37
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795 DIVERSIFIED GLOBAL FUNDS CLICK TO WATCH INVESTMENT OVERVIEW
| Date post: | 29-Jan-2018 |
| Category: |
Economy & Finance |
| Upload: | traderscircle |
| View: | 212 times |
| Download: | 1 times |
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
DIVERSIFIED GLOBAL FUNDS
CLICK TO WATCH INVESTMENT OVERVIEW
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
DISCLAIMER
The shares offered by this Product Disclosure Statement (PDS) should be considered highly speculative. An investment in the company is not risk free and potential investors need to consider the risk factors described in the PDS and to consult their professional advisers before deciding whether to apply for shares. As per the PDS, ASIC, the ASX and their officers take no responsibility for the contents of the prospectus or the merit of the investment to which this PDS relates.
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
DISCLAIMER
Any advice contained in this communication is general only and does not consider your objectives, financial situation or needs, and you should consider whether it's appropriate for you. This might mean that you seek personal advice from a representative authorised to provide personal advice. If you are thinking about acquiring a financial product, you should consider our Financial Services Guide (FSG) including the Privacy Statement at www.ozfinancial.com.au and the relevant Product Disclosure Statement or Prospectus (if there is one available) first. Trading Options is not suitable for everyone. There is a risk that you can lose more than the value of a trade or its underlying assets. You should only act on our recommendations if you are confident that you fully understand what you are doing. Past returns do not reflect future returns, and it is also possible to make significant losses. We employ expert traders and use strategies that maximise returns and minimise risk. However, there is always a risk of loss when trading and investing.
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
DISCLAIMER
Units in Sequoia Launch Units – Series 33 are issued by Sequoia Specialist Investments Pty Ltd (ACN 145 459 936) (the “Issuer”) and arranged by Sequoia Asset Management Pty Ltd (ABN 70 135 907 550, AFSL 341506) (the “Arranger”). Investments in the Sequoia Launch Units – Series 33 can only be made by completing an Application Form attached to the Sequoia Launch Series 33 Term Sheet Product Disclosure Statement (“TSPDS”) dated 21 August 2017, after reading the Master PDS dated 14 August 2017 and submitting it to Sequoia. A copy of the TSPDS, PDS and any other information can be obtained by contacting Sequoia Asset Management or contacting your financial adviser. You should consider the Term Sheet and Master PDS’ before deciding whether to invest in Units in Sequoia Launch Units – Series 33.
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
INVESTMENT PURPOSE
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
1. Exposure to International Markets
INVESTMENT PURPOSE
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
INVESTMENT PURPOSE
2. Designed to perform in all equity market directions
1. Exposure to International Markets
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
2. Designed to perform in all equity market directions
3. With some of the largest and well-known global asset managers
*Please note: Past returns do not reflect future returns*
1. Exposure to International Markets
INVESTMENT PURPOSE
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
INVESTMENT MANAGERS
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
• Income generators
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
• Income generators
• World class asset managers
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
• Income generators
• Mix of long and short assets = can perform in all equity market conditions
• World class asset managers
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
WHO ARE THE MANAGERS
• Established in 1845
• Manages US$249 billion
• Actively trades large capitalisation global equities
*Please note: Past returns do not reflect future returns*
1. Old Mutual Global Equity Absolute Return Fund
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
1. Old Mutual Global Equity Absolute Return Fund
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
2. Henderson Gartmore Fund
• UK Absolute Return fund
• Manages GBP$103 billion
• Returns a combination of capital and income
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
2. Henderson Gartmore Fund UK Absolute Return
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
3. PIMCO Income Fund
• Founded in 1971 in California
• Manages USD$1.61 trillion
• Singular focus on preserving and enhancing investors assets
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
3. PIMCO Income Fund
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
4. The Jupiter Global Fund
• Incorporated in Luxembourg
• Invests in higher yielding assets
- High yield bonds - Government bonds - Preferred shares
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
4. The Jupiter Global Fund
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
5. BNP Paribas Multi-Asset Diversified Future Index
• Offers higher returns with lower volatility
• Manages 7.5bn EUR
• Dynamic asset allocation
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
5. BNP Paribas Multi-Asset Diversified Future Index
WHO ARE THE MANAGERS
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Who is This Investment For?
If you are worried about market volatility
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Who is This Investment For?
If you want international exposure
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Who is This Investment For?
If you want an investment with a capped downside
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Who is This Investment For?
If you want exposure to world class asset managers
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Net Outlay
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Net Outlay
• $100,000 Exposure
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Net Outlay
• $100,000 Exposure
• Four Year Investment Term
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Exposure
• Four Year Investment Term
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Uncapped Upside
*Please note: Past returns do not reflect future returns*
• Four Year Investment Term
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Uncapped Upside
• Can Pay Annual Performance Coupons
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
2. Protected downside
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
2. Protected downside
3. Access to some of the largest and most well known global funds
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
What Next?
*Please note: Past returns do not reflect future returns*
Address: Level 4, 4 Collins Street, Melbourne | Email: [email protected] | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
Request an Appointment With an Adviser
Or
Download and Complete the PDS
