ANZ ETFS PHYSICAL US DOLLAR ETF. (ASX Code: ZUSD)

Size: px
Start display at page:

Download "ANZ ETFS PHYSICAL US DOLLAR ETF. (ASX Code: ZUSD)"

Transcription

1 ANZ ETFS PHYSICAL US DOLLAR ETF (ASX Code: ZUSD)

2

3 INVESTMENT BUILDING BLOCKS FOR A CHANGING WORLD Introducing a suite of innovative exchange traded funds (ETFs) designed for Australian investors by ANZ ETFS, a unique collaboration between one of Australia s leading banks and a specialist global provider of exchange traded products. Geared toward investors who seek building blocks for a diverse portfolio, these new ETFs are a cost effective, reliable and transparent way to access investment opportunities that are normally hard to reach, including global equities, commodities and FX investments. Reliable and transparent Traded on the Australian Securities Exchange (ASX), ETFs are registered managed investment schemes which are regulated by the Australian Securities and Investments Commission (ASIC). And because they are publicly listed, investors have access to live intra-day pricing, transparent performance and daily net asset values (NAV) of each ETF. With real-time valuations of their holding, investors can enter or exit the funds at any time throughout the trading day at a known price. 1

4 THE EXCHANGE TRADED FUND WITH REAL CURRENCY WHAT IS ANZ ETFS PHYSICAL US DOLLAR ETF? The ANZ ETFS Physical US Dollar ETF (ASX code: ZUSD) provides investors with exposure to the performance of the US dollar against the Australian dollar. ZUSD invests in bank deposits denominated in US dollars, with any interest earned distributed to investors*. It can be traded by investors on the ASX just like a share, and is settled and held in normal brokerage accounts. No units can be issued until the USD is delivered to the deposit bank. AT A GLANCE ZUSD Benchmark Management Fee 0.45% Exposure ANZ ETFS Physical US Dollar ETF USD/AUD Exchange Rate US Dollar * There is no guarantee that any interest will be earned or distributed to investors. KEY BENEFITS Pure US dollar exposure With ZUSD, investors get exposure to the performance of the US dollar against the Australian dollar and key macro-economic themes in the US. Diversification tool Currency exposures allow investors to diversify their portfolios. Liquidity The liquidity of its underlying assets determines an ETF s liquidity. As ZUSD invests US dollars, the most liquid currency in the world, it is expected to trade with strong liquidity. Cost-effective At 0.45% per annum, ZUSD is a cost-effective way to access the market compared with foreign currency accounts that often include fees for transactions. Security The ETF holds US dollars in a bank deposit with ANZ. Easy to access Like shares, ZUSD is traded on the ASX throughout the day using normal brokerage accounts, and there is no need to open a foreign exchange (FX) account to access US dollars. No minimum investment requirement Unlike currency accounts with banks and trading platforms, you can invest in any amount from one ETF unit. Maximum loss capped Margin calls do not apply to an ETF, and the most an investor can lose is the total value of their investment. Transparent The FX rate, interest rate, costs and valuation are publicly available. 2

5 THE ADVANTAGES OF A CURRENCY ETF Currency ETFs are a simple, low-cost way to access foreign currency compared with other options. Simplicity Costs Currency ETF FX Deposit FX Futures/Options Yes All currency ETFs can be traded like a share in normal brokerage accounts Low Management Fees, Commissions No Each currency requires a new account and conversion is subject to the provider s requirements High High spreads, Account fees No Requires margin management and risk monitoring Low Commissions Margin Call No No Yes For futures and sellers of options Minimum Investment No 1 ETF unit (When traded on an exchange) Yes Varies with banks, typically A$10,000 Yes Initial margin for futures and sellers of options Maximum Loss The initial invested amount The initial invested amount May lose more than the initial invested amount SMSF eligible Yes Yes Potentially Approval is subject to many restrictions RISK FACTORS An investment in the units involves a significant degree of risk. The following are just some of the risk factors which should be carefully considered by prospective investors before deciding whether to invest in the Units. Specific risks relating to the Fund are set out in the relevant Product Disclosure Statement. Past performance is not an indication of future performance and the investment performance of the Units could be volatile. Factors affecting the performance of the US dollar may adversely affect the value of Units including market risk, volatility, government policy and intervention, or interest rate risk. In recent years, rates of exchange between currencies have become more volatile and this volatility may continue in the future. An investment in the US dollar via ZUSD will expose investors to risks inherent in holding the exposure via an ETF. These include, among others: Market Risk ETFs aim to replicate the price movements of their underlying benchmark or asset so their performance is dependent on the performance of the underlying currency. Tax As with the majority of investments, ETFs will normally incur some form of taxation. Each investor should obtain independent tax advice. Costs All ETFs incur costs, whether internal costs (related to the product) or external costs (incurred in trading the product). Liquidity Risk Although the Units will be quoted on the ASX there is no guarantee that there will be a liquid market for the Units. Furthermore, in certain circumstances the ASX may suspend trading of the Units or delist a Fund. There are also certain circumstances where the Responsible Entity may limit, reject, scale, or delay redemptions. 3

