2. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
Any advice contained in this communication is general only and does not
consider your objectives, financial situation or needs, and you should
consider whether it’s appropriate for you. If you are thinking about acquiring a
financial product, you should consider our Financial Services Guide (FSG) at
www.ozfinancial.com.au and the relevant Product Disclosure Statement (if
there is one available) first.
Past returns do not reflect future returns, and it is also possible to make
significant losses. We employ expert traders and use strategies that
maximise returns and minimise risk. However, there is always a risk of loss
when trading and investing. This is general information, and is not prepared
for your specific investment objectives, financial situation or needs. Consult a
licensed investment adviser before making investment decisions.
OzFinancial Australia Pty Ltd, ABN 36 145 312 232 is a corporate authorised
representative of OzFinancial Pty Ltd, AFSL number 241041.
3. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
Units in Sequoia Launch Units – Series 28 are issued by Sequoia Specialist
Investments Pty Ltd (ACN ) (the “Issuer”) and arranged by Sequoia Asset
Management Pty Ltd (ACN , AFSL 341506)(the “Arranger”). Investments in
the Sequoia Launch Units – Series 28 can only be made by completing an
Application Form attached to the Term Sheet Product Disclosure Statement
(“TSPDS”), after reading the Master PDS dated 10 June 2015 and submitting
it to Sequoia. A copy of the TSPDS, PDS and any other information can be
obtained by contacting Sequoia Asset Management on or contacting your
financial adviser. You should consider the Term Sheet & Master PDS’ before
deciding whether to invest in Units in Sequoia Launch Units – Series
28. Capitalised terms on the webpage have the meaning given to them in
Section 10 “Definitions” of the Master PDS.
4. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
Investment Purpose
5. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
Investment Purpose
1. Exposure to International Markets
6. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
2. Designed to perform in all market directions
*Please note: Past returns do not reflect future returns*
Investment Purpose
1. Exposure to International Markets
7. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
2. Designed to perform in all market directions
3. With some of the best global asset managers
*Please note: Past returns do not reflect future returns*
Investment Purpose
1. Exposure to International Markets
8. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
An investment with protected downside
For example$100,000 exposure has a max risk of $10,000
*Please note: Past returns do not reflect future returns*
Investment Purpose
9. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Investment Managers
*Please note: Past returns do not reflect future returns*
10. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Investment Managers
• Some of the best global investment firms
*Please note: Past returns do not reflect future returns*
11. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
• Some of the best global investment firms
• Absolute return managers
Investment Managers
*Please note: Past returns do not reflect future returns*
12. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
• Some of the best global investment firms
• Income generators
• Absolute return managers
Investment Managers
*Please note: Past returns do not reflect future returns*
13. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
• Some of the best global investment firms
• Income generators
• Mix of long and short assets = can
perform in all market conditions
• Absolute return managers
Investment Managers
*Please note: Past returns do not reflect future returns*
14. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
1. Old Mutual Global Equity Absolute Return Fund
Who are the managers?
• Established in 1845
• Manages US$249 billion
• Incorporated in Ireland
*Please note: Past returns do not reflect future returns*
15. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
1. Old Mutual Global Equity Absolute Return Fund
16. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
2. Henderson Gartmore Fund UK Absolute Return
• Established in 1934
• Manages GBP$103 billion
• Returns a combination of capital and income
17. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
2. Henderson Gartmore Fund UK Absolute Return
18. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
3. Franklin Floating Rate Fund PLC
• One of the largest asset managers in the world
• Manages USD$740 billion
• Open ended fund incorporated in Ireland
19. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
3. Franklin Floating Rate Fund PLC
20. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
4. The Jupiter Global Fund
• Incorporated in Luxembourg
• Invests in higher yielding assets
- High yield bonds
- Government bonds
- Preferred shares
21. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
4. The Jupiter Global Fund
22. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
5. BNP Paribas Multi-Asset Diversified Vol 4 EUR Future Index
• Offers higher returns with lower volatility
• Risk control mechanism
• Dynamic asset allocation
23. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who are the managers?
*Please note: Past returns do not reflect future returns*
5. BNP Paribas Multi-Asset Diversified Vol 4 EUR
24. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who is This Investment For?
If you are worried about market volatility
*Please note: Past returns do not reflect future returns*
25. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who is This Investment For?
If you want international exposure
*Please note: Past returns do not reflect future returns*
26. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who is This Investment For?
If you want an investment with capped downside
*Please note: Past returns do not reflect future returns*
27. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Who is This Investment For?
If you want exposure to absolute return managers
*Please note: Past returns do not reflect future returns*
28. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
How Does it Work?
29. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
How Does it Work?
Example based on 100k exposure
Interest = 1.99% x 4 =
Advisor Fee = $2200
Max Risk/Original Investment = $10,160
30. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
How Does it Work?
Investors pay interest at 1.99%p.a. for a
4 year investment term that can potentially
receive uncapped performance
coupons at the end of each year
31. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Example:
$100,000 Exposure
- 1 year later
- Strategy value raises
from 100 to 105
= Investor receives a
coupon of $4,500
*Please note: Past returns do not reflect future returns*
32. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
33. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
2. Protected downside
34. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
2. Protected downside
3. Access to some of the biggest and best International Funds
35. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Summary
*Please note: Past returns do not reflect future returns*
1. Relatively small investment for a large amount of exposure
2. Protected downside
3. Access to some of the biggest and best International Funds
4. Ability to make money from all market directions
36. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
What Next?
*Please note: Past returns do not reflect future returns*
37. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
*Please note: Past returns do not reflect future returns*
Request an Appointment With an Adviser
Or
Download and Complete the PDS
