INSTREET LINK SERIES XVI-XVIII

INSTREET LINK SERIES XVI-XVIII

INSTREET LINK SERIES XVI-XVIII

Fee Rebate 0.5%
Min Investment $25,000
Expected Close 30/09/2010
INstreet Link Series XIX – XXI provides investors with the opportunity to access a $100,000 exposure in the ASX 200 or Asia 50 indices from only $14,900.

Strategy

Underlying Portfolio

Term

Participation rate

Cost of $100k exposure

XIX

S&P ASX 200 Index

2 years

100% participation (capped at 27%-28.5%)

$14,900

XX

S&P ASX 200 Index

3 years

100% participation (capped at 45%-47%)

$19,900

XXI

S&P Asia 50 Index

3 years

100% participation (capped at 45%-50%)

$23,500

 

Key features and benefits

Access upside growth of the Australian or Asian markets – The INstreet Link Series offers an investor the opportunity to access the potential upside growth of the Australian or Asian stock market (subject to a Cap).Leveraged Exposure – By investing in INstreet Link Series, investors are able to access $100,000 notional exposure to the price growth of the ASX 200 or Asia 50 Indices for an initial investment of $14,900 – $23,500 (dependent on option chosen).One off up-front payment – The Link Series provides exposure to the Australian stock market (or Asian markets) for a fraction of the cost of the Notional Exposure of the investment. An investor’s potential financial loss is limited to their initial investment.No risk of margin calls – The nature of the INstreet Link Series means that investors are not exposed to falls in the market. Risk is limited to the initial cost of entry ($14,900 – $23,500) without risk of ongoing interest payments or margin calls.SMSFs – This product is also available for SMSF investors

What do we get paid

Wealth Focus will rebate 25% of the 2% sales commission in the form of a cheque (0.50%). Wealth Focus does not receive a trailing commission for this product. Initial commission is paid by the product provider and is NOT an additional charge to the investor.

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