Maximiser+ 2007
About this Fund
MAXIMISER+™ allows you to add a number of growth investments to your portfolio in the one investment choice– providing a diversified growth strategy with features that enable you to invest with little or no capital outlay and have your initial investment protected at maturity.
Astute investors are adapting their strategies for the inevitable market changes and angling to take advantage of the huge opportunities driven by a "new industrial revolution" in emerging and re-emerging markets.
If you do not have the time, focus, access to quality research and focus to develop a well diversified portfolio, then Freeman Fox® can handle those critical portfolio decisions for you through MAXIMISER+™.
MAXIMISER+™ is a Freeman Fox® managed fund designed to maximise growth by seeking out investments within or involved in ‘growth hotspots’ around the globe.
A World of Growth Opportunity
MAXIMISER+™ is feature packed for strong performance, leverage and risk protection
- Seeking out GROWTH in global markets
- Targeting HOT areas and themes such as energy, food, health, resources and infrastructure
- Freeman Fox® Managed – we have the flexibility to rapidly adjust to changing market circumstances
- 100% finance to approved applicants
- Protect 100% of your initial investment at maturity
- Lock in Profits at maturity – an exciting feature meaning gains (over certain thresholds) are automatically protected
for a fee as the fund rises in value - Easy on cash flow – potential for interest assistance loans that allow you to pay off annual interest monthly
- Instant Diversification – into performance rich, “best of breed” international and local fund managers
Act now to take Maximum Advantage of the Opportunity
If the idea of having Peter Spann and the Freeman Fox® team of researchers, advisers and analysts managing part of your growth portfolio appeals to you, then request a PDS for MAXIMISER+™ today.
Need Advice?
If you are a Freeman Fox® Wealth Club® member your Wealth Manager is available to discuss MAXIMISER+™ in relation to your entire financial situation. Call the Wealth Club® now on 1800 000 369 to speak with your Wealth Manager.
If you are interested in receiving advice about the MAXIMISER+™ fund itself, then you can speak with a Freeman Fox™ Wealth Advisor by calling 1800 000 369.
Fortunes will be made in the next few years by astute investors… We look forward to assisting you in being one of them.
Interest rates and payment options
The types of interest rate and payment options for the current Loan Offers, together with the final interest rates applicable to those options are set out in the table below.
As at Friday 7th December 2007, the final interest rates are as follows:
|
Interest option
|
Description of interest option |
Interest rate
|
|---|---|---|
|
One
|
Variable Pay interest monthly in arrears at an interest rate which may be varied each month. |
10.60% p.a.
|
|
Two
|
Fixed Fixed to 29 June 2009 for offers one, two and three Fixed to 29 June 2010 for offer four Pay interest:
|
11.20% p.a.
|
| Three |
Fixed for the Term, payable annually in advance Pay interest:
|
11.04% p.a.
|
|
Four
|
Fixed for the Term, payable monthly in arrears Pay interest monthly in arrears for the term of the investment Loan at an interest rate which is fixed for the term. |
11.11% p.a.
|
A paper copy of the updated information is available upon request and free of charge by contacting Freeman Fox® on 1800 000 369.
The interest rates on the Investment Loans for subsequent interest periods not specified in the table above will be determined by Macquarie shortly before the start of that interest period and advised to you by way of a new loan confirmation and published on this website.
Payment of interest
Interest payments on any Investment Loan or Interest Loan are full recourse obligations of the Borrower. The obligation to make interest payments in any circumstances exists irrespective of the performance of the Fund or the value of your Units. For more information please refer to section 1.6 of the Loans and Put Options Product Disclosure Statement (“PDS”).
Important Information
The Investment Loan is provided by Macquarie Bank Limited ABN 46 008 583 542 and is subject to approval. An invitation to apply for Investment Loans in respect of investments in MAXIMISER+™ is made in the Macquarie Bank Limited Loans and Put Options PDS dated 18 October 2007. Macquarie Bank Limited holds an Australian Financial Services licence (AFSLN 237502). Investments in MAXIMISER+™ are not offered, issued or guaranteed by Macquarie Bank Limited or any other member of the Macquarie group of companies.
Freeman Fox® Ltd will receive fees in connection with the provision of services under Distribution Agreement with Macquarie Bank Limited. This general advice is provided by Freeman Fox® Ltd. It does not take into account your investment objectives, financial situation, or needs. You should consider the appropriateness of this advice having regard to these matters, and read the PDS before making any decision to invest. If you require assistance in relation to your personal investment situation please contact a representative of Freeman Fox® Ltd on 1800 000 369.