|Fee Rebate||No Adviser Fee|
|Alpha Structured Investments (Series 5) – Results 2010 provides investors with the opportunity to receive a fixed income from a basket of shares regardless of price movement of the underlying investment.|
|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 17 months with weekly liquidity and is suited to investors who feel the basket of shares will range trade over the term.Choose from one of two blue chip portfolios to tailor your desired investment portfolios.Benefit from high volatility – The nature of this product means that high volatility at date of issue increases Income and Growth returns, thereby allowing investors to benefit from the highly volatile markets we are currently experiencing.
Income Strategy (up to 18.15%)* provides a fixed income of up to 18.15%pa paid monthly irrespective of the performance of shares in the portfolio.
Growth Strategy (up to 22.7% plus any upside)* provides a growth up to 22.7% 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.
* Returns are current indicative rates only (25/05/10), Actual Income Return and Growth Return rates are set at the Issue Date.
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 product provider and is NOT an additional charge to the investor.