The Units in Dispersion – US Inflation – Series 9 offer investors the ability to gain exposure to the Dispersion of a Reference Basket of listed US Shares (each an “Underlying”) during the period from the Commencement Date to the Maturity Date (being a period of approximately 2 years) based on the full leveraged Investment Amount.
A summary of the key features are as follows:
Reference Basket:
Offer Open
Register Your Interest & Receive the PDS
Investment Overview
Investment in the Units is by way of a 100% LVR limited recourse loan, with Investors only being required to pay an Application Fee and Prepaid Interest following a successful application for Units.
The objective of Series 9 is to enable investors to benefit from divergent stock price performance due to rising US Inflation expectations during the Investment term. The Reference Basket has been selected based on 5 stocks which have historical HIGH correlation to rising inflation expectations and 5 stocks which have historical LOW correlation to rising inflation expectations. This is based on the individual stock’s correlation to the USD Inflation Swap Forward 5Y5Y Index which is a common measure used by central banks and dealers to look at the market’s future inflation expectations in the US.
