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| Rebate Offer |
3.2% (100%) |
| Minimum Initial Investment |
$25,000 |
| Expected Close Date |
Withdrawn |
| Description |
Perpetual Protected Investments - Series 4 is a capital protected investment offer with 100% gearing available. |
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Release of Perpetual Protected Investments - Series 4 delayed
Due to the continuing extreme volatility in global financial markets, Perpetual have decided to delay the release of Perpetual Protected Investments - Series 4 until June 2009.
Perpetual Protected Investments - Series 4 allows investors to build an investment portfolio that can be geared for growth, with in-built capital protection and no margin calls.
The Perpetual Protected Investments – Series 4 allows non-superannuation investors to borrow 100% of the initial investment via the 100% Investment Loan. In addition, investors have the option to borrow and prepay 100% of the interest on the 100% Investment Loan each year. Superannuation investors can borrow to gear their investment by using a Super Investment Loan.
The following are some of the key benefits of Perpetual Protected:
- Capital protection - you can take advantage of potential market highs while being protected from the lows with access to a dynamic management strategy for capital protection.
- No margin calls – the dynamic management strategy means you don’t pay any margin calls
- Diversification – Select from a menu of managed funds across Australian and global equities, as well as other specialist asset classes such as Asian equities, global resources, global property and global infrastructure.
- Manage cashflow - administration fees are paid out of the product, meaning you won't have to find additional money during the protection period, apart from any interest payable on your loans (where you have borrowed to invest) and tax on fund distributions.
- Tax effective structure – You own the units in the funds you select which means any capital gains and/or losses during the protection period in relation to those fund units should be directly attributed to you.
The funds available within Perpetual Protected Investments - Series 4 are:
Australian equity funds
- Ausbil Australian Active Equity Fund
- Ausbil Australian Emerging Leaders Fund
- Perpetual's Wholesale Australian Fund
- Vanguard Australian Share Index
Global equity funds
- AXA Wholesale Global Equity Value Fund
- T Rowe Price Global Equity Fund
- Vanguard International Shares Index Fund (Hedged)
Specialist funds
- Colonial First State Wholesale Global Resources Fund
- Macquarie International Infrastructure Securities Fund
- Platinum Asia Fund
- Premium China Fund
Minimum Investment
The Minimum Loan Amount for Perpetual Protected Investments is $50,000. Loans offered are subject to credit approval.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 2.2% establishment fee as additional units. 2020 DIRECTINVEST will also rebate 100% of the 1.0% upfront commission on the Investment Loan in the form of a rebate cheque. 2020 DIRECTINVEST may receive a 0.59% trailing commission on the loan total. This is paid by the Fund Manager and is NOT an additional charge to the investor. |
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