CBA CAPITAL SERIES TRIO
| Fee Rebate | Up to 2% |
| Min Investment | $10,000 |
| Expected Close | 23/10/2009 |
| Capital Series Trio provides investors with the opportunity to gain exposure to the performance of Gold, the Australian, Chinese, Taiwanese and Korean equity indices with the ability to borrow 100% of the investment amount and protect up to 100% of the initial investment amount at Maturity. | ||||||||||||||||||||
Key features and benefits |
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| Capital growth potential You have the potential to receive capital growth based on the price performance of the S&P/ASX 200, Gold or a portfolio of Asian Indices.Strategy 1 & 2 offers capital growth potential up to a maximum of 70% above the Initial Reference Level, Strategy 3 is unlimited.Capital Protection 1– You can choose a capital protection level of either 100% (Strategy 1 & 2) or 80% (Strategy 3).
The opportunity to borrow 100%2 of the investment amount – You can borrow to invest in Capital Series Trio (subject to approval). Maximum borrowing is equal to the Capital Protection Level in each Strategy, ie 100% or 80%. Available to SMSFs – Capital Series Trio is available to Self Managed Super Funds. Further information on the benefits, risks and costs of investing in Capital Series Trio 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. |
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What do we get paid
Wealth Focus will rebate 2% commission (100%) on investments into Capital Series Trio (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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