Take steps to build wealth
Want to make sure your portfolio is diversified? You can select any Macquarie Fund and open an account according to the investing guidelines below.
|
Type of account
|
Minimum initial purchase
|
|
Mutual fund
|
$1,000.00
|
|
Uniform Gift/Transfer to Minors Act
|
$250.00
|
|
IRAs
|
$250.00
|
|
Automatic investment plans
|
$250.00
|
You can purchase additional fund shares at any time, however, there are minimum and maximum purchase requirements.
|
Type of account
|
Minimum subsequent purchase
|
|
Mutual fund
|
$100.00
|
|
Uniform Gift/Transfer to Minors Act
|
$25.00
|
|
IRAs
|
$25.00
|
|
Automatic investment plans
|
$25.00
|
|
Type of account
|
Maximum investment for
initial and subsequent purchases*
|
Class shares
|
|
Any mutual fund
|
$1,000,000
|
C
|
Account forms
All Macquarie Funds account forms are accessible by:
-
Downloading the forms from our website here.
-
Contacting our shareholder service center at 800 523-1918.
Return the form to the address provided on the form itself.
Opening a new account
Interested in opening a new mutual fund account? Simply complete a New account registration form.
Individual Retirement Accounts (IRAs)
Complete an Individual Retirement Account Registration form if you would like to:
-
Open a Traditional or Roth IRA.
-
Convert a Traditional IRA to a Roth IRA.
-
Make a direct rollover from a retirement plan to an IRA.
-
Transfer or consolidate your existing IRAs with Macquarie Funds.
Adding account features and services
Complete an Account services form to add or change account features that allow you to:
-
Set up automatic contributions to your account.
-
Reduce sales charges.
-
Select payment method for dividends and capital gain distributions.
-
Make systematic withdrawals.
-
Transfer funds directly from your bank account.
*An investor may exceed maximum purchase limitations by making cumulative purchases over a period of time. In doing so, an investor should keep in mind that reduced front-end sales charges are available on investments of $100,000 or more in Class A shares, and that Class A shares: (i) are subject to lower annual 12b-1 Plan expenses than Class C shares and; (ii) generally are not subject to a contingent deferred sales charge. For retirement plans, the maximum purchase limitations apply only to the initial purchase of Class C shares by the plan.