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| Rebate Offer |
3.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
CLOSED |
| Description |
HFA Octane Five provides investors with the opportunity to take advantage of the changing face of global markets with the security of capital protection. |
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The HFA Octane Five, offered by HFA Asset Management, seeks to provide Investors with leveraged exposure to a diversified portfolio of equity long/short absolute return fund managers.
Investors will receive the benefits of:
| Leveraged Exposure |
Leveraged exposure to returns generated by the Underlying Fund (via the Notes), which are not widely available to the Australian investing public. |
| Diversification |
Diversification within the Underlying Fund, across geographies, investment styles and managers, with potentially lower exposure to global equity market risk than traditional global equity investments.
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Long/Short Strategies
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The underlying managers in the Underlying Fund operating long/short equity investment strategies, that have the potential to generate returns in both rising and falling markets, by taking both long and short equity positions. Given the current instability in financial markets, this may result in the Underlying fund producing stronger performance relative to traditional equity investment managers. |
Loan Facility
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The ability to borrow 100% of the investment amount from UBS Australia through an optional interest only loan. The minimum loan amount is $50,000.
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Constant Proportion Portfolio Technique
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Through the Constant Proportion Portfolio Technique (CPPT), the potential for capital preservation through the operation of CPPT if the Units are held to the scheduled Maturity Date other than an Early Termination Date (there is no guarantee that CPPT will acheive this objective). |
Capital Protection
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The ability to protect invested capital, as at the scheduled Maturity Date, through the purchase of a Put Option from UBS Australia, subject to there being no early termination of the Put Option. |
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 3% contribution fee on investments in HFA Octane Five as additional units. 2020 DIRECTINVEST will also rebate 100% of the 1.0% loan establishment fee on the loan amount in the form of a rebate cheque. 2020 DIRECTINVEST may receive a 0.225% pa trailing commission on the investment total and 0.454% trailing commission pa on the loan balance. This is paid by HFA Asset Management and is NOT an additional charge to the investor. |
 HFA Octane Five Fund Summary |
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| Managing Funds | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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| HFA Octane Five | Access HFA Octane 5 and other latest offer investment funds with upfront commission rebates.
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