|
|
|
|
|
 |
 |
| |
|
|
| Rebate Offer |
3.00% (100%) |
| Minimum Initial Investment |
$10,000 |
| Expected Close Date |
CLOSED |
| Description |
The ANZ Discovery Asia Fund is an absolute return fund offering investors exposure to Asian economies with 100% capital protection and 100% loan facility. |
|
The ANZ Discovery Asia Fund is a fund of hedge funds that seeks to provide investors with greater exposure to Asian equity markets. Investors will benefit from the security of 100% capital protection at maturity and ANZ will provide approved applicants a loan for 100% of the application amount.
The Fund will have leveraged exposure to Class B shares in the Lighthouse Asian Strategies Fund (Underlying Fund). The Underlying Fund is a diversified fund of Asian focused absolute return funds managed by Lighthouse Investment Partners LLC.
Key Benefits:
- Diversification - access to 20 – 25 Asian specialist managers
- Exposure to the potential growth of Asia - one of the world’s fastest growing economic regions
- Capital protection - ANZ employs the Dynamic Management process to provide investors with 100% capital protection at maturity
- Finance - 100% investment loan available for approved applications
- Access to the Underlying Fund - Leveraged exposure not widely available to the Australian public.
Investors in the ANZ Discovery Asia Fund may choose from three investment options
- Subscribe to units only
- Subscribe to units only and purchase a Put Option to obtain capital protection
- Subscribe to units and apply for a loan 100% of the application amount (you will be required to purchase a Put Option)
Minimum Investments:
- Application without loan facility: $10,000
- Application with 100% loan facility: $50,000
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 3.0% entry fee on the ANZ Discovery Asia Fund as additional units. 2020 DIRECTINVEST will also rebate 100% of the 0.45% upfront commission on the HFA ANZ Discovery Asia Fund Investment Loan in the form of a rebate cheque. 2020 DIRECTINVEST may receive a 0.225% pa trailing commission on the investment total and 0.50% trailing commission pa on the loan balance. This is paid by the fund manager and is NOT an additional charge to the investor. |
Product Brochure | Financial Services Guide |
|
|
|
|
|
|
| Travel Insurance | Annual business travel insurance for as little as $381.50. Unlimited domestic and international trips. more info
|
| ANZ Discovery Asia | Access the ANZ Discovery Asia Fund and other latest offer investment funds through 2020 DIRECTINVEST.
|
|