6 HELPING YOU HEDGE Reflecting Australia s status as a major global commodity producer and exporter, the Australian dollar has historically been highly correlated with commodity price movements. With most commodity prices being denominated in US dollar, commodity prices have historically moved inversely to the US dollar, because a rising US dollar makes commodities more expensive for foreign investors. As a result, Australian investors can seek to offset the threat of declining commodity prices on their underlying holdings of resources companies by taking US dollar exposure. In this way, taking a long US dollar position can provide a partial hedge of an underlying portfolio of commodity equities and commodities. Historical Performance vs Commodities Bloomberg All Commodities AUD/USD 0 0 DEC 07 DEC 08 DEC 09 DEC 10 DEC 11 DEC 12 DEC 13 DEC 14 Bloomberg All Commodities AUD/USD Source: Bloomberg Historical Performance vs Commodity Equities 35, S&P/ASX 300 Resources 30,000 25,000 20,000 15,000 10,000 5, AUD/USD 0 0 DEC 07 DEC 08 DEC 09 DEC 10 DEC 11 DEC 12 DEC 13 DEC 14 S&P/ASX 300 Resources AUD/USD Source: Bloomberg 4

7 DISCLAIMER This document is communicated by ANZ ETFS Management (AUS) Limited ( ANZ ETFS ) (Australian Financial Services Licence Number ). This document may not be reproduced, distributed or published by any recipient for any purpose. Under no circumstances is this document to be used or considered as an offer to sell, or a solicitation of an offer to buy, any securities, investments or other financial instruments and any investments should only be made on the basis of the relevant product disclosure statement which should be considered by any potential investor including any risks identified therein. This document does not take into account your personal needs and financial circumstances. You should seek independent financial, legal, tax and other relevant advice having regard to your particular circumstances. Although we use reasonable efforts to obtain reliable, comprehensive information, we make no representation and give no warranty that it is accurate or complete. Investments in any product issued by ANZ ETFS are not deposits with, or liabilities of, Australia and New Zealand Banking Group Limited ( ANZ ) or any member of the ANZ Group and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither ANZ, ANZ ETFS, ETF Securities Limited nor any other member of the ANZ Group or ETF Securities Group guarantees the performance of any products issued by ANZ ETFS or the repayment of capital or any particular rate of return therefrom. The value or return of an investment will fluctuate and investor may lose some or all of their investment. Past performance is not an indication of future performance. 5

8 TALK TO US TODAY ABOUT DIVERSIFYING YOUR PORTFOLIO To request more information about our products or research: Visit Call Address 5/242 Pitt Street, Sydney NSW 2000 ANZETFS05 ANZ ETFS Management (AUS) Limited ACN /

ANZ ETFS PHYSICAL RENMINBI ETF. (ASX Code: ZCNH)

ANZ ETFS PHYSICAL RENMINBI ETF. (ASX Code: ZCNH) ANZ ETFS PHYSICAL RENMINBI ETF (ASX Code: ZCNH) INVESTMENT BUILDING BLOCKS FOR A CHANGING WORLD Introducing a suite of innovative exchange traded funds (ETFs) designed for Australian investors by ANZ

More information

ANZ ETFS S&P/ASX 100 ETF. (ASX Code: ZOZI)

ANZ ETFS S&P/ASX 100 ETF. (ASX Code: ZOZI) ANZ ETFS S&P/ASX 100 ETF (ASX Code: ZOZI) INVESTMENT BUILDING BLOCKS FOR A CHANGING WORLD Introducing a suite of innovative exchange traded funds (ETFs) designed for Australian investors by ANZ ETFS,

More information

ANZ ETFS S&P/ASX 300 HIGH YIELD PLUS ETF. (ASX Code: ZYAU)

ANZ ETFS S&P/ASX 300 HIGH YIELD PLUS ETF. (ASX Code: ZYAU) ANZ ETFS S&P/ASX 300 HIGH YIELD PLUS ETF (ASX Code: ZYAU) INVESTMENT BUILDING BLOCKS FOR A CHANGING WORLD Introducing a suite of innovative exchange traded funds (ETFs) designed for Australian investors

More information

ADDITIONAL (ASX DESCRIPTION CODE: ZGOL) AND THE DATE

ADDITIONAL (ASX DESCRIPTION CODE: ZGOL) AND THE DATE HEADLINE GOES ANZ HERE ETFS PHYSICAL ONE LINE GOLD OR TWO ETF ADDITIONAL (ASX DESCRIPTION CODE: ZGOL) AND THE DATE THE EXCHANGE TRADED FUND THAT S AS GOOD AS GOLD 1 WHAT IS ANZ ETFS PHYSICAL GOLD ETF?

More information

9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF)

9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF) SPDR ETFs 9 Questions Every Australian Investor Should Ask Before Investing in an Exchange Traded Fund (ETF) 1. What is an ETF? 2. What kinds of ETFs are available? 3. How do ETFs differ from other investment

More information

7 ESSENTIAL TIPS FOR MANAGING CURRENCY RISK

7 ESSENTIAL TIPS FOR MANAGING CURRENCY RISK 7 ESSENTIAL TIPS FOR MANAGING CURRENCY RISK At a Glance Investing offshore gives you access to a larger and more varied investment universe, with opportunities for growth and income that are simply unavailable

More information

Exchange Traded Funds

Exchange Traded Funds LPL FINANCIAL RESEARCH Exchange Traded Funds February 16, 2012 What They Are, What Sets Them Apart, and What to Consider When Choosing Them Overview 1. What is an ETF? 2. What Sets Them Apart? 3. How Are

More information

BT Balanced Equity Income Fund

BT Balanced Equity Income Fund BT Balanced Equity Income Fund Product Disclosure Statement (PDS) Issued 26 September 2012 Contents 1 About BT Investment Management (RE) Limited 2 How the BT Balanced Equity Income Fund works 3 Benefits

