HSBC 100+ SERIES – EMERGING MARKETS OUTPERFORMANCE INVESTMENT

HSBC 100+ SERIES – EMERGING MARKETS OUTPERFORMANCE INVESTMENT

HSBC 100+ SERIES – EMERGING MARKETS OUTPERFORMANCE INVESTMENT

Fee Rebate 1%
Min Investment $20,000
Expected Close 18/03/2011
HSBC 100+ Series Emerging Markets Outperformance Investment provides investors with the opportunity to gain capital protected exposure to the outperformance of the Global Emerging Markets Index over developed markets indices.

Strategy

Underlying Portfolio

Capital Protection level

Capital growth

Income

Growth

Outperformance of the Global Emerging Markets Index over developed market indices

100%

100% participation (capped at 100%)

NIL

Income

Outperformance of the Global Emerging Markets Index over developed market indices

100%

NIL

70% participation of gains distributed annually

 

Key features and benefits

Participate in the outperformance of Emerging Markets – The HSBC 100+ Series Emerging Markets Outperformance Investment provides investors with exposure to the outperformance of the Global Emerging Markets (GEM) Index, BRIC countries (Brazil, Russia, India and China), Mexico, South Korea, Taiwan, South Africa and Turkey and the “New Europe”, Poland, Czeck Republic & Hungary, over developed economies S&P 500, Eurostoxx 50, Nikkei 225 and FTSE 100 Indices.Capital Protection allows investors to take advantage of potential growth in these indices with the peace of mind that the investment is 100% capital protected at maturity.Choose between income or growth – Investors can apply for the Income Option and receive a coupon of the growth (70% participation) each year or the Growth Option which provides investors with the potential to greater returns of up to 100% participation* over the 3 years to maturity.Volatility Risk Management – HSBC 100+ Series merging Markets Outperformance Investment provides volatility management to reduce the investment exposure when share market volatility is high and increase exposure when volatility is low.

Available to SMSFs – Also available to Self Managed Super Funds.

 

What do we get paid

Wealth Focus will rebate 1% (33%) of the 3% sales commission on investments into the HSBC 100+ Series in the form of a cheque. This commission is paid by the fund manager and is NOT an additional charge to the investor.

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