|
|
|
|
|
 |
|
| |
|
|
| Rebate Offer |
1.5% (75%) |
| Minimum Initial Investment |
$10,000 |
| Expected Close Date |
CLOSED |
| Description |
The Keystone Funds provide exposure to different assets, markets and return drivers with four investment themes and capital protection if held until maturity*. |
|
The Goldman Sachs JBWere Keystone Funds - Series III have been designed to provide investors with access to progressive investment themes with the security of 100% capital protection at maturity through a NAB Capital Guarantee*. Investors can gain exposure to different assets, markets and return drivers that may be difficult for investors to access directly, with the option of a NAB 100% Investment Loan.
| Goldman Sachs JBWere Food, Feed, Fuel II Keystone Fund |
The Food, Feed, Fuel II Fund provides exposure to a strategy designed to enhance the returns available through a global biofuel index which tracks four agriculture commodities used in biofuel production - corn, wheat, sugar and soyabean oil.
|
| Goldman Sachs JBWere Sustainability Keystone Fund |
The Sustainability Fund provides exposure to environmentally responsible investment strategies through an underlying investment theme that provides diversified, liquid exposure to 30 of the largest publicly listed companies operating in ecology-related industries, including clean energy production, water utilities and infrastructure, timber, environmental services and waste management. |
| Goldman Sachs JBWere Global Equity Hindsight Keystone Fund |
The Global Equity Hindsight Fund provides exposure to a selection of global equity markets with a higher allocation to the better performing markets. The Fund provides exposure, via a selection of indices, to the United States, Europe and Asia regions. |
| Goldman Sachs JBWere Commodity Hindsight Keystone Fund |
The Commodity Hindsight Fund provides exposure to a selection of popular global commodity sectors with a higher allocation to the better performing sectors. The Fund provides exposure, via a selection of indices, to the energy, industrial metals and agriculture commodity sectors. |
Lonsec has given the Keystone Funds - Series III a rating of "Recommended".
*The National Australia Bank (NAB) Capital Guarantee is subject to the terms referred to in 'About the NAB Capital Guarantee' on page 18 of the Product Disclosure Statement. The units are not deposits or other liabilities of National Australia Bank. National Australia Bank does not guarantee the performance of the Keystone Funds.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 1.5% of the 2.0% (excl GST) upfront commission on investments in the Keystone Funds - Series III in the form of a cheque. 2020 DIRECTINVEST will retain 0.5% to cover the costs of marketing, postage & handling and administration of this fund. If the investor applies for the investment loan, 2020 DIRECTINVEST will receive a trailing commission of 0.5%pa based on the loan balance. This trailing commission is payable by Goldman Sachs JBWere and is NOT an additional charge to the investor. |
 Goldman Sachs JBWere Keystone Funds - Series III Fund Profile |
|
|
|
|
|
|
| Margin Lending | Access a margin loan with an interest rate discount that lasts for the life of the loan. more info
|
| Keystone Funds | Access the 2008 series of Keystone Funds from Goldman Sachs JBWere, as well as other investment funds.
|
|