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Instreet Link
ARC |
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Rebate |
1% (incl GST) |
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Closing Date |
CLOSED |
| Minimum
Investment |
$2,950.00 |
|
Research |
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Lonsec |
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Make a
strategic investment to access
Absolute
Returns from
Commodities
in many market conditions.
Instreet
Link Absolute Returns from Commodities (ARC) offers
an investment solution for many market conditions.
Through specialised research and development,
Instreet has identified an index that has the
potential to perform in bull, bear and sideways
markets. For a relatively small one off up-front
payment, investors have access to absolute returns
from commodities, with known downside risk.
ARC is an investment in a Deferred Purchase
Agreement (DPA).
Benefits and Features
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à |
Potential to access Absolute Returns from Commodities in most market conditions |
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Average Annual Performance 15.3%p.a. (Since Oct 97) |
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One off upfront payment which is a fraction of the size of the Notional Exposure
of the investment. |
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Annual payment of gains:
- Coupon payment end of year 1.
- DPA payment end of year 2. |
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The maximum loss is the one off upfront payment. |
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The
Absolute Return Commodities Index
The Absolute Return Commodities Index is the Risk
Stabilised Aquantum Pegasus Strategy Index. This is
a commodity market-neutral index linked to the
performance of a quantitative exchange traded
commodities strategy. Utilising mathematical and
statistical techniques, Aquantum has developed an
innovative set of rules that aims to generate
consistent positive returns with low volatility, in
a range of market conditions.
An
investment in the Instreet ARC DPA may suit you if
you:
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Seek exposure to absolute returns for a cost which is a fraction of your notional exposure (eg, $11,800 for $100,000
exposure for 2 years). |
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Intend to buy and hold for a term of 2 years. |
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Want an investment with a defined outcome on the downside, where losses are limited to your initial investment. |
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Want an investment with a defined outcome on the downside, where losses are limited to your initial investment. |
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Seek an investment which can be used to diversify their investment portfolio with exposure to an asset class that
can perform in many market conditions. |
|
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Seek an investment which can be used to diversify their investment portfolio with exposure to an asset class that
can perform in many market conditions. |
Performance Chart
S&P ASX200 Price Index comparison with Risk
Stabilised Aquantum Pegasus Index.
 |
This
history has been provided to enable Investors to
view the simulated returns for the date specified in
the chart. Investors should note that simulated
performance is not a reliable indicator of future
performance. |
Example of how Instreet Link ARC may work
The tables below are examples only that are provided
to illustrate how the investment strategy may
perform in different market conditions. They are
based on an investor initial investment of $11,800.
|
Year |
Index |
Payment
on Notional |
Return on
Initial Investment |
Example 1 |
|
0 |
500 |
|
|
|
1 |
575 |
$15,000 |
27% |
|
2 |
661 |
$15,000 |
127% |
Example 2 |
|
0 |
500 |
|
|
|
1 |
375 |
$0 |
0% |
|
2 |
400 |
$20,000 |
69% |
Example 3 |
|
0 |
500 |
|
|
|
1 |
375 |
$0 |
0% |
|
2 |
350 |
$0 |
-100% |
Example 4 |
|
0 |
500 |
|
|
|
1 |
600 |
$20,000 |
69% |
|
2 |
575 |
$0 |
0% |
How to apply
Before investing in the Instreet Link ARC DPA, it is
important that investors read and understand the
terms and investment risks set out in the Product
Disclosure Statement (PDS). Please download the PDS
above.
If, after you have read the PDS, you decide to apply
for Units, please complete and return the
Application Form attached to the PDS. Payments can
be made by EFT, cheque or you can elect to direct
debit your account.
Important Notice
Presentation:
This document has
been prepared by Instreet Investment Limited ACN 128
813 016 (Instreet), an Authorised
Representative of EA Financial, LP ACN 971 745 471,
AFSL 246801, and is current as at 14 October 2009.
Instreet is the distribution manager for the
Instreet Link ARC Deferred Purchase Agreements (Instreet
LINK ARC DPA).
Issuer and PDS: Although RBS Group
(Australia) Pty Ltd ABN 78 000 862 797, AFSL 247013
(Issuer) has consented to the inclusion of its name
in this document, this document is not prepared or
issued by the Issuer or any of its affiliates.
Neither the Issuer nor any of its affiliates makes
any representation or warranty, express or implied,
regarding the investment performance of the Instreet
Link ARC DPA, the suitability of the Instreet Link
ARC DPA for any investor, or the accuracy,
completeness or adequacy of information in this
document. Neither the Issuer nor any of its
affiliates accepts any liability in connection with
these matters.
In respect of each item of Marketing Information
which includes Issuer’s Intellectual Property:
The logo is a service mark of RBS Group (Australia)
Pty Ltd and/or its affiliates and are used by the
Instreet Investment Limited under licence."
The issue is structured by Link Capital Investments
Pty Ltd ACN 138 072 429, AFSL 246801 (Link
Capital) has consented to the inclusion of its
name in this document. Neither Link Capital nor any
of its affiliates makes any representation or
warranty, express or implied, regarding the
investment performance of the Instreet Link ARC DPA,
the suitability of the Instreet Link ARC DPA for any
investor, or the accuracy, completeness or adequacy
of information in this document. Neither Link
Capital nor any of its affiliates accepts any
liability in connection with these matters. The
Instreet LINK ARC DPA is offered in a product
disclosure statement dated on or around the 1
November 2009 (PDS). The PDS is available
above. In deciding whether to acquire or continue to
hold and investment investors should obtain the PDS
and consider its contents.
The information in this document has not been
prepared or reviewed by the Issuer, Link Capital or
any of their respective affiliates. None of the
Issuer, Link Capital or any of their respective
affiliates makes any statement in this presentation,
nor do they make any representation or warranty, or
accept any responsibility or liability, to any party
in relation to any whole or part of such
information.
General advice warning: The
information contained in this document is general
information only and has been prepared for
distribution to financial advisers. It has been
prepared without taking account any potential
investors’ financial situation, objectives or needs
and the appropriateness of this information needs to
be considered in that context. Advisers must form
their own views on whether the Instreet LINK ARC DPA
is appropriate after considering their clients’
objectives, financial situation and needs. We
recommend you seek your own legal and taxation
advice.
This presentation may not be passed on to retail
clients unless it forms part of the adviser’s advice
to the client. Any statements contained here are
general only and do not take into account your
needs, objectives, financial circumstances, or
investment preferences and are not intended to
constitute advice.
No responsibility or liability is accepted by
Instreet or any third party who has contributed to
this document for any of the information contained
herein or for any action taken by you or any of your
officers, employees, agents or associates.
Past performance: Past performance is not a
reliable indicator of future performance.
Performance: The returns are based on the
increase on the Risk Stabilised Aquantum Pegasus
Strategy Index over the specified month. The
simulated performance uses the historical values of
the Risk Stabilised Aquantum Pegasus Strategy Index
(USD) as published by Bloomberg. Investors should
note that in calculating the simulated returns, they
have been calculated based on back-testing using
historical data of the Underlying Index from the
period of 6 October 1997 until 6 September 2009. All
fees, costs and charges of the Underlying Index have
been taken into account when calculating the
simulated returns. In addition, the simulation
assumes that the Reference Index was not terminated
by the Reference Index Calculation Agent and where
there was a Market Disruption Event or other event
which prevented the publishing of a Reference Index
Value, the Issuer has used a level on the following
Business Day. |
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Simply download an Investment
Brochure/PDS above. It’s that easy! |
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