Justin Talking Berkshire Hathaway
As at 28th March 2011, 12 months since the interview, BRK-B is up 14.2%

 

 

JB Global Equity Plus - Choice E-mail

JB Global Equity Plus is designed to offer flexibility by offering three series of units, each of which offers exposure to the performance of a basket of selected securities with the added benefit of captial protection in relation to units held at the maturity date and a facility to borrow 100% of the investment amount.

  1. Australian Shares
  2. Australasian Property and Infrastructure
  3. Sustainable Energy (Solar, Wind, Biofuels)

Each sector has an exposure to a basket of 10 shares that are expected to deliver strong growth over the next 5 years, as identified by JB Global.

The investment also incorporates a non-compolsoury 100% loan, giving investors the ability to borrow 100% of their investment amount via a limited recourse loan, also suitable for Self Managed Super Funds.


The investment is a great opportunity for investors seeking

  • International Sector Diversification
  • High Growth Potential
  • 100% Capital protected at maturity
  • Ability to borrow 100% of the investment amount
  • Low upfront costs
  • Interest rate from 7.75% p.a.
  • Significant potential tax benefits
  • High income potential

Australian Shares - Investment Details

Equity Plus Australia will have an exposure to the following stocks.

  • ASX - AUSTRALIAN STOCK EXCHANGE LIMITED
  • ANZ - AUSTRALIA & NEW ZEALAND BANKING GROUP
  • BHP - BHP BILLITON LIMITED
  • BSL - BLUESCOPE STEEL LIMITED
  • CSL - CSL LIMITED
  • AMP - AMP LIMITED
  • LEI  - LEIGHTON HOLDINGS
  • STO - SANTOS LIMITED
  • WES - WESFARMERS LIMITED 
  • ORG - ORIGIN ENERGY 

Capital Protection is provided at Maturity across the basket (In 5 Years)

JB Global Equity Plus - June 2009 Australian Shares Indicative Unit Performance (ISIN:XS0438747056) 

 Date

 Indicative Investment Value

 31st July 2009 $1.0000
 31st August 2009 $1.0796
 30th September 2009 $1.0993
 30th October 2009 $1.0959
 30th November 2009 $1.1002
 31st December 2009  $1.1566
 31st January 2010 $1.1156

 28th February 2010

$1.1589

 31st March 2010

 $1.2139

 30th April 2010

$1.1406

 31st May 2010

 $1.0366

 30th June 2010                       

  $0.9907

 30th July 2010   

  $0.9942

 31st August 2010

$0.9946

 30th September 2010

 $0.9939

29th October 2010

 $1.0363

 30th November 2010

 $0.9958

31st December 2010

$1.0231

 31st January 2011

 $1.0487

 28th February 2011

 $1.0495

 31st March 2011

 $101.41

 29th April 2011

 $0.9985

 31st May 2011

 $0.9539

 30th June 2011

 $0.9058

 29th July 2011

 $0.8924

 31st August 2011

 $0.8801

 30th September 2011

 $0.8813

 31st October 2011

 $0.8914

 30th November 2011

 $0.8941

 31st December 2011

 $0.8946


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  Australasian Property and Infrastructure - Investment Details 

Equity Plus - Australasian Property & Infrasture will have an exposure to the following stocks. 

  • CAPL (SP) -CAPITALAND LTD
  • 1 (HK) - CHEUNG KONG HOLDINGS LTD
  • 1800 (HK) - CHINA COMMUNICATIONS CONSTRUCTIONS CO LTD
  • 8801 (JT) - CHINNEY INVESTMENTS LTD
  • KEP (SP) - KEPPEL CORP LTD
  • MIG (AU) - MACQUARIE INFRASTRUCTURE GROUP
  • SGP (AU) - STOCKLAND
  • 16 (HK) - SUN HUNG KAI PROPERTIES LTD
  • 8830 (JT) - WAH NAM GROUP LTD
  • WDC (AU) - WESTFIELD GROUP
Capital Protection is provided at Maturity across the basket (In 5 Years)

JB Global Equity Plus - June 2009 Property & Infrastructure Indicative Unit Performance (ISIN:XS0438746835)

  Date

Indicative Investment Value

 31st July 2009 $1.0000
 31st August 2009 $0.9999
 30th September 2009 $1.0046
 30th October 2009 $1.0091
 30th November 2009 $0.9976
 30th December 2009 $1.0207
 31st January 2010 $0.9852

 26th February 2010

$0.9859

 31st March 2010

$1.016

 30th April 2010

 $1.0428

 31st May 2010

 $0.9891

 30th June 2010

 $0.9874

 30th July 2010

 $0.9944

 31st August 2010

 $0.9946

30th September 2010

  $100.46

29th October 2010

$1.0328

 30th November 2010

 $1.0142

31st December 2010

$1.031

 31st January 2011

 $1.0624

 28th February 2011

 $1.0363

 31st March 2011

 $1.0027

 29th April 2011

 $100.24

 31st May 2011

 $0.9946

 30th June 2011

 $0.9622

 29th July 2011

 $0.9798

 31st August 2011

 $0.9322

 30th September 2011

$0.9109

 31st October 2011

$0.9352

 30 November 2011

 $0.9341

 31st December 2011 

 $0.9283


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Sustainable Energy (Solar, Wind, Biofuels) - Investment Details

   

Equity Plus - Australasian Property & Infrasture will have an exposure to the following stocks.

  • ADM ( USA ) - Archer - Daniels Midland Co
  • BG ( USA ) - Bungle Ltd
  • FSLR ( USA ) - First Solar Inc
  • FPL ( USA ) - FPL Group Inc
  • IBR (SQ) - Iberdrola Renovables Sa
  • QCE (GY) - Q-Cells Se
  • REC (NO)- Renewable Energy Corp As
  • SPWRA ( USA ) - Sunpower Corp - Class A
  • STP ( USA - Suntech Power Holdings - Adr
  • VWS (DC) - Vestas Wind Systems A/S
Capital Protection is provided at Maturity across the basket (In 5 Years)

JB Global Equity Plus - June 2009 Sustainable Energy Indicative Unit Performance (ISIN:XS0438748021) 

 Date

 Indicative Investment Value

 31st July 2009 $1.0000
 31st August 2009 $1.0533
 30th September 2009 $1.0528
 30th October 2009  $1.0531
 30th November 2009 $1.0529
 30th December 2009  $1.0527
 31st January 2010 $1.0528

 26th February 2010

$1.0531

 31st March 2010

 $1.0531

 30th April 2010

 $1.0527

 31st May 2010

 $1.0532

  30th June 2010

 $1.0583

 30th July 2010

 $0.9955

 31st August 2010

 $0.9958

 30th September 2010

 $0.8484

29th October 2010

 $0.8518

 30th November 2010

 $0.8242

31st December 2010

$0.8328

 31st January 2011

 $0.8686

 28th February 2011

 $0.8857

 31st March 2011

 $0.8968

 29th April 2011

 $0.8900

 31st May 2011

 $0.8758

 30th June 2011

 $0.8757

 29th July 2011

 $0.8714

 31st August 2011

 $0.8763

 30th September 2011

 $0.8785

 31st October 2011

 $0.8858

 30th November 2011 

 $0.8956

 31st December 2011 

 $0.8936

 

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Download the Product Disclosure Statement (PDS)

Doanload the JB Global Equity Plus PDS by clicking here. Please also 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.

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