Colonial First State

Colonial First State - CapGT Aspect Series 1


A capital guaranteedinvestment that aims to seek out returns from
rising and falling trends in over 100 international markets.
Rebate Offer 2% (100% rebate of adviser fee)
Minimum Initial Investment $5,000
Capital Protection Structure Bond + Call (view our guide to capital protection)
Offer closes 29th October 2010
Maturity Date 10 years (4th November 2020)
Product Disclosure Statement
Application/PDS
Colonial First State CapGT Aspect Series 1 provides investors with exposure to the Aspect Diversified Program, aiming to generate returns in both rising and falling markets, and the added benefit of a capital guarantee from Commonwealth Bank+.

Performance Comparison (The value of $10,000 invested)
December 1989 to July 2010^
Performance comparison of Managed Futures vs bonds and equities

^ Past performance is not a reliable indicator of future performance. Performance to 31 July 2010.
Source: Colonial First State. Managed futures – CISDM CTA Asset Weighted Index (hedged to AUD). Global equities – MSCI World Net Index (in AUD). Global bonds – Citigroup World Government Bond Index ex Australia (AUD Hedged).

Key features and benefits

The Aspect Diversified Program has over 12 years history, and was founded Michael Adam & Martin Lueck, two of the three co-founders of AHL Limited (now owned by Man Investments), where they pioneered the application of systematic techniques to managed futures trading.

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

Security: the CBA Guarantee+.

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

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 100% of the 2.0% entry fee on investments into Colonial First State CapGT and may also receive a trailing commission of up to 0.50% pa of the value of the investment. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.