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The Credit Suisse Global Themes 100 Trusts is an opportunity for investors to take the diversification of their investment portfolio to a global level and gain access to a rapidly changing global economy.
As emerging new world economies develop, there is a rising need to service the industries and businesses created by that growth. The Global Themes 100 Trusts are designed to allow investors to take advantage of the world’s new economic direction and structural changes, which are grouped around three general themes:
- Growth of developing economies
- Asian urbanisation – demand for natural resources, agriculture, property and infrastructure
- Global warming and demand for renewable energy solutions
Investors can make investment decisions with ease and flexibility with a selection of 11 individual Trusts:
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Key features
- Diversification through 11 different global investments with potential for growth
- Capital protection at maturity*
- Flexibility to build a portfolio
- Option to borrow 100% of the investment amount^
- May be suitable for self managed super funds
Lonsec has awarded the Global Themes 100 Trusts with a rating of "Recommended".
*Capital protection is paid to each Trust at maturity, not directly to investors and is subject to conditions. Please see ‘investment risk’ and‘counterparty or credit risk’ in section 8 of the PDS.
^Available to approved applicants during the initial offer period. The Macquarie 100% Investment Loan is offered by Macquarie Bank Limited (ABN 008 583 542, AFS Licence 237502) and is not part of the Global Themes 100 Trusts offer. If you wish to apply for units in Global Themes 100 and you wish to apply to Macquarie Bank Limited for an investment loan you must complete the 100% Investment Loan Finance and Unit application form accompanying the PDS.
Credit Suisse Investments (Australia) Limited ABN 44 119 605 373 (CSIAL or Responsible Entity), Australian Financial services Licence No. 320505 is the responsible entity and issuer of units in each Global Themes 100 Trust (Trust).
Please note: this product disclosure statement has not been stamped with the 2020 DIRECTINVEST adviser details. If you decide to invest, please forward the application along with certified identification forms to our office for the adviser details section to be completed. The application will then be forwarded to the fund manager for processing.
| Fee Disclosure | | 2020 DIRECTINVEST will waive 100% of the 1.1% of the financial adviser commission that would otherwise be payable. No trailing commission is paid on investments in Global Themes 100. For investors who apply with the Macquarie 100% Investment Loan, 2020 DIRECTINVEST will also waive 100% of 1.5% loan establishment fee that would otherwise be payable. 2020 DIRECTINVEST may earn a trailing commission of up to 0.5% on the loan balance. This trailing commission is paid by Macquarie and is not an additional charge to the investor. |
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