Case Studies

Case studies examples can assist in understanding our suite of products. Case studies provide example of possible uses of our products for illustrative purposes only.
Your individual circumstances will determine if a product is suitable for your personal situation. The example below however can assist in how to evaluate our products to determine if they are suitable.

You will be able to gain an exposure to the Australian or international stock markets at a cost which is just a fraction of your notional exposure.  This allows you to be aggressive and obtain a ma

Using Instreet Masti you will be able to gain an exposure to the Australian, US and pan-European stock markets at a cost which is just a fraction of your notional exposure.  This approach allows yo

The last two years have seen an extraordinary recovery in both Australian and global investment markets.

Many advisers have clients who are classified as wholesale/sophisticated investors and prefer using the Instreet Masti Wholesale version for business efficiency reasons.
John, an adviser, wants to recommend to his wholesale/sophisticated clients an exposure to a basket of Indian, Technology and US Consumer Discretionary stocks. This allows his clients to obtain a material exposure to growth assets, knowing upfront the worst-case outcome and the maximum potential loss.

Strategy

Working with his adviser, James decides he wants exposure to the Overseas equities in order to grow his wealth.
James currently has $500,000 in his SMSF of which $300,000 is invested in direct Australian shares.
James invests $6,550 in order to gain an exposure of $100,000 to the performance of the S&P 500 index. This is funded out of the current cash holding of the SMSF.
During the three-year investment term, James will receive two fixed coupons totalling $4,000 (or 4% of the investment exposure at the end of the first and second year) and may receive a final coupon that is linked to the performance of the S&P 500.

You will be able to gain an exposure to the Japanese /European stock markets at a cost which is just a fraction of your notional exposure. This allows you to be aggressive and obtain a material exposure to growth assets, knowing upfront the worst-case outcome and your maximum potential loss.

Link Nikkei 225 can be used to solve a variety of the problems that advisers typically confront, while at the same time meeting a wide range of investor objectives.  The following is a summary of t

Link Euro Stoxx50 can be used to solve a variety of the problems that advisers typically confront, while at the same time meeting a wide range of investor objectives.  The following is a summary of

Many investors hold a mixture of assets including cash, bonds and equities to achieve diversification within a portfolio however, as shown below this diversification can actually produce a concentration of risk, with over 95% of the portfolio risk due to equity exposures.

As part of a portfolio diversification strategy, many investors hold some exposure to gold through ETFs or perhaps even physical gold in the Perth Mint. A common concern is the lack of investment income unless the gold price increases and they often sell part of their gold holding to generate income. The investor wants to hold it for defensive purposes, but would also like to get paid some regular income from it.