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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$5,000
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Expected Close Date
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CLOSED
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- Performance: Man OM-IP AHL 2010 aims to generate medium to long-term capital growth* in both rising and falling markets
- Security: protection of the ANZ Guarantee+
- Diversification: low correlation with the performance of traditional assets such as stock, bonds and property^^.
Man OM-IP AHL 2010 is the fourth in Man Investment’s OM-IP series that invest exclusively in the AHL Diversified Program. Man OMIP AHL 2010 aims to generate medium to long term capital growth* regardless of whether the market is rising or falling and provides the security of a capital guarantee from ANZ+.
The AHL Diversified Program
Man Investment’s successful systematic trend following managed futures program aims to identify and take advantage of upward and downward price trends across 200 international markets. The AHL Diversified Program is an investment strategy that has weathered a variety of market conditions over its 19 years of history. Athena Guaranteed Futures Limited, Man Investment’s longest running capital guaranteed fund accessing the AHL Diversified Program has generated a compound annual return of 15.3% pa since inception in December 1990^.
The table below compares the compound annual return of Athena Guaranteed Futures Limited over the last 3, 5 and 10 years against the returns of Australian, Asian and global stock market indices over the same periods.
Athena Guaranteed Futures Limited Comparison##
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Athena Guaranteed Futures Limited
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S&P/ASX 300 (Accum.) Index
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MSCI World (Total Return) Index
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MSCI Asia Pacific (Total Return) Index |
Last 3 years
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9.0% p.a.
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-2.6% p.a.
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-4.9% p.a.
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-2.3% p.a. |
Last 5 years
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8.7% p.a.
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8.0%p.a. |
3.5% p.a.
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7.0% p.a. |
Last 10 years
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11.3% p.a.
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8.9%p.a. |
0.5% p.a.
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1.9% p.a. |
Athena Guaranteed Futures Limited vs Australian and global stock market indices-
December 1990 to March 2010
ANZ Guarantee+
The ANZ Guarantee provides a Capital Guarantee and a Rising Guarantee. It ensures investors the return of their initial investment amount when investments are held to maturity at the Maturity Date. The Rising Guarantee enables the amount guaranteed by ANZ to increase by locking in a portion of the investment's profits, provided certain conditions are met.
Why invest in Man OM-IP AHL 2010?**
Man OM-IP AHL 2010 will invest exclusively in the AHL Diversified Program, an investment strategy that has in the past demonstrated the ability to^^:
- Generate positive returns in a variety of macro-economic conditions.
- Take advantage of upward and downward moving price trends in global markets.
- Recover strongly immediately following periods during which it has been in a drawdown.
Investors may find these features particularly appealing given the uncertainty over whether the global economy is in recovery or on a verge of another crisis.
The investment manager
Man Investments Limited is a member of the Man Group, one of the largest alternative investment managers worldwide. The Man Group provides a broad range of fund to institutional and private investors globally and is known for its performance, innovative product design and investor service.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% upfront commission received on investments in Man OMIP AHL 2010 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. |
+ Subject to the terms of the ANZ Guarantee as described in Section 5 and set out in Appendix A of the Prospectus.
* 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.
^ Past performance is not a reliable indicator of future performance. Performance figures are calculated as at 31 May 2010.
## This table is from page 9 of the Prospectus. It shows the actual trading results for Athena Guaranteed Futures Limited, Man Investments’ longest running AHL capital guaranteed fund, that have been adjusted to reflect the current fee structure from March 2000 to March 2010. It is not designed to predict the future performance of the AHL Diversified Program or Man OMIP AHL 2010. The fees and costs that will apply to an investment in the Company will be in accordance with those set out in Section 7 of the Prospectus and are different from the fees and costs payable by Athena Guaranteed Futures Limited. Performance figures for Athena Guaranteed Futures Limited are calculated net of all fees as at 31 March 2010. Past performance is not a reliable indicator of future performance.
- Source Page 8 of the Prospectus. Note This 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 that have been adjusted to reflect the current fee structure from December 1990 to March 2010. It is not designed to predict the future performance of the AHL Diversified Program or Man OM-IP AHL 2010. The fees and costs that will apply to an investment in the Company will be in accordance with those set out in Section 7 of the Prospectus and are different from the fees and costs payable by Athena Guaranteed Futures Limited. Performance figures are calculated net of all fees as at 31 March 2010. Past performance is not a reliable indicator of future performance.
^^ Past performance is not a reliable indicator of future performance.
** The information in this section is general and not personal advice and may not be suitable for all investors. It does not take into account anyone’s objectives, financial situation or needs so before acting on it consider its appropriateness to your circumstances and seek advice from a licensed financial advisor. Persons considering investing in the Shares should carefully read al of the prospectus before making an investment decision.
Offers of Shares will be made in the Prospectus issued by Man OMIP AHL 2010 Limited dated 14 May 2010 and lodged with the Australian Securities & Investments Commission. Investors wishing to acquire Shares will need to complete the Application Form attached to the Prospectus.
Terms capitalised and used on this website have the same meaning as in the Prospectus. This information has been prepared without taking into account anyone’s objectives, financial situation or needs so before acting on it consider its appropriateness to your circumstances. Persons considering investing in the Shares should carefully read all of the Prospectus before making an investment decision. Man OMIP AHL 2010 Limited is a new company with no actual trading history. US Persons are not eligible to subscribe for shares pursuant to the Prospectus.
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