More information

CONTRACTS FOR DIFFERENCE

CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE Halifax Investment Services Limited Australian Financial Services Licence No. 225973 Date 20th October 2014 HALIFAX Product Disclosure Statement 1

More information

Disclosure Document Morningstar High Growth Portfolio

Disclosure Document Morningstar High Growth Portfolio Disclosure Document Morningstar High Growth Portfolio Managed Portfolio Disclosure Document for investors investing through the IDPS operated by HUB24 Custodial Services Ltd (HUB24) dated 1 December 2015,

More information

PRODUCT DISCLOSURE STATEMENT FOR THE ISSUE OF ASX CFDs BY MORRISON SECURITIES PTY LIMITED

PRODUCT DISCLOSURE STATEMENT FOR THE ISSUE OF ASX CFDs BY MORRISON SECURITIES PTY LIMITED PRODUCT DISCLOSURE STATEMENT FOR THE ISSUE OF ASX CFDs BY MORRISON SECURITIES PTY LIMITED PART 1 This document is part of a Product Disclosure Statement and is Part 1. The other document which makes up

More information

PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE

PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE STA Global Investments Pty Ltd (ACN 158 641 064) Trading as Trade.com Level 29, 66 Goulburn Street Sydney NSW 2000 Australia PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE AUSTRALIAN FINANCIAL SERVICES

More information

ishares Product Overview Q2 2015

ishares Product Overview Q2 2015 ishares Product Overview Q2 2015 About BlackRock BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At September 30, 2015,

More information

Magellan Global Fund. Product Disclosure Statement 16 June 2014. Contents. Contact Details ARSN 126 366 961 APIR MGE0001AU

Magellan Global Fund. Product Disclosure Statement 16 June 2014. Contents. Contact Details ARSN 126 366 961 APIR MGE0001AU Magellan Global Fund ARSN 126 366 961 APIR MGE0001AU Product Disclosure Statement 16 June 2014 Issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No. 304 301 Contents 1. About

More information

PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE

PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE STA Global Investments Pty Ltd (ACN 158 641 064) Trading as Markets.com Level 29, 66 Goulburn Street Sydney NSW 2000 Australia PRODUCT DISCLOSURE STATEMENT CONTRACTS FOR DIFFERENCE AUSTRALIAN FINANCIAL

More information

Analytic Global Managed Volatility Fund Macquarie Professional Series Product Disclosure Statement

Analytic Global Managed Volatility Fund Macquarie Professional Series Product Disclosure Statement Investment Management 1 July 2014 Analytic Global Managed Volatility Fund Analytic Global Managed Volatility Fund Macquarie Professional Series Product Disclosure Statement This Product Disclosure Statement

More information

Schroders Schroder Global Blend Fund

Schroders Schroder Global Blend Fund Schroders Schroder Global Blend Fund Product Disclosure Statement Issued 27 October 2014 Contact details Schroder Investment Management Australia Limited (ABN 22 000 443 274) (AFSL No: 226 473) Registered

More information

Vanguard MSCI Index International Shares ETF ASX code: VGS

Vanguard MSCI Index International Shares ETF ASX code: VGS Product Disclosure Statement 8 October 2014 Vanguard MSCI Index International Shares ETF ASX code: VGS Contents 1. Key features of the ETF offer 2. Role of certain entities in regard to the Vanguard ETF

More information

AN INTRODUCTION TO ishares EXCHANGE TRADED FUNDS REPLACED

AN INTRODUCTION TO ishares EXCHANGE TRADED FUNDS REPLACED AN INTRODUCTION TO ishares EXCHANGE TRADED FUNDS IMAGE TO BE REPLACED What are ishares ETFs? ishares IS THE WORLD LEADER IN EXCHANGE TRADED FUNDS ishares exchange traded funds (ETFs) blend the benefits

More information

Responsible Investment Leaders Funds

Responsible Investment Leaders Funds Responsible Investment Leaders Funds Product Disclosure Statement For investments through a master trust or wrap platform Issued: 11 March 2013 Issued by AMP Capital Funds Management Limited ABN 15 159

More information

Plus500AU Pty Ltd. Product Disclosure Statement

Plus500AU Pty Ltd. Product Disclosure Statement Plus500AU Pty Ltd Product Disclosure Statement Product Disclosure Statement Our Contact Details Issuer: PLUS500AU Pty Ltd ACN 153 301 681 Address: Level 19, 1 O Connell Street Sydney NSW 2000 Australia

More information

Dimensional Short Term Fixed Interest Trust

Dimensional Short Term Fixed Interest Trust Dimensional Short Term Fixed Interest Trust PRODUCT DISCLOSURE STATEMENT Issued by DFA Australia Limited ( Dimensional ) ABN 46 065 937 671 APIR DFA0100AU Australian Financial Services Licence number:

More information

ETFs for private investors

ETFs for private investors ETFs for private investors Simple products. Sophisticated strategies. ETFs Exchange Traded Funds (ETFs) are instruments which track an index. Indices can be country or region specific and based on emerging

More information

Module 5 Index CFDs. Course #: Title. Version 1 August 2013 1

Module 5 Index CFDs. Course #: Title. Version 1 August 2013 1 Module 5 Index CFDs Course #: Title Topic 1: S&P/ASX 200 CFDs... 3 Initial margin... 3 Variation margins... 3 Cashflows... 4 Topic 2: S&P/ASX 200 CFD strategies... 6 Trade broad market movements... 6 Protect

