|Fee Rebate||Up to 2% (100%)|
|NAB Principal Series – ASX 200 Index Investment (NAB ASX 200) allows investors to take advantage of the historically low level of the ASX 200 and the growth of the index over the next 5.5 years.|
|Key features and benefits|
|Capital growth potential – NAB ASX 200 Investments will entitle investors to a participation rate of between 105% and 120% of the growth of the ASX 200 index. Participation rate will be set on the issue date and fixed throughout the 5.5 year term.Capital Protection 1– Capital security through the NAB guarantee amount if held to maturity.The opportunity to borrow 100% of the investment amount – Investors can borrow up to 100% of the initial investment through NAB Investment Loan (subject to approval).SMSFs can borrow to invest – Investors may borrow up to 70% of the initial investment through the superannuation compliant NAB Limited Recourse Loan (subject to approval).
The historical performance of the ASX since 2000 can be seen below
Further information on the benefits, risks and costs of investing in NAB ASX 200 can be found in the Product Disclosure Statement.
The above graph illustrates the performance of the index. S&P officially acquired the licence and maintenance of the calculation methodology of the index on 31 March 2000. Past performance of the index is not necessarily a guide to the future performance of the index or NAB ASX 200 Investments. The return on NAB ASX 200 Investments may be substantially different from the performance of the index over the term because of index averaging over the first and last year of the term, the impact of the participation rate, the application of the NAB guarantee amount, the occurrence of a trigger event and because the return on NAB ASX 200 Investments does not take into account any dividends or distributions paid on the shares and units that make up the index.
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.
What do we get paid
Wealth Focus will rebate 2% commission (100%) on investments into nab Capital ASX 200 (1% where no loan is applied for) as additional units (rebate as a cheque where no loan is applied for). Wealth Focus may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This commission is paid by the fund manager and is NOT an additional charge to the investor.