NAB

NAB Re-Strike

(Rebate offer)
An unlock solution for cash locked CPPI (Threshold Managed)
capital protected products.
Rebate Offer No entry fee
Minimum Initial Investment $16,000
Capital Protection Structure Bond + Call (view our guide to capital protection).
View our November newsletter on capital protected products.
Featured Investment March Newsletter 2010
Offer closes 23rd June 2010
Maturity Date Series 1 - 7 years (10th July 2017)
Series 2 - 6.5 years (10th January 2017)
Product Disclosure Statement
Application/PDS

NAB Re-Strike is a capital protected product with 125% capital protection, allowing investors with cash locked CPPI/Threshold Managed products to raise a further 25% and pay off their existing investment and re-partcipate in the sharemarket returns.

Strategy

Underlying Portfolio

Capital Protection level

Income

Investment Term

Series 1

Risk Stabilised SPI 200 Index Future Strategy

125%

fixed coupon of 2.86%pa used to pay down loan + (40% of gains - 5%)

7 years

Series 2

Risk Stabilised Aquantum Pegasus EL1 Strategy

125%

3.08%pa used to pay down loan + (40% of gains - 5%)

6.5 years

Key features and benefits

The opportunity to borrow 125% of the investment amount allows investors to raise an additional 25% that can be used to pay off cash locked capital protected investments, allowing investors to re-participate in sharemarket returns.

Investment Choice - Investors in NAB Re-Strike can opt to link investment returns to the ASX 200 using the Risk Stabilised SPI 200 Index Future Strategy (Series 1) or a trend seeking program that aims to provide returns in both rising and falling markets using the Risk Stabilised Aquantum Pegasus EL1 Strategy (Series 2).

125% Capital Protection - Capital security through the NAB guarantee if held to maturity. This ensures investors receive 125% of their initial investment at maturity thereby allowing investors to borrow an additional 25%.

 

What do we get paid

Wealth Focus will not charge a fee for entry into this investment. Wealth Focus may receive a trailing commission of up to 0.50% pa of the value of the investment loan. This commission is paid by the fund manager and is NOT an additional charge to the investor.