More information

FOREIGN EXCHANGE CONTRACTS

FOREIGN EXCHANGE CONTRACTS Product Disclosure Statement 14th July 2003 This Product Disclosure Statement is an important document. We are providing this information to ensure that you receive key information about our foreign exchange

More information

DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT

DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT DMM FX CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT DMM FX Australia Pty Limited ACN 160 659 290 AFSL 437734 Issue Date: 7 November 2015 Version 2.0 Table of Contents Section 1 Important Information

More information

Magellan Global Equities Fund (Managed Fund) ARSN 603 395 302 ASX Code MGE

Magellan Global Equities Fund (Managed Fund) ARSN 603 395 302 ASX Code MGE Magellan Global Equities Fund (Managed Fund) ARSN 603 395 302 ASX Code MGE Product Disclosure Statement 25 February 2015 Issued by Magellan Asset Management Limited ABN 31 120 593 946, AFS Licence No.

More information

ASX CFDS PRODUCT DISCLOSURE STATEMENT

ASX CFDS PRODUCT DISCLOSURE STATEMENT ASX CFDS PRODUCT DISCLOSURE STATEMENT YOU ARE WHAT YOU DO Important notes and disclaimers Issued by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ( CommSec ) Locked Bag 34 Australia Square

More information

PRODUCT DISCLOSURE STATEMENT Spot Forex, FX Options and CFDs

PRODUCT DISCLOSURE STATEMENT Spot Forex, FX Options and CFDs GAIN Capital FOREX.com Australia Pty Ltd ACN 138 414 605 Level 1, 62 Pitt Street, Sydney, NSW 2000 PRODUCT DISCLOSURE STATEMENT Spot Forex, FX Options and CFDs AUSTRALIAN FINANCIAL SERVICES LICENCE NO:

More information

INTRODUCTION TO BETASHARES YIELD MAXIMISER FUNDS ASX CODE: YMAX (Australian Equities) & UMAX (US Equities)

INTRODUCTION TO BETASHARES YIELD MAXIMISER FUNDS ASX CODE: YMAX (Australian Equities) & UMAX (US Equities) ASX CODE: YMAX (Australian Equities) & UMAX (US Equities) www.betashares.com.au One of the more enduring investment themes in recent times has been the desire for income combined with less volatility.

More information

Plus500AU Pty Limited. Risk Disclosure Notice

Plus500AU Pty Limited. Risk Disclosure Notice Plus500AU Pty Limited Risk Disclosure Notice Risk Disclosure Notice Trading in margin contracts (including CFDs) involves the potential for profit as well as the risk of loss of your initial investment

More information

PRODUCT KEY FACTS Samsung KOSPI 200 Daily (2x) Leveraged Product

PRODUCT KEY FACTS Samsung KOSPI 200 Daily (2x) Leveraged Product Issuer: Samsung Asset Management (Hong Kong) Limited 三 星 資 產 運 用 ( 香 港 ) 有 限 公 司 PRODUCT KEY FACTS Samsung KOSPI 200 Daily (2x) Leveraged Product 24 June 2016 This is a leveraged product. It is different

More information

MARGIN FOREIGN EXCHANGE

MARGIN FOREIGN EXCHANGE PRODUCT DISCLOSURE STATEMENT MARGIN FOREIGN EXCHANGE Halifax Investment Services Limited Australian Financial Services Licence No. 225973 Date 20th October 2014 HALIFAX Product Disclosure Statement 1 IMPORTANT

More information

A Case for Dividend Investing

A Case for Dividend Investing A Case for Dividend Investing Many investors may be surprised to learn that dividends paid by companies have accounted for 45% of the total return for Australian equities over the last 10 years 1. Buying

More information

Vanguard MSCI Index International Shares (Hedged) ETF ASX code: VGAD

Vanguard MSCI Index International Shares (Hedged) ETF ASX code: VGAD Product Disclosure Statement 8 October 2014 Vanguard MSCI Index International Shares (Hedged) ETF ASX code: VGAD Contents 1. Key features of the ETF offer 2. Role of certain entities in regard to the Vanguard

More information

Product Update and Continuous Disclosure Notice: Changes to OneAnswer s OnePath Alternatives Growth fund

Product Update and Continuous Disclosure Notice: Changes to OneAnswer s OnePath Alternatives Growth fund Product Update and Continuous Disclosure Notice: Changes to OneAnswer s OnePath Alternatives Growth fund SEPTEMBER 0 SEPTEMBER 0 Due to GMO the underlying fund manager no longer accepting additional money,

More information

COMBINED FINANCIAL SERVICES GUIDE AND PRODUCT DISCLOSURE STATEMENT

COMBINED FINANCIAL SERVICES GUIDE AND PRODUCT DISCLOSURE STATEMENT SAXO CAPITAL MARKETS (AUSTRALIA) PTY LTD COMBINED FINANCIAL SERVICES GUIDE AND PRODUCT DISCLOSURE STATEMENT Financial Services Guide PURPOSE AND CONTENT OF THIS FSG This FSG is prepared by Saxo Capital

More information

Margin FX and CFDs Product Disclosure Statement 26 April 2016

Margin FX and CFDs Product Disclosure Statement 26 April 2016 Margin FX and CFDs 26 April 2016 Issuer: Forex Capital Trading Pty Ltd AFSL No. 306400 and ABN 69 119 086 270 1 P a g e 1. Important Information 1.1 About this PDS This PDS is issued by Forex Capital Trading

More information

Section 1 Important Information... 2. Section 2 Regulatory Guide 227... 2. Section 3 Features... 3. Section 4 How to Trade... 8

Section 1 Important Information... 2. Section 2 Regulatory Guide 227... 2. Section 3 Features... 3. Section 4 How to Trade... 8 CONTENTS Section 1 Important Information... 2 Section 2 Regulatory Guide 227... 2 Section 3 Features... 3 Section 4 How to Trade... 8 Section 5 Significant Risks... 32 Section 6 Costs, Fees & Charges...

