InvestSMART Newsletter - 15th December 2003
Managed Funds - "the best of the best" as rated by Money Magazine
In Money Magazine's recent edition they have rated "the best of the best" Australian Small Company and Australian Share Funds for 2004. A table of these funds and their performance are listed below.
All of these managed funds are now available through InvestSMART at 0% Entry Fee. Either download them now and get invested before Christmas or request a prospectus to be mailed out to you. Alternatively, call InvestSMART on 1300 880 160 and talk to a member of our friendly "Client Services" team.
Rubicon Multi-Strategy Notes - closes on Wednesday 17th December 2003
We think independent research house ASSIRT summed up this product well by saying...
"Rubicon Multi-Strategy Notes provide an ideal opportunity to participate in the fast growing hedge fund sector, with the additional comfort of a capital protection provided by Macquarie Bank...the offer and its structure (which is the best of its type so far rated by ASSIRT) reinforces our view that Rubicon is at the forefront of building absolute return strategies..."
Income and capital growth are linked to the performance of a basket of three absolute return funds managed by Rubicon Asset Management (the Rubicon funds). These funds on average have returned 14.3% annualised between 18th February and 31st October 2003.
To download a prospectus NOW please click here. Applications need to be in by 5pm Wednesday 17th December 2003.
OM-IP MultiStrategy Limited - Closing next Friday!
OM-IP MultiStrategy Limited is based on a new generation of Capital Guaranteed Funds which aim to provide increased diversification and lower volatility while still aiming to generate medium term capital growth of more than 12%pa*.
The last OM-IP offer closed early and oversubscribed, we suggest all interested investors get their applications and money in early. The minimum investment is $5,000 and the subscription price is $1.00 per Share. The issue will remain open until 5.00pm Sydney time on 19th December 2003.
Click here to order your prospectus, or check out our "Investment Opportunities" section below.
Your Prosperity Our Solution
Super clients of Your Prosperity - you only have until 9th January 2004 to close your account with Your Prosperity and find an alternative solution. This date is fast approaching especially with the “silly season” just around the corner.
InvestSMART have teamed up with BT Wrap to bring you an affordable solution to your Superannuation headaches. InvestSMART is providing this service on a pure "execution only" basis (i.e. non-advice). As such, InvestSMART will not dial-up any additional fees to what BT charge for their Wrap Service probably making this Wrap Service the most cost-effective Wrap Service in Australia.
If you have any problems, concerns or queries please do not hesitate to call us on 1300 880 160.
The InvestSMART Team