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In the current investment climate many investors are questioning the value of managed funds and tending to favour direct equities instead. It's a climate that certainly plays to Ord Minnett's strengths as a well renowned and highly experienced direct equities specialist.

Regardless, Managed Funds can play a useful role in a well diversified investment portfolio and your Ord Minnett Adviser is able to recommend a range of Managed Funds that best suit your investment strategy and your appetite for risk.

All Managed Funds that are recommended by our team of Private Client Advisers and financial Planners have been reviewed by the Ord Minnett Investment Committee. It comprises a number of Ord Minnett Analysts and Compliance Executives, plus a number of our most experienced Advisers.  The Investment Committee meets regularly to review our Approved Product List to ensure our clients are not exposed to poor performing or poorly managed funds.

Stripes

STRIPES - Asia Accelerator II

STRIPES | Asia Accelerator Series II

 

No longer open for investment.

 

STRIPES stands for STRuctured Investment Protected Equity Securities

 

STRIPES | Asia Accelerator Series II overview

 

This investment follows the first STRIPES Asia Accelerator and invests in four key equity markets in Asia, with the added security of 100% Principal protection at its 5 year Maturity. The investment has the potential for up to 200% participation on the positive performance of the Equity Asset of Asia equity indices.

 

STRIPES | Asia Accelerator offered access to markets that were otherwise difficult to reach. It provided investors with exposure to movements in a reference basket of key market indices including;

 

  • The People's Republic of China
  • Japan
  • Singapore
  • Taiwan.

PRICING Data:

Price as at 11/05/2012 for the Asia Accelerator II is $0.953.

STRIPES - Emerging Markets Accelerator

STRIPES | Emerging Markets Accelerator

 

STRIPES Emerging Markets Accelerator matured as at 29th June 2011. 

PRICING DATA:

 Final price as at 29/06/11 for the STRIPES Emerging Markets Accelerator was $1.4055.

STRIPES - Global Financial Titans

STRIPES | Global Financial Titans

No longer open for investment – but a truly innovative product and another great example of Ord Minnett's partnership with JPMorgan.

 

STRIPES stands for STRuctured Investment Protected Equity Securities

 

STRIPES | Global Financial Titans overview

 

The Fund offers investors a way to gain up to 200% exposure to select global financial institutions with 100% Principal protection on the Maturity Date. The Fund allows investors access to a diversified basket of large global banks at a time when the sector has declined significantly from its peaks due to exceptional market conditions for global financial services companies.

 

STRIPES | Global Financial Titans offers;

  • Exposure to a diversified index of high quality financial stocks
  • Principal protection provided at maturity to the value of $1.00 per unit
  • Possibility of receiving annual distributions during the investment period
  • Monthly liquidity from the Issuer
  • Borrow up to 100% of the original invested amount.

PRICING DATA:

Price as at 11/05/2012 for the STRIPES Global Financial Titans is $0.993.