Man Investments (Man), arguably the most prolific retail hedge fund manager in Australia, have been successfully utilising their AHL global managed futures program in all their OMIP capital guaranteed investments since 1997. With a compound return of 17.3% pa since Dec 1990, and boasting a return of over 25% in 2008, the AHL Diversified Program (AHL) has been extremely successful in generating investment returns in both a rising an falling market.
Performance of the AHL Diversified Program during the seven largest drawdowns in the Australian stock market
December 1990 to November 2008^
Investing in AHL
Investors looking to diversify their investment from traditional managed funds by utilising managed futures would do well to consider investing either directly into the AHL Fund Ltd or through one of the OMIP products that are launched 2-3 times a year.
Man AHL Diversified (AUD) Ltd (3% Rebate)
As a result of investor and adviser demand, Man launched the AHL Fund Ltd in 2007. Unlike the OMIP products that Man are renowned for, the AHL Fund Ltd invests directly into AHL Diversified Program (a managed futures program) without the in-built capital guarantee.
We note that the weekly pricing of the fund versus the monthly pricing within OM-IP funds is more beneficial to investors. 2008 is a prime example of where the benefit of the fund’s weekly pricing and rebalancing could be seen. Investors received over 35% in investment returns versus 25% in the AHL Diversified Program within the OM-IP structures.
There is a further added in benefit in that this fund is open ended, ie since there is no capital guarantee, no fixed term period is required.
Rebate Offer: 3% Rebate
Minimum Investment: $20,000
Disclosure:
Wealth Focus will rebate 100% of the 3% sales commission. Wealth Focus will receive a trailing commission of up to 0.5%p.a. This trailing commission is paid by the manager and is NOT an additional charge to the investor.
Documents & Links:
Application/PDS link
AHL Diversified (AUD) Fund Profile
AHL Diversified webpage
Contact Wealth Focus on 1300 559 869 for more information.
Man OMIP AHL (4% Rebate)
Man’s range of OMIP structured products have been the cornerstone of their success here in Australia. OMIP products all have the same things in common:
1. They all have an in-built capital guarantee
2. They all invest in the AHL Diversified Program
3. They all have a specific investment term, usually around the 10 year mark
4. Generally have some allocation to another fund to reduce the risk of investing in just AHL.
Open from 2nd Feb – 27th March 09, Man’s current offer, OMIP AHL differs in that it is simply AHL with a 10 year capital guarantee.
Furthermore, the capital guarantee means that investors looking to borrow to invest can borrow up to 100% (55% for SMSFs). Contact us on 1300 559 869 for details of interest rates offered.
We covered Capital Guaranteed investments in detail in our November Newsletter including how to compare the structures available in the market and had featured OMIP as one of our favoured structures.
Investors not familiar with capital protected products can download a copy of our guide to capital protected products here.
Rebate Offer: 4% Rebate
Minimum Investment: $5,000
Disclosure:
Wealth Focus will rebate 100% of the 4% sales commission. Wealth Focus will receive a trailing commission of 0.5%p.a. after the second year of the investment. This trailing commission is paid by the manager and is NOT an additional charge to the investor.
Documents & Links:
Application/PDS link
OM-IP AHL Factsheet
OM-IP AHL webpage
Contact Wealth Focus on 1300 559 869 for more information.
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