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Optima 3 – 8.5% ($) since May this year! |
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Saturday, 08 October 2005 |
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You may remember we covered this fund back in June and so far it is doing rather well. If you are looking for a safe haven for your funds then why not look at the Optima 3 which provides a capital guarantee from Barclays Bank. The Optima consists of a basket of ABN Amro, Gartmore and Millburn Ridgefield funds with the Barclays Capital Guarantee as an overlay of financial protection. The ABN fund has annualized returns of 20.3%, Gartmore 37% over the last 2 years and Millburn Ridgefield 18% per annum since 1977.
For more details and a prospectus in pdf,
The key features of the fund are as follows:
• 10 year minimum 100% capital guarantee from Barclays
• 12 month offer period
• Guarantee price is the highest price reached during the offer period
• 100% allocation (No up front charges)
• Equal weighting to the 3 underlying funds.
• Potential for early profit taking in the form of a lock out
• Lock out is automatic if the investment returns +30% inside three years or +50% inside five years - back testing from Barclays Capital shows that the fund would have locked out within 3 years.
Underlying investments:
• ABN AMRO Global Emerging Markets Bond Fund: AA Rated by Standard and Poors Fund size $1bn + 5 year annualized return 20.3% per annum
• Gartmore European Select Opportunities Fund: AAA Rated by Standard and Poors Fund size £1.5 billion + Performance over 2 years to 31/12/04 +37%
• Millburn Ridgefield Diversified Trading Company II: Managed Futures Fund Group assets under management $1.2 billion + Annualized return since 1977 +18% per annum
For more details in pdf format please contact us or call us toll free 8004558 Tel (9714) 3979550 and one of our qualified consultants will discuss this investment opportunity in more detail. |