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement BT Wholesale Core Global Share Fund Issued 24 July 2015 Contents 1 About BT Investment Management (Fund Services) Limited 2 How the BT Wholesale Core Global Share Fund works

More information

Walter Scott Global Equity Fund (Hedged) Macquarie Professional Series Product Disclosure Statement

Walter Scott Global Equity Fund (Hedged) Macquarie Professional Series Product Disclosure Statement Investment Management 1 July 2014 Walter Scott Global Equity Fund (Hedged) Walter Scott Global Equity Fund (Hedged) Macquarie Professional Series Product Disclosure Statement This Product Disclosure Statement

More information

MLC MasterKey Unit Trust Product Disclosure Statement (PDS)

MLC MasterKey Unit Trust Product Disclosure Statement (PDS) MLC MasterKey Unit Trust Product Disclosure Statement (PDS) Preparation date 1 July 2014 Issued by MLC Investments Limited (MLC) ABN 30 002 641 661 AFSL 230705 This information is general and doesn t take

More information

FOREIGN EXCHANGE PRODUCT DISCLOSURE STATEMENT INTERACTIVE BROKERS LLC ARBN 091 191 141 AFSL 245 574

FOREIGN EXCHANGE PRODUCT DISCLOSURE STATEMENT INTERACTIVE BROKERS LLC ARBN 091 191 141 AFSL 245 574 FOREIGN EXCHANGE PRODUCT DISCLOSURE STATEMENT INTERACTIVE BROKERS LLC ARBN 091 191 141 AFSL 245 574 Date of Issue: 19 February 2014 INDEX 1. GENERAL INTRODUCTION 4 1.1 Important Information 4 1.2 Purpose

More information

PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product

PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product Issuer: Samsung Asset Management (Hong Kong) Limited 三 星 資 產 運 用 ( 香 港 ) 有 限 公 司 PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product 24 June 2016 This is a leveraged product. It is different from

More information

UBS Diversified Fixed Income Fund Product Disclosure Statement

UBS Diversified Fixed Income Fund Product Disclosure Statement 12 October 2015 UBS Diversified Fixed Income Fund Product Disclosure Statement Issue No. 3 ARSN: 090 428 372 APIR: SBC0007AU MFUND: UAM06 Issued by UBS Global Asset Management (Australia) Ltd ABN 31 003

More information

OneAnswer. Investment Funds Guide

OneAnswer. Investment Funds Guide OneAnswer Investment Funds Guide July 0 Investment Portfolio The whole of this OneAnswer Investment Funds Guide forms Part Two of the Product Disclosure Statement (PDS) for: OneAnswer Frontier Investment

More information

State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU

State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU Product Disclosure Statement State Street Global Equity Fund ARSN 162 547 784 APIR SST0050AU Issued 6 October 2015 by State Street Global Advisors, Australia Services Limited ABN 16 108 671 441, AFSL 274900

More information

Foreign Exchange Investments Discover the World of Currencies. Private Banking USA

Foreign Exchange Investments Discover the World of Currencies. Private Banking USA Foreign Exchange Investments Discover the World of Currencies Credit Suisse Securities (USA) llc Private Banking USA 2 Foreign exchange: There s no ignoring the largest market in the world. Introduction

More information

EQT Australian Equity Income Fund (Common Fund No. 12)

EQT Australian Equity Income Fund (Common Fund No. 12) EQT Australian Equity Income Fund (Common Fund No. 12) Product Disclosure Statement mfund EQY02 ARSN 167 772 830 APIR ETL0399AU Issue Date 1 July 2014 This Product Disclosure Statement ( PDS ) has been

More information

BT Investment Funds. Second Supplementary Product Disclosure Statement

BT Investment Funds. Second Supplementary Product Disclosure Statement BT Investment Funds Second Supplementary Product Disclosure Statement Dated: 1 July 2014 This is a Second Supplementary Product Disclosure Statement ( Second SPDS ) to the BT Investment Funds Product Disclosure

More information

Exchange Traded Funds. Plain Talk Library

Exchange Traded Funds. Plain Talk Library Plain Talk Library Contents What is indexing? 2 ETFs 2 How do ETFs work? 3 ETFs - Fees and Costs 4 How can you invest in ETFs? 6 Participants in the ETF market 9 What are the benefits of ETFs? 10 Risk

More information

1. HOW DOES FOREIGN EXCHANGE TRADING WORK?

1. HOW DOES FOREIGN EXCHANGE TRADING WORK? XV. Important additional information on forex transactions / risks associated with foreign exchange transactions (also in the context of forward exchange transactions) The following information is given

More information

Market Linked Certificates of Deposit

Market Linked Certificates of Deposit Market Linked Certificates of Deposit This material was prepared by Wells Fargo Securities, LLC, a registered brokerdealer and separate non-bank affiliate of Wells Fargo & Company. This material is not

More information

Plus500AU Pty Ltd. Product Disclosure Statement

Plus500AU Pty Ltd. Product Disclosure Statement Plus500AU Pty Ltd Product Disclosure Statement Product Disclosure Statement Our Contact Details Issuer: PLUS500AU Pty Ltd ACN 153 301 681 Address: Level 2, 19-21 Hunter Street Sydney NSW 2000 Australia

More information

1300 307 853 cfds@commsec.com.au commsec.com.au. Important Information

1300 307 853 cfds@commsec.com.au commsec.com.au. Important Information CommSec CFDs: Introduction to Indices We re here to help To find out more, call us on 1300 307 853, from 8am Monday to 6am Saturday, email us at cfds@commsec.com.au or visit our website at commsec.com.au.

