Man OMIP 3AHL (4% Rebate Offer)

Man OM-IP 3AHL
Seek out returns from rising and falling trends in over 170 international markets with the security of a capital guarantee. CLOSED
 Man OMIP 3AHL
Rebate Offer 4% (100% rebate of initial commission)
Minimum Initial Investment $5,000
Capital Protection Structure Bond + Call (view our guide to capital protection)
Featured Investment The OMIP investment structure was featured in our capital protected features in the November 2008 and June 2009 Investment Newsletters and the managed futures feature in February 2009.
Offer closes 20th November 2009 (NOW CLOSED)
Maturity Date 31st December 2019 (10 years)
Prospectus
Man OM-IP 3AHL Application form
Man OM-IP 3AHL provides investors with exposure to the AHL Diversified Program, an established investment strategy that has generated returns in both a rising and falling markets, coupled with a capital guarantee from Westpac+.

AHL Diversified Program during the seven largest drawdowns

Key features and benefits

The AHL Diversified Program has over 18 years history, achieving a compound annual return of 16%^ since inception. OMIP 3AHL seeks to provide investors with the following benefits:

Performance: aims to generate medium to long term capital growth* in both rising and falling markets.

Security: the Westpac Guarantee+.

Diversification: low correlation with the performance of investments in stocks, property and bonds^.
 

Man OM-IP 3AHL Investment Strategy

The Global Financial Crisis has seen many major economies enter into recession. Man OM-IP 3AHL will provide exposure to the AHL Diversified Program an investment strategy that has a history of performing in both a rising and falling market.

Alternative investments such as the AHL Diversified Program with an established track record of generating returns in a variety of market conditions allows investors to diversify a traditional investment portfolio to potentially provide investment returns in a falling market.

A systematic computer driven investment, the AHL Diverisifed Program, seeks out trends in over 170 international markets, 24 hours a day across a wide range of sectors including stocks, bonds, currencies, interest rates, energies, metals, credit and agricultural sectors.

 

Past performance of the AHL Diversified Program vs Australian and global stock indices
December 1990 to July 2009^
AHL Diversified Program vs Australian and global share markets

Source Page 8 of the Prospectus.
The chart is expressed in log scale to uniformly illustrate percentage changes each month. It shows an index of the performance of the AHL Diversified Program and are the actual trading results for Athena Guaranteed Futures Limited, Man Investments’ longest running AHL capital guaranteed fund. The figures have been adjusted to reflect the current fee structure from December 1990 to July 2009. It is not designed to predict the future performance of the AHL Diversified Program or Man OM-IP 3AHL Limited. Performance figures are calculated net of all fees as at 31 July 2009. Past performance is not a reliable indicator of future performance. Performance figures are calculated net of all fees as at 31 July 2009

^ Past performance is not a reliable indicator of future performance. Performance figures are calculated net of all fees as at 31 July 2009.

* The aim to generate medium to long term capital growth is based on the past performance of the AHL Diversified Program (see Section 2 of the Prospectus). Past performance is not a reliable indicator of future performance.

+ Subject to the terms of the Westpac Guarantee as described in Section 5 and set out in Appendix A of the Prospectus. Investors should consider the key risks set out in Section 4 of the Prospectus under the headings 'Westpac Guarantee' and 'Early redemption'.

The Prospectus has been lodged with the Australian Securities & Investments Commission. Offers of Shares will be made in the Prospectus issued by Man OM-IP 3AHL Limited dated 19 August 2009. Terms capitalised and used on this website have the same meaning as in the Prospectus. Man OM-IP 3AHL Limited is a new company with no actual trading history.

Terms capitalised and used on this website have the same meaning as in the Prospectus. This information has been prepared without taking into account anyone’s objectives, financial situation or needs so before acting on it consider its appropriateness to your circumstances. Persons considering investing in the Shares should carefully read all of the Prospectus before making an investment decision. Man OM-IP 3AHL Limited is a new company with no actual trading history. US Persons are not eligible to subscribe for Shares pursuant to the Prospectus

The Shares are not deposits or other liabilities of Westpac or its subsidiaries and neither Westpac, its subsidiaries, the Man Group nor the Directors guarantees the performance of the Company. Neither the Company nor the Man Group is a member of the Westpac group. Investment in the Shares is subject to investment risk, including possible delays in payment and, except as provided in the Westpac Guarantee, loss of income and principal invested. Westpac does not in any way stand behind the capital value or performance of the Shares orthe investments made by the Company, except as provided in the Westpac Guarantee.
Rebate Offer 4% (100% rebate of initial charge)
Minimum Initial Investment $5,000
Offer closes 20th November 2009
Maturity Date 31st December 2019 (10 years)
Prospectus
Man OM-IP 3AHL Application form
Early redemption fee 2% of the Net Asset Value per share for shares sold or redeemed prior to 31 December 2012. Nil thereafter

What do we get paid

Wealth Focus will rebate 100% of the 4% sales commission by cheque. Wealth Focus may also receive a trailing commission of up to 0.5% pa from year 2. This trailing commission is paid by the product provider and is NOT an additional charge to the investor.

 
OMIP 3 AHL

Investment Prospectus & Key Documents

 

Other materials

 

Past performance

AHL Performance
OMIP 3AHL Prospectus
Capital Guarantee by Westpac