INSTREET LINK SERIES XVI – XVIII

INSTREET LINK SERIES XVI – XVIII

INSTREET LINK SERIES XVI – XVIII

Fee Rebate 0.75%
Min Investment $25,000
Expected Close 30/09/2010
INstreet Link Series XVI – XVIII provides investors with the opportunity to access a $100,000 exposure in the ASX 200 or Asia 50 indices from only $14,900 investment.

Strategy

Underlying Portfolio

Term

Participation rate

XVI

S&P ASX 200 Index

2 years

100% participation (capped at 27%-28.5%)

XVII

S&P ASX 200 Index

3 years

100% participation (capped at 45%-47%)

XVIII

S&P Asia 50 Index

2 years

100% participation (capped at 27%-30%)

 

Key features and benefits

Access upside growth of the Australian or Asian markets – The Instreet Link Series offers an investor the opportunity to access the potential upside growth of the Australian or Asian stock market (subject to a Cap).Leveraged Exposure – By investing in INstreet Link Series, investors are able to gain leveraged exposure to the price growth potential of the ASX 200 or Asia 50 Indices. Accessing $100,000 notional exposure for an initial investment of $14,900 – $17,500 (dependent on option).One off up-front payment – The Link Series provides exposure to the Australian stock market (or Asian markets) for an Issue Price which is a fraction of the size of the Notional Exposure of the investment. An investor’s potential financial loss is limited to their initial investment.

No margin calls – The nature of the INstreet Link Series means that investors are not exposed to falls in the market. Risk is limited to the initial cost of entry ($14,900 – $17,500).

SMSFs – This product is also available for SMSFs.

What do we get paid

Wealth Focus will rebate 37.5% of the 2% sales commission in the form of a cheque (0.75%). Wealth Focus does not receive a trailing commission for this product. Initial commission is paid by the product provider and is NOT an additional charge to the investor.

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