|Fee Rebate||Up to 2%|
|Capital Series Trio provides investors with the opportunity to gain exposure to the performance of Gold, the Australian, Chinese, Taiwanese and Korean equity indices with the ability to borrow 100% of the investment amount and protect up to 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, Gold or a portfolio of Asian Indices.Strategy 1 & 2 offers capital growth potential up to a maximum of 70% above the Initial Reference Level, Strategy 3 is unlimited.Capital Protection 1– You can choose a capital protection level of either 100% (Strategy 1 & 2) or 80% (Strategy 3).
The opportunity to borrow 100%2 of the investment amount – You can borrow to invest in Capital Series Trio (subject to approval). Maximum borrowing is equal to the Capital Protection Level in each Strategy, ie 100% or 80%.
Available to SMSFs – Capital Series Trio is available to Self Managed Super Funds.
Further information on the benefits, risks and costs of investing in Capital Series Trio 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 Trio (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.