Portfolio Builder

Customise a strategic allocation while keeping the total intact.

Begin from a selected Macquarie base portfolio, adjust asset-class weights, and review the updated expected outcomes and historical stress impacts in real time.

Custom Builder

Start from a published Macquarie portfolio, then adjust sleeves while the mix stays normalised to 100% at every step.

Base Macquarie portfolioThe builder always begins from a published Macquarie mix. Any change to one sleeve proportionally adjusts the remaining sleeves so the total stays intact.

Current total remains fixed at 100%.

Choose a sleeve to begin adjusting the current portfolio mix.

Australian Equities

Base 15.0%No change

Listed Australian shares used as a core domestic growth exposure.

International Equities

Base 18.0%No change

Developed and global listed shares for broader regional diversification.

Private Equity

Base 4.0%No change

Illiquid company ownership accessed through private market structures.

Hedge Funds

Base 6.0%No change

Diversifying multi-strategy allocations intended to smooth broader outcomes.

Infrastructure

Base 8.0%No change

Long-dated real asset exposure across essential service assets.

Property

Base 6.0%No change

Listed or unlisted property exposure supporting income and diversification.

Private Credit

Base 8.0%No change

Private lending exposure intended to complement public bond markets.

Australian Fixed Income

Base 16.0%No change

Domestic bond exposure supporting capital stability and income.

International Fixed Income

Base 12.0%No change

Global bond exposure with currency hedging for a defensive ballast.

Short Duration & Cash

Base 7.0%No change

Liquid capital reserve for flexibility, funding needs, and lower volatility.

Current Total

100.0%

The portfolio mix remains fully invested at all times, including when an individual sleeve is set to zero.

Modelled From Current Assumptions

Base modelled return6.0%

Current modelled return6.0%

Base modelled risk6.5%

Current modelled risk6.5%

Current modelled CPI+3.4%

These are illustrative modelled outputs from the current Macquarie assumption set and should be used to frame the client conversation rather than as a forecast.

Illustrative Stress Outcomes

2000 Dot Com2000-2002

Base

+5.2%

Current

+5.2%

2008 GFC2008-2009

Base

-11.8%

Current

-11.8%

2020 PandemicQ1 2020

Base

-12.8%

Current

-12.8%

Current Allocation

The stacked bar updates in real time as the custom portfolio mix changes, while preserving the full 100% portfolio total. Builder outcomes are modelled from current assumptions rather than published portfolio metrics.

Portfolio mix100% total weight

Allocation

100%

Strategic portfolio mix

Australian Equities15.0%

International Equities18.0%

Private Equity4.0%

Hedge Funds6.0%

Infrastructure8.0%

Property6.0%

Private Credit8.0%

Australian Fixed Income16.0%

International Fixed Income12.0%

Short Duration & Cash7.0%