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Latest Featured Funds & Discount Investments

Please find below a list of our Latest Investment Offers. Many of these offers are for our featured funds and have an additional special offer for a limited period so please visit this page regularly for the latest additions or subscribe to the Funds Focus newsletter and special offers emails.

Capital Protected & Structured Products Archive Fee Rebate Min Investment Expected Close
ANZ Asia Discovery Fund 3.0% (100%) $10,000 13/06/2008
INstreet Reliance Funds No Entry Fee $5,000 31/12/2010
NAB Re-Strike No loan establishment fee $16,000 31/12/2010
INstreet Link Series XVI – XVIII 0.75% $25,000 30/09/2010
Man OM-IP AHL 2010 4% $5,000 31/12/2010
NAB Re-Strike Offer Series 5-6 31/07/2010
Instreet Mast ASX 200 – Rebate Offer 0.5% (25%) $25,000 10/12/2010
Citigroup Alpha Results Series 8 - $20,000
INstreet Mast Series 4 ASX 200 1% (50%) $25,000 31/12/2010
Personal Choice Private Series – Structured Product $10,000 31/12/2010
RBS Self Funding Instalments
Obtain geared exposure to ASX listed shares, while still receiving the FULL benefits of share ownership and franking credits.
01/12/2014
INstreet Yield
Fixed income of up to 11%pa and the added security of conditional capital protection2 - Linked to Australia's 4 leading banks
0.5% (25%) $10,000 31/07/2012
Macquarie Flexi 100 – June 2012 2% (100%) $25,000 30/06/2012
Man Series 8 OM-IP 220 2.7% (90%) $5,000 15/06/2012
CBA – Vantage+ Series 2 No Entry Fee $25,000 (Notional) 30/03/2012
Macquarie Flexi 100 November 2011 2% (100%) $25,000 23/11/2011
Macquarie Flexi 100 June 2011 2% (100%) $25,000 30/06/2011
UBS Goals+ Series 12, 13 &14 - $10,000 08/06/2011
Instreet Income Instalments I3
INstreet Income Instalments I<sup>3</sup> (Rebate offer). Earn more income from Australian Shares
04/05/2011
Man OM-IP Global 3.8% (95%) $5,000 21/04/2011
INstreet Mast ARC Series 2 1% (50%) $25,000 08/04/2011
INstreet Mast 5 – ARC (Commodities) 2% (100%) $25,000 08/04/2011
INstreet Link – ASX 200, Asia 50 & ARC (Commodities Index) 0.5% (25%) $3,725 08/04/2011
Deustche Bank – Alpha Results Income Series - $20,000 18/02/2011
HSBC 100+ Series – Emerging Markets Outperformance Investment 1% $20,000 18/03/2011
Macquarie Flexi 100 – March 2011 2% (100%) $25,000 18/03/2011
HSBC 100+ Emerging Markets Outperformance Investment 2.4% $10,000 18/03/2011
CBA Capital Series – Protect 120 Up to 2% $10,000 10/12/2010
Citibank – Alpha Results Series 8 03/12/2010
Macquarie Flexi 100 – November 2010 2% (100%) $25,000 19/11/2010
Instreet Mast ASX 200 offer 2 $10,000 10/12/2010
Instreet Mast ASX 200 offer 0.5% (25%) $25,000 10/12/2010
HSBC 100+ China Region Investment Up to 2% $20,000 29/10/2010
HSBC 100+ China Investment 1% $20,000 29/10/2010
UBS PERLES+ Series 15&16 – Australian Equities - $25,000 10/09/2010
Citibank – Alpha Results Series 7 - $20,000 17/09/2010
Citibank – Alpha Results Series 6 - $20,000 13/08/2010
Macquarie Flexi 100 – Oct 2009 No loan establishment fee $25,000 30/06/2010
