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JB Global Australian Share Linked Investment E-mail

The JB Global Australian Share Linked Investment is the first investment of its kind in Australia . The investment offers investors an exciting opportunity to take advantage of the current weakness in the Australian share market, with the benefit of capital protection, a regular income, and no ongoing management fees or brokerage.

The structure provides investors with an opportunity to access the performance of an Australian basket of shares with capital protection at maturity. The product also has the added benefit of providing superannuation funds with the ability to borrow 100% of their investment amount through a loan which meets the requirements of section 67(4A) of the Superannuation Industry Supervision (SIS) Act. As far as we are aware, this product is the first of its kind in the market.

Managing Director of JB Global Investment Services, Justin Beeton said “The JB Global Australian Share Linked Investment Series is a new initiative for our business. This quarterly series will provide our client base with the opportunity to participate in a capital protected product that provides access to the performance of quality Australian underlying securities.”

The key features include:

  • Exposure to the performance of a basket of Australian securities
  • Capital protection at maturity
  • Regular coupon payments
  • Performance lock ins
  • 100% borrowing
  • Suitability for self-managed super funds
Below are indicative interest rates that apply for the investment loan:

 Interest Type  

 Interest Rate (p.a)

 Fixed Interest Rate (annual-in-advance)

 8.60%

 Fixed Interest Rate (monthly-in-arrears)

 8.80%

 Variable Interest Rate

8.05% as at 31st Oct 2009
(Contact your adviser for the
current variable rate)




Information on Your Investment -  December 2008 Investment Performance (ISIN: XS0396198227)

 Date

 Indicative Investment Value

 15 December 2008   

 $1.0000

 30 January 2009

 $1.0200

 28 February 2009

 $0.9700

 31 March 2009

 $0.9900

 30 April 2009

  $0.9900 

 31 May 2009

  $0.9800

 30 June 2009

 $0.9900

 31 July 2009

 $1.0400

 31 August 2009

 $1.0568

 30 September 2009   

 $1.1102

 31 October 2009

$1.0759

 30 November 2009

$1.0693

 31 December 2009

$1.1164

 31 January 2010

$1.0857

 26 February 2010

$1.0638

 31 March 2010

 $1.1014

 30 April 2010

 $1.0632

 31st May 2010

$1.028

 30th June 2010$1.0179

 30th July 2010

 $0.9994

 31st August 2010

 $0.9995

 30th September 2010

 $0.9753

29th October 2010

 $1.0069

 30th November 2010

 $1.0047

31st December 2010

$1.0153

 31st January 2011

 $1.0188

 28th February 2011

 $1.0210

 31st March 2011

 $1.0315

 29th April 2011

 $1.0257

 31st May 2011

 $1.0188

 30th June 2011       

 $1.0154

29th July 2011

 $1.0016

 31st August 2011

 $0.9970

 30th September 2011

 $1.0072

 31st October 2011

 $1.0155


Disclaimer

Please note that this Unit Value is not an indicative bid or offer nor is the Unit Value the value that you may receive on an Early Maturity or the Final Value per Unit. Please refer to the Product Disclosure Statement for further detail. All capitalised words have the meaning provided in the Product Disclosure Statement.


Investor Updates

Investment Details

Before you access and read the PDS, supplementary PDS 11th Nov 08, supplementary PDS 28th Nov 08 you should read the Financial Services Guide (FSG) for CSEAL and CSIAL. The FSG is intended to provide you with information about the product provider and the services it provides.

If you would like apply to invest, please contact JB Global Investment Services on               02 8114 2222         02 8114 2222.