More information

HANG SENG FTSE / XINHUA CHINA 25 INDEX ETF

HANG SENG FTSE / XINHUA CHINA 25 INDEX ETF HANG SENG FTSE / XINHUA CHINA 25 INDEX ETF (SEHK STOCK CODE:2838) www.hangseng.com/etf IMPORTANT RISK WARNINGS / FUND INFORMATION FOR HONG KONG INVESTORS Hang Seng FTSE/Xinhua China 25 Index ETF (the HS

More information

Investment Fundamentals Forum 21 January 2013

Investment Fundamentals Forum 21 January 2013 Investment Fundamentals Forum 21 January 2013 Understanding and Trading Equity & Related Products in Singapore Th ng Beng Hooi, CFA 1 Speaker Biography Th ng Beng Hooi, CFA 2 Disclaimer Please note that

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement Margin Foreign Exchange AND Contracts For Difference (CFD s) Issued 15 of November 2015 by O.C.M. Online Capital Markets Pty Ltd Trading as XTrade ACN 140 899 476 AFSL 343628

More information

9 Questions Every ETF Investor Should Ask Before Investing

9 Questions Every ETF Investor Should Ask Before Investing 9 Questions Every ETF Investor Should Ask Before Investing 1. What is an ETF? 2. What kinds of ETFs are available? 3. How do ETFs differ from other investment products like mutual funds, closed-end funds,

More information

BT Investment Funds. Product Disclosure Statement. Dated 1 July 2013

BT Investment Funds. Product Disclosure Statement. Dated 1 July 2013 BT Investment Funds Product Disclosure Statement Dated 1 July 2013 We recommend that you read this Product Disclosure Statement (PDS) in full before making an investment decision. If you have not received

More information

Margin FX and CFDs Product Disclosure Statement 26 June 2015

Margin FX and CFDs Product Disclosure Statement 26 June 2015 Margin FX and CFDs 26 June 2015 Issuer: Forex Capital Trading Pty Ltd AFSL No. 306400 and ABN 69 119 086 270 1 P a g e 1. Important Information 1.1 About this PDS This PDS is issued by Forex Capital Trading

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement AND Issued on 10 November 2011 Issued by AVA CAPITAL MARKETS AUSTRALIA Pty Ltd ABN: 72 143 340 907 AFSL: 406684 www.avafx.com.au Please note: except where specified, this Product

More information

Module 7 Commodity ETFs

Module 7 Commodity ETFs Module 7 Commodity ETFs Course #: Title Topic 1: I want exposure to commodities... 3 Introduction... 3 Understand both the commodity and the financial instrument... 3 Do I understand the financial instrument?...

More information

IFP Global Franchise Fund

IFP Global Franchise Fund Investment Management April 206 IFP Global Franchise Fund Macquarie Professional Series Product Disclosure Statement IFP Global Franchise Fund This Product Disclosure Statement (PDS) is a summary of significant

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement Linear Managed Accounts Issuer and Responsible Entity Linear Asset Management Ltd ABN 11 119 757 596 AFSL 304542 Linear Managed Accounts ARSN 128 111 857 Dated 1 July 2014

More information

IntroductIon to commsec cfds

IntroductIon to commsec cfds Introduction to CommSec CFDs Important Information This brochure has been prepared without taking account of the objectives, financial and taxation situation or needs of any particular individual. Because

More information

Diversified Investment Strategies

Diversified Investment Strategies Diversified Investment Strategies Product Disclosure Statement (PDS) Dated: 1 April 2011 ipac asset management limited ABN 22 003 257 225 AFS Licence No. 234655 Level 31 Grosvenor Place, 225 George Street,

More information

VENTURA MANAGED ACCOUNT PORTFOLIOS Product Disclosure Statement

VENTURA MANAGED ACCOUNT PORTFOLIOS Product Disclosure Statement VENTURA MANAGED ACCOUNT PORTFOLIOS Product Disclosure Statement Ventura Managed Account Portfolios ARSN 601 085 410 Responsible Entity: Ventura Investment Management Limited ABN 49 092 375 258 Australian

More information

Zurich Investments Global Growth Share Fund APIR ZUR0580AU

Zurich Investments Global Growth Share Fund APIR ZUR0580AU Zurich Investments Global Growth Share Fund APIR ZUR0580AU Product Disclosure Statement (PDS) Preparation date 22 June 2012 Strategic investment partner: American Century Investments 1. About Zurich Investments

More information

Fat Prophets Managed Accounts. Product Disclosure Statement Fat Prophets Managed Accounts

Fat Prophets Managed Accounts. Product Disclosure Statement Fat Prophets Managed Accounts Product Disclosure Statement Fat Prophets Managed Accounts Fat Prophets Managed Accounts ARSN 128 111 857 Distributor Fat Prophets Pty Limited ABN 62 094 448 549 AFSL 229183 Issuer and Responsible Entity

More information

Whitehaven Equity Income Fund

Whitehaven Equity Income Fund Whitehaven Equity Income Fund ARSN: 166 733 133 Product Disclosure Statement Dated 6 January 2014 Whitehaven Private Portfolios Ltd Investment Manager and Responsible Entity ABN 64 109 808 577; AFSL 300878

More information

EXCHANGE TRADED OPTIONS

EXCHANGE TRADED OPTIONS EXCHANGE TRADED OPTIONS PRODUCT DISCLOSURE STATEMENT (PDS) 11 JULY 2014 CONTENTS Purpose of a PDS 2 About E TRADE 2 Part One: General information 3 1. What products does this PDS cover? 3 2. Overview of

More information

ARUDA PTY LTD. PRODUCT DISCLOSURE STATEMENT Over- the- Counter Contracts for Difference. Online Trading Facility. Issue Date: 28 May 2012 V5.

