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Alpha Results - Series 8
(A fixed income of up to 15.8%pa*) |
Security of a fixed return with conditional capital protection2
Following on from the success of the last series of Alpha Results in August this year, Citigroup have launched another series, Alpha Results Series 8 and is ideally suited to those investors who feel that the markets are likely to track sideways over the next 18 months.
Wealth Focus is delighted to be able to offer investors access to Alpha Results Series 8, providing an opportunity to receive a fixed income of up to 14%pa* and the added security of conditional capital protection2.
Offer closes Friday 3rd December 2010
Quick Links
- Product Summary & Guide to Application
- Application/PDS
Alternatively investors can call us on 1300 559 869 to request further details. |
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Key
features
- Alpha Results Income Strategy provides investors with a fixed monthly income of 13%pa or 15.8%pa* irrespective of performance and the added benefit of conditional capital protection2.
- Alpha Results Growth Strategy - For those happy to take more risk, the growth strategy provides investors with a preset minimum growth return of 14% or 17.9%* and conditional capital protection2.
- Investment returns in a sideways market - Both the Growth and Income Strategies are suited to investors who feel the portfolio of shares will range trade over the next 18 months.
- Underlying Securities issued by Citibank
- Minimum application - $20,000 (also available to SMSFs)
- Investment Term - 18 months
- Closing date - Offer closes Friday 3rd December 2010
- 2 Conditional capital protection - provides investors with a return of capital (income strategy) or capital plus growth (growth strategy) provided the worst performing share does not fall by more than 40%.
If a one of the shares in your portfolio falls by more than 40% during the term, the maturity value of your investment becomes linked to the lowest performing share in your portfolio.
i.e. if lowest performing share falls by more than 40% then at maturity has risen to 95% of the starting value, $1 invested, Income Strategy would return $0.95 in addition to income received, Growth Strategy would return $0.95 with no growth. |
Investment Portfolios3
Portfolio stocks are evenly weighted. Rates shown are indicative as per the 11th November 2010. Actual Income Return and Growth Return rates are set on the Issue Date.
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Find
out more
If you would like further information on Alpha Results,
please click on the links below:
Alternatively,
if you wish to obtain hard copies or discuss this product further,
please call us on 1300 559 869. |
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What do we receive?
Wealth Focus receives a 2% commission on investments into Alpha Results. Wealth Focus does not receive a trailing commission. This commission is paid by the product provider and is NOT an additional charge to the investor.
Important Information
* Returns are current indicative rates only (11/11/10), Actual Income Return and Growth Return rates are set on date of issue.
2 Conditional capital protection - Conditional Capital Protection only applies to Investments held until maturity. Conditional Capital Protection safeguards Alpha Results from market risks but is subject to the credit worthiness of Citigroup Global Markets Australia Pty Limited and Citigroup Inc.
In the event that a share within the Portfolio falls more than 40%, conditional capital protection no longer applies and performance becomes linked to the lowest price Reference Asset (share) price. Investors should be aware that their exposure is not based on the average performance of the Portfolio and therefore negative performance of one Reference Asset may not be offset by the positive performance of other Reference Assets within that portfolio.
3 Investors should note that the risks associated with each Reference Asset Portfolio are different. The Reference Assets that compromise each Portfolio do not carry the same degree of risk and as such, investors should assess whether the risks associated with each Portfolio are appropriate to their own needs. |
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Contact Details P: 1300 55 98 69 | F: 1300 55 98 70
Office: Suite 7, 49-53 North Steyne, Manly NSW 2095 | Postal Address: PO Box 760, Manly, NSW 1655
Wealth Focus Pty Ltd ABN: 87 123 556 730 ( AFSL No: 314 872 )
© 2010 Wealth Focus Pty. Ltd. All rights reserved. |
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Contact us Privacy Policy
This email is issued by Wealth Focus Pty Ltd, *ABN 87 123 556 730, AFSL 314 872. This email and site are directed to and available only for Australian residents. Any attachments and web links should not in any way be construed as providing securities advice or an endorsement or recommendation of any security or product. In sending you this email we have not taken into consideration your investment objectives or your investment needs and make no representation as to the suitability or otherwise of any product, or security, to you. Before making any investment decision or purchase, you should fully satisfy yourself as to the suitability of any security or product you are considering, to your own particular circumstances, read the PDS or Prospectus and if necessary seek professional investment and tax advice. Please read our Financial Services Guide for full details of our services and level of advice provided. |
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