CBA - Capital Series OzAsia
A Capital protected product achieving capital growth based on the price performance of the Gold, Australian, Chinese, Taiwanese and Korean equity indices with a potential for income.
 Commonwealth Bank
Rebate Offer 2% (100% rebate of initial commission), 1% if no investment loan
Minimum Initial Investment $10,000 (also $10,000 if using the investment loan to pay for contribution)
Capital Protection Structure Bond + Call (view our guide to capital protection)
Featured Investment Capital Series 1 (a similar product) was featured in our November 2008 Investment Newsletter
Offer closes 25th March 2010
Maturity Date 5.5 years (7th October 2010)
Product Disclosure Statement
Application/PDS
 
Capital Series OzAsia provides investors with the opportunity to gain exposure to the performance of the S&P ASX200, a basket of 20 of the largest ASX listed shares or a portfolio of Asian indices and the ability to protect and borrow 100% of the investment amount.

Strategy

Underlying Portfolio

Capital Protection level

Potential for capital growth

Coupon payments

1

A basket of 20 of the largest ASX-listed shares

100%

100% participation (capped at 50%)

5% starting from year 1.5*

2

S&P/ASX 200 Index

100%

100% participation (capped at 100%)

3% starting from year 1.5*
(dependent on meeting targets)

3

HSCEI (33%)
TAIEX Index (33%)
KOSPI 200 Index (33%)

100%

100% participation (capped at 100%)

Nil

 

Key features and benefits

Capital growth potential You have the potential to receive capital growth based on the price performance of the S&P/ASX 200, a portfolio of 20 ASX listed shares or a portfolio of Asian Indices.

Strategy 1 offers capital growth potential up to a maximum of 50% above the Initial Reference Level, Strategy 2 & 3 offer capital growth potential of up to 100% above the initial reference level.

Capital Protection 1- Capital protection of 100% of the initial amount invested.

The opportunity to borrow 100% of the investment - allows investors to invest with no capital outlay other than interest costs (borrowing is not available for SMSFs.

Available to SMSFs - Capital Series OzAsia is available to Self Managed Super Funds.

Further information on the benefits, risks and costs of investing in Capital Series OzAsia can be found in Part 1 and Part 2 of the Product Disclosure Statement.

 

1 Capital protection will only apply at the Maturity Date and is subject to risks, limitations and conditions. Please refer to the PDS for more information.

 

What do we get paid

Wealth Focus will rebate 2% commission (100%) on investments into Capital Series OzAsia (1% where no loan is applied for) in the form of a cheque and may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.