DEUTSCHE BANK – ALPHA BOOST ASX 200
| Fee Rebate | |
| Min Investment | |
| Expected Close | 05/11/2010 |
| Alpha Boost provides investors with the potential to get exposure to a $50,000 investment in the ASX 200 for just $4,000pa (capped at 185%) and the added benefit of no recourse and ability to walk away each year. |
| Key features and benefits |
| Leveraged access to the ASX 200 – Alpha BOOST provides exposure to the S&P/ASX 200 for a much lower cost than would be involved in purchasing the reference index shares themselves: An initial outlay of $4,000 provides investors with a notional portfolio of $50,000.No risk of margin calls – The nature of the Alpha BOOST means that investors are not exposed to falls in the market. Risk is limited to the annual interest payments.185% Performance Cap – Many of the alternative comparables offer similar exposure with a much lower cap on growth. Alpha Boost offers a higher cap at 85% growth. However, in the event If the S&P/ ASX 200 Price Index return exceeds that cap, Alpha BOOST terminates and investors receive a payment equal to the instalments paid (ie investors get their money back).Available to SMSFs – Investors have the ability to walk away at any time with no liability to future interest payments. Self Managed Super Funds are therefore able to invest. |
What do we get paid?
Wealth Focus receives a 2% commission on investments into Alpha BOOST. Wealth Focus does not receive a trailing commission.
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