Instreet Investment

INstreet Link Series XIX - XXI

(Rebate offer)
Access a $100k investment in the S&P ASX 200 from $14,900
or the S&P Asia 50 Index from $23,500
Rebate Offer 0.5% of notitional investment amount (25% rebate of initial commission)
Minimum Initial Investment $3,725 ASX 200 Index or $5,875 Asia 50 Index
(to provide a $25,000 notional exposure)
Offer closes 30th September 2010
Investment Term 2 or 3 year term
Applications
Investment Application/PDS
INstreet Link Series XIX - XXI provides investors with the opportunity to access a $100,000 exposure in the ASX 200 or Asia 50 indices from only $14,900.

Strategy

Underlying Portfolio

Term

Participation rate

Cost of $100k exposure

XIX

S&P ASX 200 Index

2 years

100% participation (capped at 27%-28.5%)

$14,900

XX

S&P ASX 200 Index

3 years

100% participation (capped at 45%-47%)

$19,900

XXI

S&P Asia 50 Index

3 years

100% participation (capped at 45%-50%)

$23,500

 

Key features and benefits

Access upside growth of the Australian or Asian markets - The INstreet Link Series offers an investor the opportunity to access the potential upside growth of the Australian or Asian stock market (subject to a Cap).

Leveraged Exposure - By investing in INstreet Link Series, investors are able to access $100,000 notional exposure to the price growth of the ASX 200 or Asia 50 Indices for an initial investment of $14,900 - $23,500 (dependent on option chosen).

One off up-front payment - The Link Series provides exposure to the Australian stock market (or Asian markets) for a fraction of the cost of the Notional Exposure of the investment. An investor’s potential financial loss is limited to their initial investment.

No risk of margin calls - The nature of the INstreet Link Series means that investors are not exposed to falls in the market. Risk is limited to the initial cost of entry ($14,900 - $23,500) without risk of ongoing interest payments or margin calls.

SMSFs - This product is also available for SMSF investors

 

What do we get paid

Wealth Focus will rebate 25% of the 2% sales commission in the form of a cheque (0.50%). 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.

 
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