CBA – VANTAGE+ SERIES 2

CBA – VANTAGE+ SERIES 2

CBA – VANTAGE+ SERIES 2

Fee Rebate No Entry Fee
Min Investment $25,000 (Notional)
Expected Close 30/03/2012

Capital Series Vantage+ provides investors with the opportunity to leverage exposure to the ASX 200 Index over a two or five year term.

Strategy

Investment Options (Underlying Portfolio)

Term

Participation rate

Cost for $25k exposure

1

S&P ASX 200 Index

2 years

100% participation (capped at 140% growth in the ASX 200)

$3,500 (14%) – $4,000 (16%)

2

S&P ASX 200 Index

5 years

100% participation (uncapped)

$5,500 (14%) – $6,000 (16%)

 

Key features and benefits

Avoid missing out on the growth of the ASX 200 index You have the potential to receive capital growth based on the price performance of the ASX 200.

Strategy 1 offers capital growth potential up to a maximum of 40% above the Initial Reference Level, Strategy 2 offers an uncapped growth above the Initial Reference Level.

Who does this suite?
CBA Vantage+ may be suitable for individuals, companies, trusts and SMSFs who are:

  • concerned about missing out on any turning point in the market
  • overweight cash
  • looking for sharemarket exposure and have a positive view on its future performance
  • experienced at investing in the Australian equity market

 

Available to SMSFs – CBA Vantage+ is available to Self Managed Super Funds.

Further information on the benefits, risks and costs of investing in CBA Vantage+ Series 2 can be found in the Product Disclosure Statement.

What do we get paid?

Wealth Focus will receive a marketing allowance of 1% of the notional value of the investment. This allowance is paid by the fund manager and is NOT an additional charge to the investor.

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