NAB RE-STRIKE

NAB RE-STRIKE

NAB RE-STRIKE

Fee Rebate No loan establishment fee
Min Investment $16,000
Expected Close 31/12/2010
NAB Re-Strike is a capital protected product with 125% capital protection, allowing investors with cash locked CPPI/Threshold Managed products to raise a further 25% and pay off their existing investment and re-partcipate in the sharemarket returns.

Strategy

Underlying Portfolio

Capital Protection level

Income

Investment Term

Series 1

Risk Stabilised SPI 200 Index Future Strategy

125%

fixed coupon of 2.86%pa used to pay down loan + (40% of gains – 5%)

7 years

Series 2

Risk Stabilised Aquantum Pegasus EL1 Strategy

125%

3.08%pa used to pay down loan + (40% of gains – 5%)

6.5 years

Key features and benefits
The opportunity to borrow 125% of the investment amount allows investors to raise an additional 25% that can be used to pay off cash locked capital protected investments, allowing investors to re-participate in sharemarket returns.Investment Choice – Investors in NAB Re-Strike can opt to link investment returns to the ASX 200 using the Risk Stabilised SPI 200 Index Future Strategy (Series 1) or a trend seeking program that aims to provide returns in both rising and falling markets using the Risk Stabilised Aquantum Pegasus EL1 Strategy (Series 2).

125% Capital Protection – Capital security through the NAB guarantee if held to maturity. This ensures investors receive 125% of their initial investment at maturity thereby allowing investors to borrow an additional 25%.

What do we get paid

Wealth Focus will not charge a fee for entry into this investment. Wealth Focus may 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.

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