UBS HINDSIGHT PIP SERIES 1 – AUSTRALIAN EQUITIES
| Fee Rebate | - |
| Min Investment | $20,000 |
| Expected Close | 26/03/2010 |
| UBS Hindsight PIP – Series 1 is a 90% capital protected investment with a 6 monthly profit lock in facility linked to the performance of the S&P ASX 200 Accumulation Index. |
| Key features and benefits |
| Capital Growth Potential – Hindsight PIP Series 1 will entitle investors to a participation rate of 100% of the growth of the reference indexReference Index – The reference index for this product is the Dragged Referencce Index, the S&P/ASX 200 Accumulation Index minus 5%pa.90% Capital Protection – UBS provide capital protection to ensure that investors will receive a minimum of 90% of their initial investment at maturity, regardless of investment performance.Ongoing Profit Lock In – Investors benefit from a profit lock in at 6 monthly intervals, equal to High Water Mark (HWM) participation rate (set at issue date at betweeen 80-100%) and the rise in the reference index.
Benefit from highest return – At maturity, the “look back” feature provides investors with the highest of the return of the reference index at maturity or HWM profit lock in. Early call feature – Should the Dragged Reference Index rises by more than 50% over the first 2.5 years the Hidsight PIP Series 1 will mature. |
What do we get paid?
Wealth Focus gets paid 2.2% comission of the initial amount invested into UBS Hindsight PIP Series 1. Wealth Focus may receive a trailing commission of up to 0.275% pa of the value of the investment. These commissions are paid by the fund manager and are NOT an additional charge to the investor.
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