Instreet Investment

INstreet Link ARC - Series 3

(Rebate offer)
Access a $100k investment for only $11,050 with the potential to produce returns in both rising and falling markets
Rebate Offer 0.75% of notitional investment amount (37% rebate of initial commission)
Minimum Initial Investment $2,950 (to provide a $25,000 notional exposure)
Offer closes 30th June 2010
Investment Term 2 years
Applications
Investment Application/PDS
INstreet Link ARC Series 3 provides investors with the opportunity to access a $100,000 exposure in a systematic investment program with only $11,800 investment. The investment program aims to seek out trends and provide returns from both rises and falls in commodites markets.

Key features and benefits

Leveraged Exposure - By investing in Instreet Link ARC Series 3 investors are able to gain leveraged exposure to the price growth potential of Risk Stablised Aquantum Pegasus EL1 Index. Accessing $100,000 notional exposure for an $11,800 initial investment.

The Aquantum Pegasus EL1 Index aims to deliver absolute returns with a low level of volatility. Based on an extensive 12-year empirical analysis by RBS, the Index has recorded positive returns every calendar year.

Systematic investment process - 100% systematic and relying solely on computer driven trading, the Aquantum Pegasus EL1 Index identifies trends and exploits inefficiencies in commodity markets around the world.

Strong Pedigree - Aquantum Algorithmic Limited is a specialist provider of absolute return strategies. Its principal, Thomas Morrow, has been developing algorithmic trading strategies since the late 1980's with companies such as Bankers Trust, Deutsche Bank and Winton Capital before creating Aquantum.

Annual payment of any gains - Gains are distributed at the end of each year, allowing investors to lock in their profit at the end of year 1 (or reset at a lower level in the event of a loss)

Low correlation with equity investments - It is widely accepted that due to the low correlation of returns with traditional equity portfolios, diversifying with a managed futures programs such as the Aquantum Pegasus Index can benefit investors overall performance.

2 bites at the cherry - Link ARC Series 3 resets the starting level at the end of year 1, allowing investors to receive a distribution of any gains or in the event of a loss, reset the 2nd year's starting point.

Past Performance

Aquantum Pegasus EL1 Index Perfrmance

Important Information
* The returns are based on the increase on the Risk Stabilised Aquantum Pegasus EL1 Strategy Index over the specified month. The simulated performance uses the historical values of the Risk Stabilised Aquantum Pegasus EL1 Strategy Index (USD) as published by Bloomberg. Investors should note that in calculating the simulated returns, they have been calculated based on back-testing using historical data of the Underlying Index from the period of 6 October 1997 until 1 April 2010. All fees, costs and charges of the Underlying Index have been taken into account when calculating the simulated returns. In addition, the simulation assumes that the Reference Index was not terminated by the Reference Index Calculation Agent and where there was a Market Disruption Event or other event which prevented the publishing of a Reference Index Value, the Issuer has used a level on the following Business Day.

 

What do we get paid

Wealth Focus will rebate 37.5% of the 2% sales commission in the form of a cheque (0.75%). Wealth Focus does not receive a trailing commission for this product. Initial commission is paid by the product provider and is NOT an additional charge to the investor.