Instreet creates a leveraged exposure to a leading international equity fund
Instreet Investment has created a leveraged product that will provide an excellent opportunity for investors and SMSFs to get exposure to international equity markets via the well-regarded Magellan Global Fund.
The Instreet Magellan Leveraged Units (MLU) offers a two-times leveraged exposure to the Magellan Global Fund. Since inception Magellan’s global funds have been a standout performer in the international equity investment space.
Instreet Investment Managing Director George Lucas says: “In the past, Australian investors and SMSF trustees have often overlooked international equities.
“As investment in international equities has become more attractive, an increasing number of our clients are seeking a simple solution for gaining international equity exposure as part of their portfolio asset allocation.
“The Magellan Global Fund has gained a significant following from retail and institutional investors, and many of our clients have asked us to create a leveraged exposure to the fund that can be used by an SMSF.”
Lucas says: “The Instreet MLU will seek to provide investors an enhanced exposure to this global fund that has shown an enviable track record throughout a prolonged period of challenging investment conditions since its inception in 2007.
“The other benefits that this product provides are no margin calls or credit checks and investors have a known risk outcome and are unable to lose more than their original investment.”
The Instreet MLU is a structured product and there are risks, Lucas says. “Typical of leveraged investments, the Instreet MLU may decrease in value greater than an investment in the underlying fund units.”
Instreet provides structured investment products. They work closely with the financial adviser community to conceive and distribute retail structured products. After identifying adviser needs and market trends, Instreet builds structured products sourcing quality wholesale providers. By doing so, Instreet makes institutional assets available to individual investors. The end result is a range of solutions designed to better achieve the goals of clients and advisers. More information at www.instreet.com.au
For more information, please contact:
Phone: 02 8216 0804 or 0418 202 228
Nicholas Way or Simrita Virk
Phone: 0409 585 979, 0434 531 172