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There are some that believe that investors can make money if the market is rising and money if the market is falling, but not in a volatile sideways market. We beg to differ…
Product providers are always developing new products for the market conditions we seem to be facing and Alpha Structured Investments’ Results Series and the UBS Perles & Goals Series are prime examples of investments suited to the volatile and sideways moving markets we have been experiencing this last year.
A protected loan with no interest payments – Strategies for a rising market (cont.)
Self Funded Instalment Warrants have long been the preferred method of gearing for retirees and SMSFs and offer one of the lower risk ways to gear your portfolio.
Self Funded Instalment Warrants are a combination of a loan, your deposit and an insurance policy (put option) used to purchase shares.
The benefit to investors is that they only need to fund 50%-60% of the purchase price, the remaining 40%-50%
Having worked within the financial services landscape for many years, The Insider provides investors with a behind the scenes view on the financial services industry
I was recently asked to look at a protected product for a friend of mine; an adviser had recommended he take out a 100% loan ($800,000) and invest in two protected products with a 7 year term in 2008. The view at the time was that since it was a protected product, his worst case scenario was that he would simply receive his money
