Sequoia Specialist Investments
A common viewpoint amongst many investors is one of uncertainty regarding the current geopolitical and global economic outlook.
Since reaching all-time highs in US and Australian equity indices in July this year, global investor sentiment has since deteriorated as investors focused on downside external risks :
- Trade tensions between the US and China;
- The potential for a “hard” Brexit;
- Increasingly violent Hong Kong protests; and
- Growing concerns of an approaching global recession as the US yield curve inverted between 2 year and 10 year Treasury yields.
Sequoia Specialist Investments Pty Ltd, together with BNP Paribas, have structured Sequoia Launch Series 52 for investors looking to generate a new source of returns in uncertain times.
This new opportunity allows you to diversify your client’s portfolio by investing into a Multi-Asset Long/Short Solution with minimal upfront capital and limited downside risk.
This investment is offered with 100% limited recourse leverage at 1.99% p.a. and eligible for Powerwrap investors.
Terms and Conditions
- 4 Year Investment Term
- 100% limited recourse loan
- 1.99% p.a. interest rate payable upfront for 4 years
- 0.25% p.a. currency hedging fee payable upfront for 4 years
- 1.0% Application fee
- Total Upfront Investment Cost = 9.96%
- Underlying = BNP Paribas Multi-Asset Diversified Vol 4 EUR Future Index
- Annual uncapped Performance Coupons
- Offer Close Date: 22 November 2019
If you have any queries or would like to discuss further please do not hesitate to contact Blair Kirkhope (email@example.com) on 02 8114 2203 or Hamish Mccathie (HamishMccathie@sequoia.com.au) on 02 8114 2291
BNP Paribas Multi-Asset Index
- Diversified sources of returns
- Dynamic Asset allocation Highly reactive to changes in market conditions (daily review and execution)
- Embedded leverage potential inside the index (up tp 150%)
- FX hedge
- Risk control (the strategy has a target volatility of 4%)
*Source: Bloomberg, BNP Paribas, as of 31 July 2019. Performance simulations based on historical data from 31 December 1994 to 19 June 2016, historical performance thereafter. The Index level is reduced by an annualized rate of 0.30% (the “Adjustment Factor”) on a daily basis and additional replication costs applied upon occurrence of a portfolio reweighting. Past or simulated performance is not an indicator of future performance. No company of the BNP Paribas Group will be liable for any direct or indirect loss resulting from the use of the contents of this document. These simulations are the result of estimates made by BNP Paribas at a given moment on the basis of the parameters selected by BNP Paribas, of market conditions at this given moment and of historical data, which should not be used as guidance, in any way, of the future results of the BNP Paribas Multi-Asset Diversified Vol 4 EUR Future Index. Consequently, the figures and prices indicated in this document have an indicative value only and do not constitute in any way an offer on behalf of BNP Paribas. * Benchmark is composed of 30% Equities (MSCI World Index) + 70% Bonds US (TY1 Commodity from 3 January 1995 to 3 January 2007, BNPIFU10 Index since).
Sequoia Launch Series 52 units are issued by Sequoia Specialist Investments Pty Ltd (ACN 145 459 936) (the “Issuer”) and arranged by Sequoia Wealth Management Pty Ltd (ACN 135 907 550, AFSL 341506) (the “Arranger”). Sequoia Wealth Management Pty Ltd (ACN 135 907 550, AFSL 341506) and Sequoia Specialist Investments Pty Ltd are subsidiaries of Sequoia Financial Group Ltd (ACN 091 744 884). Investments in the above Series can only be made by completing the relevant Application Form attached to the Term Sheet Product Disclosure Statement (“TSPDS”), after reading the Master PDS dated 14 August 2017 and submitting it to Sequoia Wealth Management Pty Ltd. A copy of the TSPDS, Master PDS and any other information can be obtained by contacting contacting your financial adviser on 02 8114 2222. You should consider the Term Sheet & Master PDS’ before deciding whether to invest in units in Sequoia Launch Series 52.
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