|Fee Rebate||Up to 2% (100%)|
|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
|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.
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.