Commonwealth Bank Capital Series Australia

Capital Series Australia
A Capital protected product achieving capital growth based on the price performance of the ASX 200 Index.
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 Featured in our November 2008 Investment Newsletter
Offer opens 27th October 2008
Offer closes Soft close is 5th December 2008 (applications accepted with Wealth Focus up until the 12th December)
Maturity Date 24th June 2014 (5.5 years)
Product Disclosure Statement
Application/PDS
 
Capital Series Australia provides investors with the opportunity to gain exposure to the performance of the 200 largest listed Australian companies (ASX 200), with the ability to borrow 100% of the investment amount and protect 100% of the initial investment amount at Maturity.

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 Index. The index is made up of 200 of the largest listed Australian companies by market capitalisation.

Protection of capital is in-built to provide you with 100% capital protection1 at maturity.

The opportunity to borrow 100% of the investment amount. Capital Series Australia can be funded with:

  • Capital Investment Loan2
  • Interest in Advance Loan2
  • Available to SMSFs - SMSFs can invest in this product but are not able to take advantage of the investment loan facility.

    The historical performance of the All Ordinaries Index since 1983 and the S&P/ASX 200 Index since 1992 can be seen below

    ASX Performance

    Further information on the benefits, risks and costs of investing in Capital Series Australia 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.
    2 The Capital Investment Loan and Interest in Advance Loan are not available to superannuation funds.

     

    What do we get paid

    Wealth Focus will rebate 2% commission (100%) on investments into Capital Series Australia (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.

     
    Capital Series Australia