Structured products
Through Perpetual's structured products you can build an investment portfolio that’s geared for growth, with in-built capital protection and no margin calls.- What are structured products?
- Key benefits of structured products
- Who might structured products be suitable for?
Perpetual Protected Investments
Previous offer Perpetual Protected Investments - Series 3
This product opened for investment on 26 May 2008 and closed on 27 June 2008.
Participation rates as at 31 July 2008 (file size 121KB)View product information that was made available for investors
Previous offer Perpetual Protected Investments - Series 2
Participation rates as at 31 July 2008 (file size 126KB)Previous offer Perpetual Protected Investments - Series 1
Participation rates as at 31 July 2008 (file size 122KB)
Performance fund updates as at 31 January 2008
What are structured products?
Structured products are products that have been specifically tailored (or structured) by combining shares, bonds, indices or commodities with financial instruments to achieve a specific investment outcome.A common feature of a structured product is the protection of your capital.
Structured products can be an attractive addition to an investor’s portfolio as they are a tailored investment that may offer principal protection, 100% finance and exposure to various investment options.
Key benefits of structured products
Structured products with both capital protection and a 100% investment loan can offer a range of benefits, including:- Potentially higher returns. Capital protected structured products give investors the opportunity to invest in asset classes they may have previously considered too risky. The capital protection provides comfort for investors, allowing them to benefit from the stronger return potential of these asset classes.
Those products that offer a 100% investment loan also provide investors with the potential to accelerate their investment performance. - Peace of mind. The availability of capital protection allows investors to take advantage of potential market highs while being protected from the lows.
- Potential tax advantages. If borrowing to invest, investors may be able to claim a partial or full tax deduction for the interest and fees paid each year.
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- with a high disposable income who want to potentially accelerate their wealth
- looking to begin a wealth accumulation strategy by using 100% gearing to invest in growth assets
- who may have a known, long-term savings goal, such as a home loan deposit or children’s future education expenses
- who need to increase their savings but require capital protection as they move closer to retirement
- looking to access new and alternative asset classes.
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Perpetual Protected Investments - Series 1 fund updates
Below are profiles of each fund within Perpetual Protected Investments - Series 1 as at 31 January 2008.
Each half yearly review contains:
- indicative unit prices, which allows you to calculate the approximate value of your investment (Note: indicative values are an estimated value of $1 invested)
- the historical allocation of fund units, call options and/or cash
- fund commentary and outlook from the fund manager the historical performance of the fund.
(file size 140KB)
Ausbil Australian Active Equity Fund Ausbil Australian Emerging Leaders Fund AXA Wholesale Global Equity Value Fund Colonial First State Wholesale Global Resources Fund Perennial Global Property Trust Perennial Growth Shares Trust Macquarie International Infrastructure Securities Fund Blackrock Global Allocation Fund (Aust) (Class D Units) Perpetual's Wholesale Australian Fund Perpetual's Wholesale International Share Fund PM CAPITAL Absolute Performance Fund T. Rowe Price Global Equity Fund UBS Australian Share Fund
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