Perpetual Protected Investments – Series 4 1% (50%) $50,000 18/06/2010
Navra Asia Pacific Growth Fund – Series 2 1% $25,000 15/06/2010
Citibank – Alpha Results Series 5 No Adviser Fee $20,000 11/06/2010
INstreet Link ARC Series 3 0.75% of notional exposure $2,950 ($25k notional) 30/06/2010
Macquarie Fusion Funds (June 10) No Entry Fee $50,000 30/06/2010
Macquarie Gateway Trust 2% $20,000 30/06/2010
INstreet Mast ARC No loan establishment fee $25,000 30/06/2010
INstreet Link Series XVI-XVIII 0.5% $25,000 30/09/2010
Westpac Maximiser 04/06/2010
INstreet Link ARC 2 $10,000 16/04/2010
INstreet Link ARC 2
INstreet Link DS 0.25% of notional exposure $2,200 ($25k notional) 31/05/2010
INstreet Link ARC Series 2 0.75% of notional exposure $2,950 ($25k notional) 16/04/2010
Navra Asia Pacific Growth Fund – Series 1 1% $25,000 23/04/2010
Citibank – Alpha Results 2010 No Adviser Fee $20,000 09/04/2010
Man Investments OMIP Eclipse 2010 4% $5,000 26/03/2010
CBA Capital Series OzAsia Up to 2% $10,000 19/03/2010
UBS Hindsight PIP Series 1 – Australian Equities - $20,000 26/03/2010
Macquarie Deposit Plus Access 200 05/02/2010
INstreet Link ARC $10,000 14/12/2009
OM-IP Eclipse $10,000 26/03/2010
INstreet Link ARC Series 2 $10,000 28/02/2010
Macquarie Fusion Funds (Nov 09) 1.0% (100%) NIL 08/12/2009
Instreet Link ARC 0.75% of notional exposure $2,950 ($25k notional) 11/12/2009
Man OMIP 3AHL 4% $5,000 20/11/2009
OMIP 3AHL $10,000 20/11/2009
NAB ASX 200 Choices Up to 2% $10,000 23/10/2009
CBA Capital Series Trio Up to 2% $10,000 23/10/2009
JP Morgan ASX 20+ Series 3 1% $30,000 30/10/2009
CBA – Capital Series Trio 2% Rebate $10,000
Man OMIP 2AHL 4% (100%) $5,000 10/07/2009
NAB ASX 200 Index Investment (Capital Guaranteed Investment) Up to 2% (100%) $10,000 25/06/2009
Macquarie Fusion Funds (June 09) Up to 1% (100%) $50,000 30/06/2009
Capital Series Australia II Up to 2% (100%) $10,000 15/04/2009
OM-IP AHL (Capital Guaranteed Investment) 4% (100%) $5,000 27/03/2009
Credit Suisse Performance Plus Series Up to 1.5% $20,000 20/03/2009
Macquarie Fusion Funds (Nov 08) 1.0% (100%) NIL 28/11/2008
Man OM-IP 220 2008 4.0% (100%) $5,000 28/11/2008
Man OM-IP Essential 4.0% (100%) $5,000 15/08/2008
Perpetual Series 3 2.2% (100%) plus 0.15% ongoing $25,000 27/06/2008
Managed Funds Archive Fee Rebate Min Investment Expected Close
Macquarie Property Income Fund No Entry Fee $10,000 30/11/2008
Cromwell Property Fund 4.0% (100%) $10,000 30/06/2008
Vianova Strategic Fixed Interest Trust 4.1% (100%) $1,000 31/12/2010
Man Investments AHL Diversified Fund
Gain direct access the core underlying investment strategy used in all the Man OM-IP series without the capital protection.
No Entry Fee $20,000 20/07/2013
BlackRock Asset Allocation Alpha (AAA) Fund
A global fund of managed futures funds with an individual manager overlay for asset allocation.
No Entry Fee $1,000 30/06/2008
Man Investments AHL Gold (AUD) fund
Gain direct access to the core investment strategy of all the Man OM-IP series without the cost of capital protection and the added benefit of exposure to an investment in gold.
