The Power of Alternatives
Learn the secrets of smart investing that major investment firms such Macquarie, BlackRock, Citi, USB and Morgan Stanley keep to themselves.
"Adding a 20% allocation of alternatives to a traditional 60/40 portfolio increased the annualized returns by up to 10% over a 10-year period while simultaneously reducing portfolio volatility by 10%"
BlackRock
Global Asset Manager
"During market downturns, portfolios with alternatives experienced 30% smaller losses compared to a pure 60/40 portfolio, according to a study by Morningstar. This is because alternatives, like real estate and commodities, often move differently from stocks and bonds, offering better protection during bad markets."
Morningstar
Investment Research
Unique Access
Ability to generate greater certainty of returns and navigate volatile market cycles.
Defined Outcome
Ability to highly curate a product around an investor’s objective, asset class, currency and time horizon.
Diversified Portfolio
Potential for better risk-adjusted
returns than a direct investment
into an asset class.
What You Get Access To
ASX Diversified
The Discount Entry Note strategy offers investors the chance to acquire Australian diversified stocks at a 20% discount or earn a 8.5% yield, providing a strategic advantage by securing value and reducing potential losses. This approach allows investors to benefit from market downturns while maintaining exposure to valuable assets, turning economic volatility into an opportunity for growth.
Fixed Coupon Notes
- Discounted Entry: “Gain access to top banking and consumer stocks at a 20% discount.”
- Earn While You Wait: “Benefit from an 8.5% yield as you strategically position your investments.”
- Volatility Protection: “Safeguard your portfolio against market fluctuations.”
Gold & Silver
The Enhanced Growth Gold & Silver Strategy provides a unique investment opportunity by leveraging gold's traditional value and silver's rising industrial demand. With gold projected to reach $2,600 and silver $48 by mid-2025, this strategy offers significant potential gains. Utilizing up to 10:1 leverage, it amplifies returns while maintaining prudent risk management. This approach captures both the traditional value and industrial growth of these metals, offering a resilient investment aligned with market trends and geopolitical changes.
Smart-Entry Notes
- Precious Metal Advantage: “Capture gains from potential gold and silver price surges.”
- Leverage Wisely: “Amplify your investment power with up to 10:1 leverage, ensuring capital efficiency without excessive risk.”
ASX Diversified
The Discount Entry Note strategy offers investors the chance to acquire Australian diversified stocks at a 20% discount or earn a 8.5% yield, providing a strategic advantage by securing value and reducing potential losses. This approach allows investors to benefit from market downturns while maintaining exposure to valuable assets, turning economic volatility into an opportunity for growth.
Discount-Entry Notes
- Discounted Entry: “Gain access to top banking and consumer stocks at a 20% discount.”
- Earn While You Wait: “Benefit from an 8.5% yield as you strategically position your investments.”
- Volatility Protection: “Safeguard your portfolio against market fluctuations.”
Gold & Silver
The Enhanced Growth Gold & Silver Strategy provides a unique investment opportunity by leveraging gold's traditional value and silver's rising industrial demand. With gold projected to reach $2,600 and silver $48 by mid-2025, this strategy offers significant potential gains. Utilizing up to 10:1 leverage, it amplifies returns while maintaining prudent risk management. This approach captures both the traditional value and industrial growth of these metals, offering a resilient investment aligned with market trends and geopolitical changes.
Enhanced Growth
- Precious Metal Advantage: “Capture gains from potential gold and silver price surges.”
- Leverage Wisely: “Amplify your investment power with up to 10:1 leverage, ensuring capital efficiency without excessive risk.”
Previous Placements
