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Man OM-IP 3AHL (4% Rebate Offer)
Closing 20th November |
 The last week has reiterated the need for investments that aim to provide investor returns in both a rising and falling market and provided a timely reminder of the value of capital protection.
Man Investments latest OM-IP product, OM-IP 3AHL combines their AHL investment fund with capital protection from Westpac and continues to be one of our favourite protected products on offer.
Wealth Focus is pleased to provide investors access to OM-IP 3AHL with a 4% rebate on their initial investment amount and participate in our annual trail commission rebates**.
Quick Links
- Key Facts
- Download/Order a prospectus
- Read our June feature on capital protection
- Guide to capital protection
- Capital Protected Product Comparison Tables
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| Providing Performance & Diversification with Security
The AHL Diversified Program commenced trading in 1990 and, over its 18 year history, has performed in a variety of market conditions. Over this period, the AHL Diversified Program, as represented by Athena Guaranteed Futures Limited, has generated a compound annual return of 16.0% since inception^.
The chart below shows the performance of Athena Guaranteed Futures Limited, Man Investments' longest running AHL capital guaranteed fund, since its inception in December 1990.
The seven largest drawdowns in the Australian stockmarket (December 1990 to July 2009^)
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Source Page 9 of the prospectus
Note The Australian stock market corrections are measured by the seven largest drawdowns in the S&P/ASX 300 (Accum.) Index between December 1990 and July 2009. Performance figures are for Athena Guaranteed Futures Limited, Man Investments’ longest running AHL capital guaranteed fund and are measured as the rise or fall in price during the periods of drawdown of the S&P/ASX 300 (Accum.) Index set out in the chart above. The periods selected are exceptional and these results do not reflect typical performance. As a consequence they give no indication of likely performance. Performance figures are calculated net of all fees as at 31 July 2009. Past performance is not a reliable indicator of future performance.
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| Video presentation of Man OM-IP 3AHL |
Investors may view the video via the link below:
www.maninvestments.com.au/manomip3ahl/video
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Key
features
- Investment rebate - investments made through Wealth Focus will receive a 4% rebate in the form of a cheque. Investors in Man OM-IP funds also benefit from our annual trail commission rebate service**.
- Performance - aims to generate medium to long term capital growth* in both rising and falling markets.
- Capital
protection - 100%
capital protected at maturity+
- Investment
Term - 10
years
- Minimum
Investment - $5,000
- Offer
period - 4
June to 20 November 2009
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Find
out more
If you would like further information on Man OM-IP 3AHL,
please click on the links below:
Alternatively,
if you wish to obtain hard copies or discuss this investment further,
please call us on 1300 559 869. |
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Best regards
Sulieman Ravell
Wealth Focus Pty Ltd
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What do we get paid?
Wealth Focus will rebate 4% commission (100% of the initial commission) on investments into OM-IP 3AHL in the form of a cheque and may also receive a trailing commission of up to 0.5% pa of the value of your investment at the end of year 2. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
Important Information
^ Past performance is not a reliable indicator of future performance. Performance figures are calculated net of all fees as at 31 July 2009.
* The aim to generate medium to long term capital growth is based on the past performance of the AHL Diversified Program (see Section 2 of the Prospectus). Past performance is not a reliable indicator of future performance.
+ Subject to the terms of the Westpac Guarantee as described in Section 5 and set out in Appendix A of the Prospectus. Investors should consider the key risks set out in Section 4 of the Prospectus under the headings 'Westpac Guarantee' and 'Early redemption'.
** Terms & conditions apply. |
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Contact Details P: 1300 55 98 69 | F: 1300 55 98 70
Office: Suite 7, 49-53 North Steyne, Manly NSW 2095 | Postal Address: PO Box 760, Manly, NSW 1655
Wealth Focus Pty Ltd ABN: 87 123 556 730 ( AFSL No: 314 872 )
© 2009 Wealth Focus Pty. Ltd. All rights reserved. |
Contact us Privacy Policy
Disclaimer: This email is issued by Wealth Focus Pty Ltd, *ABN 87 123 556 730, AFSL 314 872. This email, attachments and web links should not in any way be construed as providing securities advice or an endorsement or recommendation of any security or product. In sending you this email we have not taken into consideration your investment objectives or your investment needs and make no representation as to the suitability or otherwise of any product, or security, to you. Before making any investment decision or purchase, you should fully satisfy yourself as to the suitability of any security or product you are considering, to your own particular circumstances, and if necessary seek professional investment and tax advice. We recommend that you read our Financial Services Guide. |
The Prospectus has been lodged with the Australian Securities & Investments Commission and the New Zealand Companies Office. Offers of Shares will be made in the Prospectus issued by Man OM-IP 3AHL Limited dated 19 August 2009. Please also refer to the Identification Requirements document. Investors wishing to acquire Shares will need to complete the Application Form attached to the Prospectus. Please also refer to the Identification Requirements document. The offer of Shares in New Zealand is made pursuant to and in accordance with Part 5 of the Securities Act 1978 and the Securities (Mutual Recognition of Securities Offerings - Australia) Regulations 2008 (New Zealand). Investors receiving the Prospectus in New Zealand should read the 'New Zealand Shareholders: Warning Statement' in Section 12 of the Prospectus.
Terms capitalised and used in this email have the same meaning as in the Prospectus. This information has been prepared without taking into account anyone's objectives, financial situation or needs so before acting on it consider its appropriateness to your circumstances and seek advice from your licensed financial advisor. Persons considering investing in the Shares should carefully read all of the Prospectus before making an investment decision. Man OM-IP 3AHL Limited is a new company with no actual trading history. The minimum subscription is 5,000 Shares at A$1.00 each. US Persons are not eligible to subscribe for Shares pursuant to the Prospectus
The Shares are not deposits or other liabilities of Westpac or its subsidiaries and neither Westpac, its subsidiaries, the Man Group nor the Directors guarantees the performance of the Company. Neither the Company nor the Man Group is a member of the Westpac group. Investment in the Shares is subject to investment risk, including possible delays in payment and, except as provided in the Westpac Guarantee, loss of income and principal invested. Westpac does not in any way stand behind the capital value or performance of the Shares orthe investments made by the Company, except as provided in the Westpac Guarantee. |
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