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Sandhurst Protected Global Opportunities Fund

Fund overview

Units in the Sandhurst Protected Global Opportunities Fund are no longer being offered to new investors.

The Sandhurst Protected Global Opportunities Fund (Fund) is a 7 year capital protected investment, maturing in May 2014. Investors are provided with exposure to a diversified portfolio of international investments.

Investment strategy

At inception the portfolio exposure was equally divided between a diversified portfolio of offshore listed real estate investment trusts (REITs) and emerging market funds in Brazil (Latin America), Russia, India and China (BRIC funds).

The Fund provides investors with exposure to 8 international REITs and 6 BRIC funds. These investments were purposely chosen to provide investors with exposure to the performance of high quality fund managers with specific focus on global emerging and global property markets.

Features

Unit subscription price $1
Minimum Investment $20,000
Minimum Investment Loan $50,000
Term of investment 7 years
Capital protection 100% capital protection on maturity¹
Investment allocation

International REITs
33.3% USA
33.3% Japan
16.6% Hong Kong
16.6% Singapore

BRIC funds
35% India
35% China
15% Russia
15% Brazil (Latin America)

Cash distributions 0.75% paid annually in the arrears for the life of the investment
Delivery assets At maturity, you will be issued with units in the ASX listed StreetTRACKS S&P/ASX 200 Fund
Investment Loan 100% Investment Loan available to approved borrowers

For further details please call 1800 224 124

¹Subject to no Early Redemption of Units.
This information has been prepared without taking account of any person's objectives, financial situation or needs. Sandhurst Trustees recommends that you should, before acting on this information, consider the appropriateness of the information having regard to your own objectives, financial situation and needs. Sandhurst Trustees recommends that you obtain your own independent professional advice on the risks and suitability of these types of investments and the taxation implications as they apply to your individual circumstances. Accordingly, nothing on this website should be construed as a recommendation by Sandhurst Trustees, Leveraged Equities Ltd or any associate of them or any other person concerning an investment in any other financial product.