Get the Whitepaper on Capital Protected

The rise and rise of capital protected products

Russel Chesler, Product Structurer, Structured Products, Perpetual Growth in capital protected products in Australia has been unprecedented, with new flows for many issuers in 2007 achieving more than double their expectations.

Why is this so? Perpetual has spent the past 18 months conducting market research to explore the trends.Perpetual researchers polled the views of investors and industry players locally and abroad.

A key conclusion of the study is the strong likelihood that capital protected products will find a firm place in a wider range of investors’ portfolios.

This view is not without its detractors – the most common view heard from investors was ‘Why would I pay for capital protection – the chance that I would lose money over a six to eight year period in Australian shares is almost zero?

Download the whitepaper on Capital Protected Investments.

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General Advice Disclaimer & Product Disclosure Statement

The advice is General Advice Only. It has been prepared without taking into account any individuals objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.  You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire the products. Peter Horsfield is a Certified Financial Planner (CFP), and is a Practitioner Member of The Financial Planning Association of Australia FPA. Peter Horsfield is authorized to provide advice through Patron Financial Advice Australian Financial Services  License Number 307397.
You should seek advice from a qualified professional before proceeding on (02) 84257802 or financialplanning@fmw.com.au