Diversified Global Funds - Investment Overview

1. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DIVERSIFIED GLOBAL FUNDS
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INVESTMENT OVERVIEW

2. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
The shares offered by this Product Disclosure Statement (PDS) should be
considered highly speculative. An investment in the company is not risk free
and potential investors need to consider the risk factors described in the
PDS and to consult their professional advisers before deciding whether to
apply for shares. As per the PDS, ASIC, the ASX and their officers take no
responsibility for the contents of the prospectus or the merit of the
investment to which this PDS relates.

3. 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. This might mean that you seek
personal advice from a representative authorised to provide personal advice.
If you are thinking about acquiring a financial product, you should consider
our Financial Services Guide (FSG) including the Privacy Statement at
www.ozfinancial.com.au and the relevant Product Disclosure Statement or
Prospectus (if there is one available) first. Trading Options is not suitable for
everyone. There is a risk that you can lose more than the value of a trade or
its underlying assets. You should only act on our recommendations if you
are confident that you fully understand what you are doing. 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.

4. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
Units in Sequoia Launch Units – Series 33 are issued by Sequoia
Specialist Investments Pty Ltd (ACN 145 459 936) (the “Issuer”) and
arranged by Sequoia Asset Management Pty Ltd (ABN 70 135 907 550,
AFSL 341506) (the “Arranger”). Investments in the Sequoia Launch Units –
Series 33 can only be made by completing an Application Form attached to
the Sequoia Launch Series 33 Term Sheet Product Disclosure Statement
(“TSPDS”) dated 21 August 2017, after reading the Master PDS dated 14
August 2017 and submitting it to Sequoia. A copy of the TSPDS, PDS and
any other information can be obtained by contacting Sequoia Asset
Management or contacting your financial adviser. You should consider the
Term Sheet and Master PDS’ before deciding whether to invest in Units in
Sequoia Launch Units – Series 33.

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

6. 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*
1. Exposure to International Markets
INVESTMENT PURPOSE

7. 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
2. Designed to perform in all equity market directions
1. Exposure to International Markets

8. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
2. Designed to perform in all equity market directions
3. With some of the largest and well-known global
asset managers
*Please note: Past returns do not reflect future returns*
1. Exposure to International Markets
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
• Income generators
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS

11. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
• Income generators
• World class asset managers
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS

12. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
• Income generators
• Mix of long and short assets = can perform in all
equity market conditions
• World class asset managers
*Please note: Past returns do not reflect future returns*
INVESTMENT MANAGERS

13. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
WHO ARE THE MANAGERS
• Established in 1845
• Manages US$249 billion
• Actively trades large capitalisation global
equities
*Please note: Past returns do not reflect future returns*
1. Old Mutual Global Equity Absolute Return Fund

14. 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*
1. Old Mutual Global Equity Absolute Return Fund
WHO ARE THE MANAGERS

15. 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*
2. Henderson Gartmore Fund
• UK Absolute Return fund
• Manages GBP$103 billion
• Returns a combination of capital and income
WHO ARE THE MANAGERS

16. 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*
2. Henderson Gartmore Fund UK Absolute Return
WHO ARE THE MANAGERS

17. 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*
3. PIMCO Income Fund
• Founded in 1971 in California
• Manages USD$1.61 trillion
• Singular focus on preserving and enhancing
investors assets
WHO ARE THE MANAGERS

18. 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*
3. PIMCO Income Fund
WHO ARE THE MANAGERS

19. 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*
4. The Jupiter Global Fund
• Incorporated in Luxembourg
• Invests in higher yielding assets
- High yield bonds
- Government bonds
- Preferred shares
WHO ARE THE MANAGERS

20. 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*
4. The Jupiter Global Fund
WHO ARE THE MANAGERS

21. 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*
5. BNP Paribas Multi-Asset Diversified Future Index
• Offers higher returns with lower volatility
• Manages 7.5bn EUR
• Dynamic asset allocation
WHO ARE THE MANAGERS

22. 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*
5. BNP Paribas Multi-Asset Diversified Future Index
WHO ARE THE MANAGERS

23. 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*

24. 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*

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 an investment with a capped downside
*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 exposure to world class asset managers
*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
How Does This Investment Work?
• $9,960 Net Outlay
*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
How Does This Investment Work?
• $9,960 Net Outlay
• $100,000 Exposure
*Please note: Past returns do not reflect future returns*

29. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Net Outlay
• $100,000 Exposure
• Four Year Investment Term
*Please note: Past returns do not reflect future returns*

30. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Exposure
• Four Year Investment Term
*Please note: Past returns do not reflect future returns*

31. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Uncapped Upside
*Please note: Past returns do not reflect future returns*
• Four Year Investment Term

32. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
How Does This Investment Work?
• $9,960 Maximum Risk
• $100,000 Uncapped Upside
• Can Pay Annual
Performance Coupons
*Please note: Past returns do not reflect future returns*

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

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

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 largest and most
well known global funds

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*
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