ARUDA PTY LTD. PRODUCT DISCLOSURE STATEMENT Over- the- Counter Contracts for Difference. Online Trading Facility. Issue Date: 28 May 2012 V5. ARUDA PTY LTD PRODUCT DISCLOSURE STATEMENT Over- the- Counter Contracts for Difference Online Trading Facility Issue Date: 28 May 2012 V5. IMPORTANT INFORMATION Financial Services are provided by Aruda

More information

Integrity Australian Share Fund

Integrity Australian Share Fund Integrity Australian Share Fund Product Disclosure Statement (PDS) Issued 21 June 2012 Contents 1 About Integrity Investment Management Australia Limited 2 How the Integrity Australian Share Fund works

More information

Use this brochure to gain expertise about ETFs that you can communicate to your clients.

Use this brochure to gain expertise about ETFs that you can communicate to your clients. How ETFs work Your clients may have questions about exchange-traded funds (ETFs), such as how they differ from mutual funds, how they re traded and even how they re created. Use this brochure to gain expertise

More information

MARGIN FOREIGN EXCHANGE & CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT. AxiCorp Financial Services Pty Ltd ACN 127 606 348 AFSL 318232

MARGIN FOREIGN EXCHANGE & CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT. AxiCorp Financial Services Pty Ltd ACN 127 606 348 AFSL 318232 MARGIN FOREIGN EXCHANGE & CONTRACTS FOR DIFFERENCE PRODUCT DISCLOSURE STATEMENT AxiCorp Financial Services Pty Ltd ACN 127 606 348 AFSL 318232 CONTENTS 1. IMPORTANT INFORMATION... 3 2. APPLYING TO TRADE

More information

Product Disclosure Statement

Product Disclosure Statement INGOT BROKERS (AUSTRALIA) PTY LTD Product Disclosure Statement Margin FX, CFD s and Futures 18 th October 2015 Ingot Brokers Pty. Ltd. AFSL: 428015 ABN: 87 159 895 431 Level 25, 88 Phillip Street Sydney

More information

CommSeC CFDS: IntroDuCtIon to FX

CommSeC CFDS: IntroDuCtIon to FX CommSec CFDs: Introduction to FX Important Information This brochure has been prepared without taking account of the objectives, financial and taxation situation or needs of any particular individual.

More information

FX Options NASDAQ OMX

FX Options NASDAQ OMX FX Options OPTIONS DISCLOSURE For the sake of simplicity, the examples that follow do not take into consideration commissions and other transaction fees, tax considerations, or margin requirements, which

More information

Exchange Traded Funds A Brief Introduction

Exchange Traded Funds A Brief Introduction Exchange Traded Funds A Brief Introduction 1 What You Need to Know about ETFs 2 ETF Basics Benefits of ETFs ETFs vs. Mutual Funds The Role of ETFs in Your Portfolio Our Next Steps Appendix: FAQs 3 ETF

More information

Ausbil Investment Trusts Australian Active Equity Fund

Ausbil Investment Trusts Australian Active Equity Fund Contactus@ ausbil.com.au Ausbil Investment Trusts Australian Active Equity Fund Product Disclosure Statement 18 December 2014 ARSN 089 996 127 APIR AAP 010 3AU mfund AXW01 Commenced April 1997 Issue Number

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement Sumo Forex Limited Level 4, 228 Queen Street, Auckland, 1010, New Zealand Tel: +6498871044 Email: support@sumoforex.com 1. Important Information and Disclaimer 1.1 Financial

More information

The Merchant Securities FTSE 100. Hindsight II Note PRIVATE CLIENT ADVISORY

The Merchant Securities FTSE 100. Hindsight II Note PRIVATE CLIENT ADVISORY The Merchant Securities FTSE 100 Hindsight II Note Our first FTSE-100 Hindsight Note is now fully subscribed; however, as a result of exceptional investor demand we are launching the FTSE- 100 Hindsight

More information

Macquarie Contracts for Difference

Macquarie Contracts for Difference Macquarie Contracts for Difference Product Disclosure Statement 15 JUNE 2015 Macquarie Bank Limited. ABN 46 008 583 542. Australian Financial Services Licence No. 237502. 1 This PDS This product disclosure

More information

Northward Equity Income Fund 3

Northward Equity Income Fund 3 Northward Equity Income Fund Product disclosure statement ARSN 149 088 497 Dated: 1 July 2014 Contents 1. About Antares Capital Partners Ltd 2 2. How the Northward Equity Income Fund works 2 3. Benefits

More information

26 th November, 2014. IC Markets CFDs and FOREX (etoro) PRODUCT DISCLOSURE STATEMENT

