|Fee Rebate||Up to 1.5%|
|Credit Suisse Performance Plus Series provides investors with the opportunity to gain capital protected exposure to the performance of a portfolio of Australian equities, a portfolio of Australian resource and China stocks, or the S&P ASX 200 Index.|
Key features and benefits
|Capital growth potential – You have the potential to receive capital growth based on the price performance of a portfolio of Australian equities, a combined portfolio of Australian resource equities and the Hang Seng China Enterprise Index, or the S&P/ASX 200 Index.Potential for accelerated growth – Investment exposure of up to 150% (dependent upon the volatility risk reduction feature).Capital Protection – Class C provides investors with the added guarantee of a further 21% at the end of the term.
The opportunity to borrow up to 121% of the investment amount – You can borrow to invest in Credit Suisse Performance Plus Series. (100% Class A&B, 121% Class C)
Unlock existing cash locked CPPI investments – Class C units allow investors the opportunity to borrow an additional 21% of the investment amount that can be used to pay back penalties in existing cash locked CPPI structures.
Volatility Risk Reduction Strategy – During periods of positive returns, volatility tends to be low
What do we get paid
Wealth Focus will rebate 1.5% commission (75%) on investments into Performance Plus Series (0.75% 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. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.