CAPITAL SERIES AUSTRALIA II
| Fee Rebate | Up to 2% (100%) |
| Min Investment | $10,000 |
| Expected Close | 15/04/2009 |
| Capital Series Australia provides investors with the opportunity to gain exposure to the performance of the 200 largest listed Australian companies (ASX 200), with the ability to borrow 100% of the investment amount and protect 100% of the initial investment amount at Maturity. | |||||||||||||||
Key features and benefits |
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| Capital growth potential You have the potential to receive capital growth based on the price performance of the S&P/ASX 200 Index. The index is made up of 200 of the largest listed Australian companies by market capitalisation.Strategy 1 offers capital growth potential up to a maximum of 80% above the Initial Reference Level and Strategy 2 is unlimited.Capital Protection 1– You can choose a capital protection level of either 100% (Strategy 1) or 80% (Strategy 2).
The opportunity to borrow 100%2 of the investment amount – You can borrow to invest in Capital Series Australia II (subject to approval). The maximum borrowing amount for each Strategy is equal to the Capital Protection Level, ie 100% or 80%. Available to SMSFs – Capital Series Australia II is available to Self Managed Super Funds. The historical performance of the All Ordinaries Index since 1983 and the S&P/ASX 200 Index since 1992 can be seen below
Further information on the benefits, risks and costs of investing in Capital Series Australia can be found in Part 1 and Part 2 of the Product Disclosure Statement.
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. |
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What do we get paid
Wealth Focus will rebate 2% commission (100%) on investments into Capital Series Australia (1% where no loan is applied for) in the form of a cheque and may also receive a trailing commission of up to 0.50% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
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