Instreet Yield

Instreet Yield can offer attractive income returns when markets are trading sideways

Instreet Yield Series pays fixed quarterly coupons (10.00% p.a.) over a 2 year period and returns all your inital investment as long as the worst performing component share in a basket of 4 Australian resource stocks does not fall more than 40% at the end of the 2 year term*. At maturity, your initial investment of $1.00 per unit will also be paid in addition to the final coupon.

A Kick-In Event is deemed to occur if the closing price of any component shares is equal to or less than 60% of the Starting Price at the end of the 2 year investment term. If a Kick-In Event occurs, you will be exposed to the returns of the lowest component share and suffer a loss.

An investment may suit investors if seeking:

Regular Income: Instreet Yield provides the opportunity to receive income from fixed quarterly Coupons of 10.00% p.a. These Coupons will be paid on each quarterly Coupon Payment Date, regardless of the performance of the basket of resource stocks.
An investment where the Final Value is not impacted by a fall in the value of the worst performing component share down to 60% of the Starting Price at maturity only.
SMSF: An investment in the Units may be suitable for self-managed superannuation funds.
To diversify an investment portfolio which may be overweight cash or property.
Do not believe the price of the basket of 4 resource stocks will fall more than 40% at the end of the 2 year Investment Term.

*Indicative annual Coupon Rate as at 15 June 2021. Component Shares are BHP, RIO, FMG, STO.

Key Risks:

The capital invested is at risk as there is no capital protection or guarantee of financial return on your investment.
A Kick-In Event occurs if the closing price of one of more component shares is at or below the Kick-In Price at maturity. Investors will then have downside exposure to this share.
The units can mature early if an Early Maturity Event occurs or if an investor requests an Issuer Buy-Back and break costs may apply. Investors may receive significantly less than what they would have received had they held the Units to maturity.
Prior to maturity the value of the units will depend on many factors such as creditworthiness of the issuer, value of the Shares which will go up and down, time to Maturity, volatility, dividends, interest rates and other market factors.