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Commonwealth Bank - Capital Series Trio
A capital protected investment into the performance of Gold, the ASX200 Index or Asian Equities |
With the recent rise in the world markets, capital protected investments have continued to be attractive to investors looking to participate in the anticipated rise of equities but require the reassurance that their capital is protected.
CBA's latest capital protected product, Capital Series Trio allows you to do just that, allowing investors the opportunity to participate in the rise of the performance of Gold, ASX200 Index or Asian Indices with a potential for income.
Up to 2% rebate on your investment amount
Unlike many other providers, Wealth Focus investors will also benefit from a 100% rebate of the 2% commission (1% where no loan has been applied for). |
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Investment Options
Strategy |
Underlying Portfolio |
Capital Protection level |
Potential for capital growth |
Coupon payments |
1 |
S&P/ASX 200 Index |
100% |
100% participation (capped at 70%) |
5% starting from year 1.5* |
2 |
Gold |
100% |
100% participation (capped at 70%) |
3% starting from year 1.5* |
3 |
HSCEI (40%)
TAIEX Index (30%)
KOSPI 200 Index (30%) |
80% |
100% participation |
Nil |
Capital Series Trio is available to individuals, companies, trusts and Self Managed Super Fund investors. |
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Borrow to invest
A 100% investment loan is also available to investors who wish to borrow to invest in Capital Series Trio (not available to SMSFs).
Indicative interest rates as at 7 September 2009 are as follows:
Variable |
7.30% p.a. |
Fixed monthly |
9.15% p.a. |
Fixed yearly in advance |
8.99% p.a. |
IAL |
8.50% p.a. |
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Find
out more
If you would like further information on CBA Capital Series Trio,
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 2% commission (100%) on investments into Capital Series Trio (1% 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 loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
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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, read the PDS, and if necessary seek professional investment and tax advice. We recommend that you read our Financial Services Guide. |
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