Instreet Enterprise Trusts
The Instreet Enterprise Trusts (June 2008) seek to provide you with the following potential benefits and features:
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Attractive investment opportunities with growth potential:
The Instreet Enterprise Trusts offer you the opportunity to access
investments in:
- key emerging markets;
- equity securities of the global gold mining industry; and
- a dynamic index with exposure to commodities.
100% gearing with competitive funding costs:
The 100% gearing facility allows you to invest with a low initial capital outlay. You will have access to competitive interest rates and flexible loan options under Investment Loans offered by a Macquarie company (Loan Provider)*.
Indicative floating rate funding costs (June 2008):
- Global Gold Trust 7.60%
- Emerging Markets Trust 7.60%
- Momentum Trust 8.10%
Interest payable annually-in-advance. For full details of interest rates and payments options available, please refer to the PDS.
Capital protection at Maturity:
Your exposure to the underlying investments in each of the Instreet Enterprise Trusts should be capital protected at maturity, thus ensuring that you should receive at maturity an amount that is at least sufficient to repay your Investment Loan. This capital protection is subject to risks, limitations
and conditions.**
An efficient investment solution:
- Interest on the Investment Loan should be fully tax deductible;
- If investors choose to pay interest annually-in-advance, they may be entitled to claim tax deductions at the time of the payment; and
- Investors may also benefit from an addition tax deduction (over and above their actual cash payment) due to the terms of the Investment Loan.
Profit Lock-In:
This feature provides a rising minimum redemption value at the maturity date for two of the options. The Profit Lock-In feature is subject to risks, limitations and conditions.
Quick and easy to set up:
Investors, complete a single application for the Instreet Enterprise Trust and Loan(s).
Ability to redeem you investment:
You may redeem your units from the Instreet Enterprise Trust semi-annually from July 2009. However the investment is designed to be held until maturity and thus, capital protection will not apply to your investment prior to maturity.
For more information, get a PDS or to ask a question:
PDS Update:
Standard & Poor’s Ratings Services (“S&P Ratings Services”) has lowered its rating of Merrill Lynch from A+ to A. For more information, click here.
*Investors must be approved by the Loan Provider.
