|UBS PERLES+ – Series 15 & 16 provides investors with the opportunity to benefit from exposure to the ASX200 with a minimum investment return and conditional capital protection2.|
|Key features and benefits|
|Outperformance in sideways markets – The UBS PERLES+ Series offers investors the opportunity to receive a minimum capital gain over 18mths (Series 15) or 3 years (Series 16).Attractive Fixed Returns* of 12% (Series 15) or 39% (Series 16) – ensures investors receive a minimum investment return on their investment (subject to a Barrier Event not having occurred during the investment term).Further participation in any upside of the ASX 200 is available for investors (subject to a cap in series 15).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 30%.
Falls by more than 30% means that at maturity your return is linked to the value of the S&P/ASX 200. ie if the ASX 200 falls by more than 30% then rises to 95% of starting value, $1 invested would return $0.95.
* Returns are current indicative rates only (23/08/10), Actual Income Return and Growth Return rates are set on date of issue.2 The Conditional Return and Conditional Protection are subject to a Barrier Event and the Units being held to Maturity. A Barrier Event occurs if, during the investment term, the underlying value of the S&P/ASX 200 Index trades at or below 70% of its starting value. In that case, the investor loses the Conditional Protection and the Conditional Return, and assumes all upside S&P/ASX 200 Index until Maturity (hence any ‘downside protection’ or ‘safety cushion’ for the investor is lost). The actual Conditional Return will be set on the Strike Date and will not be less than the Minimum Conditional Return.
What do we get paid?
Wealth Focus gets paid 2.2% comission of the initial amount invested into UBS Perles Series. Wealth Focus does not receive a trailing commission for this investment.