| |
Man OM-IP Global
(Closes 21st April) |
Generating returns in volatile times
The first half of 2010 has been a volatile period for our local equity market with the S&P/ASX 300 Accumulation index feeling the heat, retracing 10.1%. Global equity markets, as measured by the MSCI World Total Return index and the MSCI Asia Pacific have not fared much better, down 9.6% and 5.2% respectively.
Over the same period, the AHL Diversified Program has generated a total return of 9.1%^ (net of fees).
With the continued uncertainty over whether the global economy is in recovery or on the verge of another dip, AHL's ability to perform in a variety of market conditions is likely to be attractive to many investors.
Wealth Focus is pleased to provide investors access to Man OM-IP AHL 2010 with a 95% rebate of the initial 3.8% sales fee and participation in our annual trail commission rebates**.
Offer closes Thursday 21st April 2010
Quick Links
- Fact sheet
- Application/Prospectus
Alternatively investors can call us on 1300 559 869 to request a hard copy prospectus. |
|
|
|
|
|
|
|
| Key information |
Offer opened
21 February 2011
Offer closes
21 April 2011
Minimum investment
A$5,000
Maturity Date
9 years (31 May 2020)
Liquidity
Monthly**
Capital Guarantee by
NAB+
|
|
 |
|
|
|
Alternatively, if you wish to obtain hard copies or discuss this product further, please call us on 1300 559 869.
|
|
Best regards
Sulieman Ravell
Wealth Focus Pty Ltd
Follow us on Twitter - http://twitter.com/fundsfocus
|
 |
|
|
|
|
| |
What do we receive?
Wealth Focus will rebate 95% of the 4% sales fee by cheque. Wealth Focus may also receive an ongoing service fee of up to 0.5% pa from the end of year 2. The sales and service fees are paid by the product provider 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 June 2010 and based on the actual trading results for Athena Guaranteed Futures Limited, Man Investments' longest running capital guaranteed fund, that have been adjusted to reflect the current fee structure from January 2010 to 30 June 2010. It is not designed to predict the future performance of the AHL Diversified Program or Man OM-IP AHL 2010. The fees and costs that will apply to an investment in the Company will be in accordance with those set out in Section 7 of the Prospectus and are different from the fees and costs payable by Athena Guaranteed Futures Limited.
* The aim to generate medium to long term capital growth is based on the past performance of the AHL Diversified Program (see Section 6 of the Prospectus). Past performance is not a reliable indicator of future performance.
+ Subject to the terms of the ANZ 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 'ANZ Guarantee' and 'Early redemption'.
** Terms & conditions apply. |
|
|
|
|
|
|
|
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 )
© 2010 Wealth Focus Pty. Ltd. All rights reserved. |
|
Contact us Privacy Policy
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, 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. Offers of Shares will be made in the Prospectus issued by Man OM-IP AHL 2010 Limited dated 14 May 2010. Investors wishing to acquire Shares will need to complete the Application Form attached to the Prospectus. Please also refer to the Identification Requirements document.
Terms capitalised and used on this website 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. Persons considering investing in the Shares should carefully read all of the Prospectus before making an investment decision. Man OM-IP AHL 2010 Limited is a new company with no actual trading history. US Persons are not eligible to subscribe for Shares pursuant to the Prospectus
The Shares are not deposits or other liabilities of Australia and New Zealand Banking Group (ANZ) or its subsidiaries and neither ANZ, 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 ANZ group. Investment in the Shares is subject to investment risk, including possible delays in payment and, except as provided in the ANZ Guarantee, loss of income and principal invested. ANZ does not in any way stand behind the capital value or performance of the Shares or the investments made by the Company, except as provided in the ANZ Guarantee. |
|
Prospectus
