Multi-Sector US Dispersion Series 10 Investment Opportunity
This investment is designed to provide investors with exposure to a basket of leading US stocks and benefit from the effects of market volatility in the food and beverage, health care, pharmaceutical, electric utilities, and technology spaces.
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Uncertain markets and divided outlooks
Inflation, global energy crises, geopolitical issues and rising interest rates are spreading uncertainty in the markets. Billionaire investors have taken opposing views: Warren Buffett has been deploying his war chest of cash buying value stocks and Bill Gross, also known as the ‘Bond King’, has acknowledged the futility of investing in bonds in the current market.
Where there is uncertainty there is also volatility and 2022 has so far produced one of the most volatile markets on record. Experts are indicating that the volatility will ride out the rest of the year – leaving the majority of investors bearish.
With the current volatile nature of the markets and macroeconomic pressures, many investors are considering diversifying their portfolios to hedge against the increasing uncertainty.
- 2-year investment term
- Diversified exposure to multiple asset sectors across the US
- Uncorrelated to most asset classes and can perform in both bullish and bearish markets
- Benefits from volatility, which is often caused by market uncertainty
- Downside is capped to initial investment while having uncapped leveraged upside exposure
- For example, $8600 will provide $100,000 exposure
Inflation, interest rate rises, sectoral rotation, the energy crisis and the Russia-Ukraine war have left financial experts and governing bodies in the US divided on how markets will navigate the barrage of macro factors. US Dispersion Series 10 is designed to leverage the ensuing volatility into potentially providing investors with a hedge against uncertain markets.
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*Wholesale 708 Sophisticated Investors are individuals or entities who generally qualify under Sections 708(8) and s761G(7) of the Corporations Act based on the gross income and/or net assets test verified by a qualified accountant.
- A gross income of $250,000 or more per annum in each of the previous two financial years; or
- Net assets of at least $2.5 million; and
- A verified Qualified Accountant’s certificate given no more than two (2) years ago confirming the Sophisticated Investor status. Please refer to the Corporations Act: Specifically Section 708(08) and Section s761G(7)
Units in the wholesale Multi-Sector US Dispersion Units – Series 10 are issued by Sequoia Specialist Investments Pty Ltd (ACN 145 459 936) and arranged by Sequoia Asset Management Pty Ltd (ACN 135 907 550, AFSL 341506). If you decide to proceed with an application please read all pre – populated sections including the Investment Details and fees on page 21 Section C and then fill out your details in the appropriate fields within the IM.