|Fee Rebate||No Adviser Fee|
|Alpha Structured Investments – Results 2010 provides investors with the opportunity to receive a fixed income from a basket of shares regardless of movement in the price of the underlying shares.|
|Key features and benefits|
|Investment returns in a sideways market – Both the Growth and Income Strategies allow investors to receive a fixed investment return over 1 year and is suited to investors who feel the basket of shares will range trade over the term.Choose from a range of blue chip portfolios to tailor your desired investment portfolios.Income Strategy (up to 14.25%) provides a fixed income of up to 14.25%pa paid monthly.Growth Strategy (up to 18% plus any upside) provides a growth up to 18% paid at the end of the term plus any upside of the lowest performing share above the growth payment.
Conditional capital protection provides investors with a return of capital (income strategy) or capital plus growth (growth strategy) provided the worst performing share does not fall by more than 40%.
Falls by more than 40% means that at maturity your return is linked to the worst performing share. ie if worst performing share falls by more than 40% then rises to 95% of starting value, $1 invested, Income Strategy would retun $0.95 in addition to income received, Growth Strategy would return $0.95 with no growth.
What do we get paid?
Wealth Focus receives a 2% commission on investments into Alpha Results. Wealth Focus does not receive a trailing commission. This commission is paid by the fund manager and is NOT an additional charge to the investor.