Credit Suisse Performance Plus Series (1.5% Rebate)

Credit Suisse - Performance Plus Series
Capital protection of up to 121% of the investment amount and a volatility feature potentially enhancing returns and reducing downside risk.
 Credit Suisse
Rebate Offer 1.5% (75% rebate of initial commission), 0.75% if no investment loan
Minimum Initial Investment $20,000
Capital Protection Structure Bond + Call (view our guide to capital protection)
Offer closes March 2009
Maturity Date Class A&B - 5 years, Class C - 7 years
Product Disclosure Statement
Application/PDS
 
Credit Suisse Performance Plus Series provides investors with the opportunity to gain capital protected exposure to the performance of a portfolio of Australian equities, a portfolio of Australian resource and China stocks, or the S&P ASX 200 Index.

Strategy

Underlying Portfolio

Capital Protection level

Investment Term

Coupon payments

A

Australian Equities Portfolio

100%

5 years

50% of growth over 5% is distributed as income each year

B

Australian Resources & China Portfolio

100%

5 years

50% of growth over 5% is distributed as income each year

C

S&P/ASX 200 Index

121%

7 years

50% of growth over 5% is distributed as income each year. Plus 3% pa is automatically paid and rolled up to provide 121% at the end of term

 

Key features and benefits

Capital growth potential - You have the potential to receive capital growth based on the price performance of a portfolio of Australian equities, a combined portfolio of Australian resource equities and the Hang Seng China Enterprise Index, or the S&P/ASX 200 Index.

Potential for accelerated growth - Investment exposure of up to 150% (dependent upon the volatility risk reduction feature).

Capital Protection - Class C provides investors with the added guarantee of a further 21% at the end of the term.

The opportunity to borrow up to 121% of the investment amount - You can borrow to invest in Credit Suisse Performance Plus Series. (100% Class A&B, 121% Class C)

Unlock existing cash locked CPPI investments - Class C units allow investors the opportunity to borrow an additional 21% of the investment amount that can be used to pay back penalties in existing cash locked CPPI structures.

Volatility Risk Reduction Strategy - During periods of positive returns, volatility tends to be low
and stable, during periods of negative returns, volatility tends to be high as investors shy away from risk. Credit Suisse's volatility overlay reduces and increases exposure to the underlying investments (between 25% and 150%) as volatility falls and rises, potentially enhancing returns and reducing downside risk.

 

What do we get paid

Wealth Focus will rebate 1.5% commission (75%) on investments into Performance Plus Series (0.75% 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. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.