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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
CLOSED |
| Description |
Man OM-IP 3AHL will access over 170 international markets while providing the security of a capital guarantee from Westpac+. |
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Recent months have seen a divergence of opinion on the state of local and global markets. This uncertainty has made it difficult to identify today’s investment opportunities. In such times, investments that have the ability to perform in a variety of market conditions may be used to diversify a traditional investment portfolio.
Man OM-IP 3AHL will access the AHL Diversified Program, an investment strategy with over 18 years of history and a compound annual return of 16.0% p.a. net of all fees since inception^.
While the future performance of any strategy is unknown, investors in Man OMIP 3AHL will have the security of knowing their initial investment amount will be protected at Maturity with a Capital Guarantee from Westpac+. In addition, the Rising Guarantee will lock-in a portion of profits during the term of the investment provided certain conditions are met.
The AHL Diversified Program is designed to capture opportunities in both rising and falling markets. This computerised managed futures program analyses trends across a broad range of markets, accessing over 170 international markets using a wide range of market instruments and investing across multiple market sectors providing the potential to generate returns in a variety of market conditions.
The chart below shows the past performance of Athena Guaranteed Futures Limited, Man Investments’ longest running capital guaranteed fund accessing the AHL Diversified Program.
Athena Guaranteed Futures Limited vs Australian and global stock market indices
December 1990 to July 2009
Source Page 8 of the Prospectus
Note The chart is expressed in log scale to uniformly illustrate percentage changes each month. It shows an index of the performance of the AHL Diversified Program and shows the actual trading results for Athena Guaranteed Futures Limited, Man Investments’ longest running AHL capital guaranteed fund. The figures have been adjusted to reflect the current fee structure from December 1990 to July 2009. It is not designed to predict the future performance of the AHL Diversified Program or Man OMIP 3AHL. Performance figures are calculated net of all fees as at 31 July 2009. Past performance is not a reliable indicator of future performance.
Strategic investments such as Man OM-IP AHL may benefit investors who seek:
- Investments that aim to generate medium to long term capital growth* in both rising and falling markets.
- To guarantee their initial investment amount at the Maturity Date+.
- An international investment that may diversify a traditional investment portfolio of stocks, property and bonds.
- Access to an investment strategy with a strong performance history^.
- To invest with the Man Group, one of the world’s largest alternative investment managers.
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Past performance is not a reliable indicator of future performance. Performance figures are calculated net of all fees as at 31 July 2009. |
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The aim to generate medium to long term capital growth is based on the past performance of the AHL Diversified Program (see Section 2 of the Prospectus). Past performance is not a reliable indicator of future performance. |
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Subject to the terms of the Westpac Guarantee as described in Section 5 and set out in Appendix A of the Prospectus. Investors should consider the key risks set out in Section 4 of the Prospectus under the headings ‘Westpac Guarantee’ and ‘Early redemption’.
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The Prospectus has been lodged with the Australian Securities & Investments Commission. Offers of Shares will be made in the Prospectus issued by Man OM-IP 3AHL Limited dated 19 August 2009. Terms capitalised and used on this website have the same meaning as in the Prospectus. Man OM-IP 3AHL Limited is a new company with no actual trading history. |
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The Shares are not deposits or other liabilities of Westpac or its subsidiaries and neither Westpac, its subsidiaries, the Man Group nor the Directors guarantees the performance of the Company. Neither the Company nor the Man Group is a member of the Westpac group. Investment in the Shares is subject to investment risk, including possible delays in payment and, except as provided in the Westpac Guarantee, loss of income and principal invested. Westpac does not in any way stand behind the capital value or performance of the Shares orthe investments made by the Company, except as provided in the Westpac Guarantee. |
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% upfront commission received on investments in Man OMIP AHL Limited in the form of a cheque. 2020 DIRECTINVEST may receive a trailing commission of up to 0.50% pa commencing in the second year. This trailing commission is paid by Man Investments and is NOT an additional charge to the investor. |
 Man OM-IP 3AHL Flyer |
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| Man OM-IP AHL | Invest in managed funds with commission rebates, including Man OMIP AHL.
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| Man AHL Diversified (AUD) | Man Investments Australia also offers the ongoing Man AHL Diversified (AUD) fund.
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