Optimiser Series 1 US Share Market
An investment in The US share market as measured by the S&P 500 Index with a 13% volatility target.
Optimiser Investment Opportunity
In the GFC the first 32 percent of the fall took 47 weeks. This time it’s taken just four weeks. It’s been extraordinary watching things unfold with no evidence that the short term panic selling is over yet.
How far will we fall? Is this the start of a longer term trend?
Company valuations are starting to remind us that beyond this crisis there will be a huge opportunity for investors. Yes, there will be downgrades and other issues, but the market is already pricing that in.
This investment is designed to benefit from a market recovery. From the low of the GFC, the S&P 500 climbed 70.5% in a year, and was up 98% two years following the low.
Will history repeat itself and will the market rebound?This investment is designed to take advantage of the current pullback in the US market. Giving you the opportunity to confidently and patiently choose the best time over the next 6 months to take exposure.
Please view the investment overview, speak to an adviser or request the PDS. This investment closes on the 27th of March.
Investment
Highlights
- International Diversification into the S&P 500 for a two year term
- Limited downside risk with uncapped upside potential on your exposure
- Provides an optimized entry point S&P 500, designed to give lowest month end exposure.
- After the recent market pullback investor can benefit from a lower starting level for their investment
- An investment of $14,900 will provide you with $100,000 exposure in the S&P 500.
- Why This Investment?XLK itself tracks an index of S&P 500 technology stocks (number of holdings are 72) with the top 10 including, Microsoft Corp, Apple, Visa, Intel, Mastercard, Cisco Systems, Nvidia, Adobe, Salesforce and PayPal Holdings. XLK excludes small-caps and most midcaps to avoid lower volatility stocks and tilt
- Why This Investment?6 out of 7 of the biggest US companies by market cap are Information Technology
- Why This Investment?Many new-age businesses are built of a technology foundation and require technology to operate
- Why This Investment1 year following the GFC, the US Technology index was up 69.40%, 2 years following was up 98.14%. 1 year following the Dot Com Crash, the US Technology index was up 71.41%, 2 years following was up 71.41%.
SPEAK TO AN ADVISOR
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