on the strengths of different markets and asset types. By doing so, the fund seeks to enhance its overall performance and diminish the impact of market downturns on its portfolio.