Fee Rebate Up to 2% (100%)
Min Investment $10,000
Expected Close 15/04/2009
Capital Series Australia provides investors with the opportunity to gain exposure to the performance of the 200 largest listed Australian companies (ASX 200), with the ability to borrow 100% of the investment amount and protect 100% of the initial investment amount at Maturity.


Underlying Portfolio

Capital Protection level

Potential for capital growth

Investment Term


S&P/ASX 200 Index


Up to 80%

5.5 years


S&P/ASX 200 Index



5.5 years


Key features and benefits

Capital growth potential You have the potential to receive capital growth based on the price performance of the S&P/ASX 200 Index. The index is made up of 200 of the largest listed Australian companies by market capitalisation.Strategy 1 offers capital growth potential up to a maximum of 80% above the Initial Reference Level and Strategy 2 is unlimited.Capital Protection 1– You can choose a capital protection level of either 100% (Strategy 1) or 80% (Strategy 2).

The opportunity to borrow 100%2 of the investment amount – You can borrow to invest in Capital Series Australia II (subject to approval). The maximum borrowing amount for each Strategy is equal to the Capital Protection Level, ie 100% or 80%.

Available to SMSFs – Capital Series Australia II is available to Self Managed Super Funds.

The historical performance of the All Ordinaries Index since 1983 and the S&P/ASX 200 Index since 1992 can be seen below

ASX Performance

Further information on the benefits, risks and costs of investing in Capital Series Australia can be found in Part 1 and Part 2 of the Product Disclosure Statement.


1 Capital protection will only apply at the Maturity Date and is subject to risks, limitations and conditions. Please refer to the PDS for more information.
2 The Capital Investment Loan and Interest in Advance Loan are not available to superannuation funds.

What do we get paid

Wealth Focus will rebate 2% commission (100%) on investments into Capital Series Australia (1% where no loan is applied for) in the form of a cheque and may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.


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