No Entry Fee $20,000 10/02/2015
HSBC 100+ series – International Investment 03/12/2010
Deutsche Bank – Alpha Boost ASX 200 05/11/2010
CBA Capital Series Aussie Blue Chips 01/10/2010
AHL Gold Fund 3.0% (100%) $10,000 31/12/2014
Cromwell Riverpark Trust 2% (50%) $10,000 31/12/2009
Insurance Archive Min. Premium Notes
Involuntary Unemployment Insurance N/A
IPO Archive Minimum Investment Expected Close
CBA Perls XI Capital Notes $10,000 17/12/2018
Bank of Queensland Capital Notes (ASX:BOQPE) $10,000 28/11/2017
VGI Global Investments Limited (ASX Code: VG1) – IPO $20,000 28/09/2017
Plato Income Maximiser Limited (ASX Code: PL8) – IPO $20,000 05/05/2017
NAB Subordinated Notes II (NABPE) $10,000 21/03/2017
ANZ Capital Notes 4 (ANZPG) $10,000 30/09/2016
Mercantile Notes – 8% Fixed Rate Note $10,000 22/06/2016
Westpac Capital Notes 4 $10,000 30/06/2016
NAB Capital Notes 2 (NABPD) $10,000 07/07/2016
WAM Leaders Fund $10,000 30/05/2016
Peet Bonds $20,000 07/06/2016
CBA Perls VIII Capital Notes $10,000 16/03/2016
Macquarie Group Capital Notes 2 01/03/2016
Westpac Capital Notes 3 $10,000 20/08/2015
Bendigo & Adelaide Bank CPS3 $10,000 16/05/2015
Crown Subordinated Notes II $10,000 14/04/2015
NAB Capital Notes $10,000 12/03/2015
ANZ Capital Notes 3 $10,000 16/02/2015
Medibank Private Ltd $20,000 18/11/2014
Bendigo & Adelaide Bank CPS2 $10,000 23/09/2014
CBA Perls VII Capital Notes $10,000 18/09/2014
PM Capital Asian Opportunities Fund $10,000 14/05/2014
Acorn Capital Investments Fund $10,000 22/04/2014
Sandon Capital Investments Limited $10,000 14/12/2013
PM Capital Global Opportunities Fund $10,000 09/12/2013
NAB Convertible Preference Shares II 05/12/2013
ANZ Capital Notes $10,000 24/07/2013
Macquarie Group Capital Notes $10,000 11/06/2013
Suncorp Subordinated Notes 01/05/2013
NAB Convertible Preference Shares 07/03/2013
Westpac Capital Notes $10,000 21/02/2013
MYOB Subordinated Notes $10,000 19/12/2012
Bank of Queensland CPS 05/12/2012
Suncorp CPS2 $10,000 17/10/2012
Bendigo & Adelaide Bank CPS 17/10/2012
CBA Perls VI Capital Notes $10,000 25/09/2012
APA Group Subordinated Notes $10,000 23/08/2012
Westpac Subordinated Notes $10,000 13/08/2012
Whitefield Convertible Resettable Preference Shares $50,000 09/07/2012
SEEK Subordinated Notes $10,000 24/06/2012
Tatts Bonds $10,000 20/06/2012
Heritage Bank Retail Bonds $10,000 07/06/2012
IAG Convertible Preference Shares $10,000 14/04/2016
AGL Energy Subordinated Notes $10,000 23/03/2012
Colonial Group Subordinated Notes $10,000 15/03/2012
ANZ Subordinated Notes $10,000 14/03/2012
Westpac Convertible Preference Shares $10,000 08/03/2012
AFIC Notes $10,000 11/12/2011
Woolworths Notes II $10,000 23/11/2011
ANZ CPS3 $10,000 13/09/2011
Bendigo and Adelaide Bank Retail Bonds Series 1 $5,000 29/03/2011
Healthscope Loan Notes $10,000 10/12/2010
CBA CommBank Retail Bond Series 1 $10,000 27/11/2010
QR National $10,000 21/11/2010
ALE Loan Notes 2 $10,000 29/04/2010
ANZ Convertible Preference Securities 2 $10,000 16/12/2009
Kathmandu Share Offer $10,000 09/11/2009
CBA Perls V $5,000 14/10/2009
Tax Effective MIS/Agribusiness Archive Fee Rebate Initial Investment Number of funds
Margin Lending 2016 N/A $200,000
Margin Lending – 2015 Pre-paid offer $20,000
FEA Plantations Forestry Agribusiness 8.0% (100%) $3,465
Willmott Forests 2009 Premium Forestry Blend 8.5% $5,000
Gunns Woodlot Project 2009 8.0% $7,480
Rewards Premium Timber Project 2009 8.0% $6,050
Rewards Group Timber Project 2010 8.0% $6,050
FEA Plantations Project 2009 8.0% $3,450
Willmott Forests 2010 Premium Forestry Blend 8.0% $5,000
Macquarie Forestry Investment 2010 7% $9,280
Macquarie 2009 Almond Project (Late Growers) 7% $9,300
Arafura Australian Pearls 6.4% $13,800
WA Blue Gum Project 2011 7% (70%) $16,500
TFS Sandalwood Project 2011 3.5% (70%) $13,750
Macquarie Forestry Investment 2011 7% (70%) $10,340
Macquarie 2011 Almond Investment 7% (70%) $8,910
AIL Almond Orchard Project 2011 7% (70%) $9,600
TFS Sandalwood Project 2012 3.5% (70%) $6,875
Margin Lending – 2012 Pre-paid offer $10,000
Investment Platforms (wraps & master trusts) Archive Initial Investment Number of funds
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