Compound Capital IM 500 Series Investment
What Is the IM 500 Series Investment?
The IM 500 Series Investment are individual mandated investment portfolios selected by Compound Capital. The IM 500 Series are held for durations from 1 to 5 years and investors can fund 100% of the investment through a capital protected loan offered by Compound Capital.
The objective of the IM 500 Series investment is build investors’ wealth through the principles of leverage, compounding returns and capital protection from an investment in a basket of the highest quality Australian Shares.
This product allows investors to receive all the dividends and capital growth from the basket of shares that is fully financed, without any risk of capital loss on the funds borrowed over a 5 year term.
Protected Portfolio Investment
What Is the Protected Portfolio Investment?
The Protected Portfolio Investments are individually mandated investment portfolios currently held by the investor. Typically investors portfolios have started out as a margin loan investment or direct equity investment where the investor wishes to remove the risk of margin calls or minimise capital downside on a pre- existing direct share portfolio.
The objective of the Protected Portfolio Investment is to restructure an investor’s existing portfolio to remove any margin call risk, release cash without incurring capital gains tax and build wealth through the principles of leverage, compounding returns and capital protection from share investments.
High Yield Generator
What Is the Compound Capital High Yield Generator?
The Compound Capital Hi Yield Generator is an investment that that is designed to generate a yield anticipated to be substantially higher than the mid swap money market rate over an investment horizon of up to five years. The maturity value of the investment is anticipated to be the initial outlay with the potential for some variation driven by some market exposure to the equities market.
The objective of the Compound Capital High Yield Generator is to provide investors with a higher level of income distribution than compared to bank term deposits over a given timeframe, with low equity risk exposure..
Capital Protected Equity Participator
What Is the Capital Protected Equity Participator?
The Capital Protected Equity Participator is an investment that that is designed to give invested a percentage of equity upside and a nominated investment yield with capital protection for a time frame of up to seven years. The maturity value of the investment is anticipated to be 100% of the initial outlay plus the nominated level of participation in equity growth plus the accumulated coupons. The invested capital has a moderate level of market exposure to the market value of each stock marking up the underlying basket.
The objective of the Capital Protected Equity Participator is to provide investors with a exposure to the equity market with full capital protection with the addition an income stream for the nominated timeframe.
Compound Capital Multi Strategy Fund
What Is the Compound Capital Multi Strategy Fund?
The Compound Capital Multi Strategy Fund is an open ended unlisted trust that combines a number of absolute return strategies to provide capital protected returns to investors. Typically investors are mostly institutional investors, private wealth managers and financial planners.
Investors in the Compound Capital Multi Strategy Fund have a time frame of 3 to 5 years duration. Investors may invest directly or finance their investment through a 100% capital protected loan offered by Compound Capital. Investors who invest directly can lock in a capital guarantee if they hold their investment for the full term and also have the potential to lock in capital profits at intervals along the way.
The objective of the Compound Capital Multi Strategy Fund is to provide investors strong capital growth and income distributions from a combination of absolute return strategies based on principles of leverage, investment arbitrage, compounding returns and capital protection on your investments.
