|Fee Rebate||Up to 2%|
|Capital Series Protect 120 provides investors with the opportunity to gain exposure to the performance of the ASX 200 or a basket of China, Europe and US indices with up to 120% capital protection and the ability to borrow 100% of the investment amount.|
Key features and benefits
|Capital growth potential You have the potential to receive capital growth based on the price performance of the ASX 200 or a basket of Chinese, European and US indices.Capital Protection 1– Capital protection of 100% of the initial amount invested.Rising Protection – Capital Series Protect 120 offers a rising guarantee that locks in 20% once the reference index has risen by 20%.The opportunity to borrow 100% of the investment – allows investors to invest with no capital outlay other than interest costs (borrowing is not available for SMSFs).
Available to SMSFs – Capital Series Protect 120 is available to Self Managed Super Funds.
Further information on the benefits, risks and costs of investing in Capital Series Protect 120 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 the 2% adviser fee (100%) on investments into Capital Series Protect 120 (1% where no loan is applied for) 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.