Global funds SP37

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

2. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Sequoia Launch Series 37:
Diversified Basket of Global
Investment Funds
*Please note: Past returns do not reflect future returns*

3. 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

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

7. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why International Exposure?
*Please note: Past returns do not reflect future returns*

8. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why International Exposure?
*Please note: Past returns do not reflect future returns*
We know Australia is the lucky country, but it’s
not always the best place to invest
Our market is limited in opportunities and
sometimes these don’t represent great value

9. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why International Exposure?
*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
Why International Exposure?
SECTOR %
Financials 36.45
Materials 15.78
Real Estate 8.19
Health Care 7.51
Consumer Staples 6.97
Industrials 6.81
Consumer Discretionary 5.76
Diversification – Australian Market Sector Weighting as of 31/03/2017
*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
Who is This Investment For?
If you are worried about market volatility
*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
Who is This Investment For?
If you want international exposure
*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
Who is This Investment For?
If you want an investment with a capped downside
*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
Who is This Investment For?
If you want exposure to world class asset managers
*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
Investment Cashflows at Commencement
Investment
Exposure
Prepaid
Interest
Adviser Fee Total Net
Cash Outlay
$100,000 1.99% x 4 $2,000 $9,960
*Please note: Past returns do not reflect future returns*

16. 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*

17. 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*

18. 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*

19. 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*

20. 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

21. 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*

22. 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*

23. 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

24. 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

25. 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

26. 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

27. 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

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

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

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*
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

31. 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

32. 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. Invesco U.S. Senior Loan Fund
• Incorporated in Atlanta, Georgia
• Aims to provide a high level of current income,
consistent with the preservation of capital
WHO ARE THE MANAGERS
• Has around USD $972.6 billion in assets
(as at 12 Feb 2018)

33. 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. Invesco U.S. Senior Loan Fund
WHO ARE THE MANAGERS

34. 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. Pioneer Funds-Multi-Strategy Growth Fund
• Ranks in the top 10 globally
• Europe’s largest asset manager (by assets
under management)
• Aim is to achieve absolute performance
and capital preservation over the medium to
long term
WHO ARE THE MANAGERS

35. 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. Pioneer Funds-Multi-Strategy Growth Fund
WHO ARE THE MANAGERS

36. 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*

37. 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*

38. 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*

39. 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*

40. 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

41. 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*

42. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Investment Cashflows at Commencement
Investment
Exposure
Prepaid
Interest
Adviser Fee Total Net
Cash Outlay
$100,000 1.99% x 4 $2,000 $9,960
*Please note: Past returns do not reflect future returns*

43. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why We Like This Investment
*Please note: Past returns do not reflect future returns*
1. Interest rate is only 1.99% p.a.

44. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why We Like This Investment
*Please note: Past returns do not reflect future returns*
1. Interest rate is only 1.99% p.a.
2. Can pay yearly performance coupons

45. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
Why We Like This Investment
*Please note: Past returns do not reflect future returns*
1. Interest rate is only 1.99% p.a.
2. Can pay yearly performance coupons
3. Diversified

46. 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

47. 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

48. 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

49. 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*

50. 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*
Download and complete the PDS
Or
Request to speak with an advisor

51. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
OzFinancial Australia Pty Ltd ABN 36 145 312 232, is a corporate authorised
representatives of OzFinancial Pty Ltd, ABN 85 106 823 741 AFSL Number 241041,
Level 4, 4 Collins Street, Melbourne 3000. For more information please call us on 03
8080 5788 or visit our website at www.ozfinancial.com.au
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 (if there is one available) first. 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.

52. Address: Level 4, 4 Collins Street, Melbourne | Email: admin@ozfinancial.com.au | Phone: (03) 8080 5795
DISCLAIMER
Units in Sequoia Launch Units – Series 37 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 37 can only be made by completing an Application
Form attached to the Term Sheet Product Disclosure Statement (“TSPDS”) dated 15
February 2018, after reading the Master PDS dated 14 August 2017. A copy of the
TSPDS, PDS and any other information can be obtained by contacting OzFinancial on
(03) 8080 5795 or contacting your financial adviser. You should consider the Term
Sheet and Master PDS’ and the full product risk disclosures before deciding whether to
invest in Units in Sequoia Launch Units – Series 37. Capitalised terms on the webpage
have the meaning given to them in Section 10 “Definitions” of the Master PDS.
The shares offered by this Product Disclosure Statement (PDS) should be considered
highly speculative. An investment in the fund 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.

53. 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*
Download and complete the PDS
Or
Request to speak with an advisor