Macquarie Flexi 100 (2% Rebate)

Macquarie Flexi 100
A capital protected investment in the Australian market or Asian equities funded with a limited recourse loan, and the flexibility to ‘walk away’ from the investment without incurring break costs
 Macquarie
Rebate Offer 1% (100% rebate of initial charge)
Minimum Initial Investment $25,000
Investment Term Class E (5.5 yrs), Class F & G (3 yrs)
Capital Protection Structure Bond + Call (view our guide to capital protection)
Offer closes 20th November 2009
Product Disclosure Statement
Application/PDS
 
Macquarie Flexi 100 provides investors with the opportunity to borrow to invest in the Australian market or Asian equities with the protection of a limited recourse loan available, and the flexibility to ‘walk away’ from the investment without incurring break costs.*

Strategy

Underlying Portfolio

Capital Protection level

Income

Growth

Term

E

S&P/ASX 200 Index

100%

Fixed 4% pa + 2% at end of term

Yes, 100% of gain above 22% and below approx 90%

5.5 yrs

F

S&P/ASX 200 Index

100%

Growth over each year distributed as income (capped at approx 17%)

No, growth distributed each year as income

3 yrs

G

MQ Asia Long Short Fund

100%

Growth over each year distributed as income (capped at approx 17%)

No, growth distributed each year as income

3 yrs

Key features and benefits

Access to investment growth of the S&P/ASX 200 or the MQ Asia Long Short Fund

Annual income payments fixed at 4%pa (class E) or equal to the growth received over the year (class F & G). Class E units may also receive a growth payment at the end of the term.

Borrow 100% of your investment allows you to invest with low initial capital outlay and no margin calls.

Flexibility to 'walk-away' from the investment and limited recourse investment loan without incurring additional costs including break costs.*

Protection of a limited recourse loan means investors will not be required to contribute more of their own money to pay back the investment loan.

 

What do we get paid

Wealth Focus will rebate the 2.0% commission (100%) of the investment loan 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.