A high return with a capital guarantee
Deatils of the capital guaranteed OM-IP Strategy which is designed to deliver high returns.
Friday, June 11th 1999, 12:00AM
OM-IP Strategic Ltd is a new fund which aims to build upon the success of a capital guaranteed investment which has returned 21.7%pa* since December 1990. This aim may seem overly ambitious, but not when you examine the facts.
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Since December 1990 |
21.7%pa* |
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Last 5 years |
25.7%pa* |
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Last 3 years |
33.1%pa* |
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Last 12 months |
27.1%pa* |
THE TABLE SHOWS HISTORICAL PERFORMANCE OF THE AHL DIVERSIFIED PROGRAM - THE CORE INVESTMENT FOR THE NEW OM-IP STRATEGIC FUND
1. AN INTERNATIONAL SUCCESS
Since the launch of the first IP fund in December 1996, the IP series of funds have been an international success. They were described as a new generation of guaranteed funds in the international press and received subscriptions for over US$1billion internationally and A$260 million in Australia and New Zealand.
2. THE CORE INVESTMENT
The core investment of the new OM-IP Strategic fund is the AHL Diversified Program, managed by ED&F Man in London. This program seeks to profit from price movements in both rising and falling markets.
It trades in more than 80 international markets 24 hours a day and has produced a compound annual return of 21.7%* since being traded by ED&F Man's first capital guaranteed fund in December.
3. A$1.00 SHARE GIVES YOU $1.50 IN INVESTMENT POWER
For every A$1.00 invested a credit facility providing another 50 cents will be used to increase profit potential. This will enable an initial amount of A$1.50 to be invested in the core AHL investment and the ED&F Man Strategic Portfolio.
4. THE ED &F MAN STRATEGIC PORTFOLIO
This second investment in the ED & F Man Strategic Portfolio has been specifically designed to complement the core AHL investment. It accesses the expertise of other specialised international fund managers who use different trading strategies and approaches to invest on world equity, financial and commodity markets. The combination of these two complementary investments is designed to build upon the profit potential of the core AHL investment and reduce volatility of returns by spreading risk over a wider range of international markets and specialised investment strategies.
5. THE WESTPAC GUARANTEE
The Westpac Guarantee+ consists of a capital guarantee which ensures investors will receive a minimum of A$1.00 for each share they hold on the maturity date (30 June 2008). As an added benefit you'll receive a rising guarantee which locks in a portion of trading profits so that the Westpac Guarantee on the maturity date will increase by an amount equal to 50% of any net trading profits (after making good any prior years losses) generated each financial year.
6. SALE OF SHARES
Shares can be sold to Ord Minnett on the first business day of each month, at the price and subject to the conditions outlined in the prospectus.
7. THE PEOPLE BEHIND THE INVESTMENT
The issue is sponsored by a subsidiary of the Ord Minnett Group, one of Australia's leading investment and advisory houses. The investment manager is part of the ED&F Man Croup, one of the world's largest international trading and financial service groups, founded in 1783. The capital guarantee and rising guarantee are provided by Westpac Banking Corporation, one of Australia's longest established and most respected banking groups. The Westpac Guarantee is unsecured and therefore not supported by a charge over the assets of Westpac.
8. APPLICATIONS CLOSE AT 5 PM ON 9/7/99
To invest you need to apply for a minimum of 5,000 Shares at A$1.00 each. There is no additional entry fee. A copy of the Prospectus and the Investment Statement may be obtained from Ord Minnett or your financial adviser Applications close at 5.00pm on 9 July 1999**.
For more information call Roger Barley at Ord Minnett phone 04-4950377, 0800 742 737 or send an email
*Past performance is no guarantee of future results. Represented by actual trading results of Athena Guaranteed Futures Ltd adjusted for current guaranteed fee structure. The figures represent trading results to 31 March 1999 adjusted for current leverage and fee levels as set out in the Prospectus.
+Subject to the terms of the Westpac Guarantee outlined in the Prospectus. Westpac's involvement in this issue is limited to providing the Westpac Guarantee and custodian services to the Company. It does not guarantee the performance of the Company.
** Subject to the discretion of the Directors.
This advertisement is published by OM-IP Strategic Ltd.
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