26 th November, 2014. IC Markets CFDs and FOREX (etoro) PRODUCT DISCLOSURE STATEMENT IC Markets CFDs and FOREX (etoro) PRODUCT DISCLOSURE STATEMENT International Capital Markets Pty Limited ABN 12 123 289 109 Australian Financial Services Licence No. 335 692 26 th November, 2014 International

More information

Product Disclosure Statement (PDS) Issued 12 September 2014

Product Disclosure Statement (PDS) Issued 12 September 2014 Product Disclosure Statement (PDS) Issued 12 September 2014 Nikko AM-Tyndall Australian Share Wholesale Fund Contents 1 About Nikko Asset Management Australia Limited 2 How the Nikko AM-Tyndall Australian

More information

My LV= Pension Plan Diversified Growth Fund Fund Factsheet 4th Quarter 2012

My LV= Pension Plan Diversified Growth Fund Fund Factsheet 4th Quarter 2012 This factsheet has been produced to provide you with information on this blended fund. It includes information on the investment objective of the fund, where the fund is invested, risk information and

More information

Trading CFDs with Trader Dealer ABN 17 090 611 680 (AFSL NO 333297)

Trading CFDs with Trader Dealer ABN 17 090 611 680 (AFSL NO 333297) Trading CFDs with Trader Dealer ABN 17 090 611 680 (AFSL NO 333297) Pages 1. Overview 3 2. What is a CFD? 3 3. Why Trade CFDs? 3 4. How Do CFDs Work? 4 4.1 Margin 4 4.2 Commission 5 4.3 Financing 6 4.4

More information

International Securities Trading now you can invest across the world

International Securities Trading now you can invest across the world International Securities Trading now you can invest across the world INTERNATIONAL SECURITIES TRADING iii CONTENTS Welcome 2 Trade international securities with CommSec and Pershing 2 International trading

More information

Closed to new investors

Closed to new investors Managed Investment Funds Product Disclosure Statement A range of funds that allows you to create an investment portfolio that suits your individual needs This is a combined Financial Services Guide and

More information

Product Disclosure Statement

Product Disclosure Statement Product Disclosure Statement Margin Foreign Exchange AND Contracts for Difference Issued on 21 July 2015 Issued by AVA CAPITAL MARKETS AUSTRALIA Pty Ltd ABN: 72 143 340 907 AFSL: 406684 www.avatrade.com.au

More information

PRODUCT DISCLOSURE STATEMENT

PRODUCT DISCLOSURE STATEMENT PRODUCT DISCLOSURE STATEMENT Margin FX Contracts and CFDs Issuer: Goldland Capital Group Pty Ltd ABN 76 162 331 311 Australian Financial Services Licence No. 436416 Date: 8 September 2015 Page 1 TABLE

More information

Module 1 Introduction to ETFs

Module 1 Introduction to ETFs Module 1 Introduction to ETFs Course #: Title Topic 1: Big picture investing... 3 Which stock to buy?... 3 Why take a big picture approach?... 3 How can you invest in the market?... 4 Topic 2: What are

More information

Risk Explanation for Exchange-Traded Derivatives

Risk Explanation for Exchange-Traded Derivatives Risk Explanation for Exchange-Traded Derivatives The below risk explanation is provided pursuant to Hong Kong regulatory requirements relating to trading in exchange-traded derivatives by those of our

More information

EATON VANCE HEXAVEST GLOBAL EQUITY FUND Supplement to Summary Prospectus dated December 1, 2015

EATON VANCE HEXAVEST GLOBAL EQUITY FUND Supplement to Summary Prospectus dated December 1, 2015 EATON VANCE HEXAVEST GLOBAL EQUITY FUND Supplement to Summary Prospectus dated December 1, 2015 1. The following replaces Fees and Expenses of the Fund : Fees and Expenses of the Fund This table describes

More information

Understanding ASX Listed CFDs

Understanding ASX Listed CFDs Understanding ASX Listed CFDs Disclaimer Information provided is for educational purposes and does not constitute financial product advice. You should obtain independent advice from an Australian financial

More information

TABLE OF CONTENTS. 1. Important Information... 4 NOTES AND DISCLAIMER... 4 HOW TO CONTACT US... 4 ELECTRONIC VERSION OF THE PDS...

TABLE OF CONTENTS. 1. Important Information... 4 NOTES AND DISCLAIMER... 4 HOW TO CONTACT US... 4 ELECTRONIC VERSION OF THE PDS... TABLE OF CONTENTS 1. Important Information... 4 NOTES AND DISCLAIMER... 4 HOW TO CONTACT US... 4 ELECTRONIC VERSION OF THE PDS... 4 UPDATED INFORMATION... 4 TREATMENT OF OVERSEAS APPLICANTS... 4 RESTRICTIONS

More information

Combined Product Disclosure Statement Financial Services Guide for MahiFX Margin FX Trading

Combined Product Disclosure Statement Financial Services Guide for MahiFX Margin FX Trading Combined Product Disclosure Statement Financial Services Guide for MahiFX Margin FX Trading MahiFX Limited ARBN: 152 535 085 AFSL: 414198 Date: 28 August 2013 Version: 3.1 1. About this combined Product

More information

PRODUCT DISCLOSURE STATEMENT

PRODUCT DISCLOSURE STATEMENT PRODUCT DISCLOSURE STATEMENT EIGHTCAP PTY LTD ABN 73 139 495 944 AFSL 391441 Suite 1913, Level 19, 180 Lonsdale Street, Melbourne, VIC 3000, Australia Phone: 03 8373 4800 Fax: 03 9623 2201 Email: customerservice@eightcap.com

More information