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Credit Suisse Performance Plus Series

Credit Suisse Performance Plus Series
Cash Rebate 0.75%
Closing Date CLOSED
Minimum Investment $20,000 per Unit class
Investment Term Unit Classes A & B - 5 years
Unit Class C – 7 years
Research   Adviser Edge 3¾ stars
  Lonsec Recommended

Performance Plus Series


It’s a frustrating challenge: you want to access recovering markets but you’re tied into cash-locked investments.

Credit Suisse Performance Plus Series is the potential solution many investors have been waiting for.

   
  Product Disclosure Statement
 

 
  • 100% Capital Protection at DPA Maturity
    The series is designed to minimise an investor’s exposure to volatility while providing capital growth and income – all with the reassurance of an investment that provides 100% Capital Protection to the Fund at Maturity of the Fund’s Deferred Purchase Agreement. 
  • A solution to cash-locked investments
    The series also offers a solution to any investor who may be tied into cash-locked investments.
  • Research driven
    Investors can choose from three investment classes, all based on analysis by Credit Suisse’s Equities Research team.
  • Potential for accelerated investment growth
    Exposure of up to 150% is possible along with optional lending of up to 100% for eligible investors.
Why invest in the Performance Plus Series?

Through investing in the Series, you can enjoy the following:
  • The potential for accelerated capital growth, through leveraged exposure of up to 150%;
  • The potential for income throughout the term of the investment;
  • 100% Capital Protection at Maturity¹ of the underlying DPA;
  • An investment based on analysis of a leading Research team;

There are risks associated with investing in the Fund, including but not limited to, performance of the Reference Portfolio, limitations on Capital Protection and general investing risks.

For more information about the benefits and risks of investing, please refer to section 6 of the PDS.

The Performance Plus Series offer – closing 11 December 2009

Following the sharp correction during 2008, the share market has begun to recover, leading many to question whether this is a false dawn or the beginning of a new bull market. With the benefit of Credit Suisse research and Capital Protection at Maturity¹ of the underlying DPA, the Performance Plus Series offers investors the ability to access a range of selected investments with the benefit of potential accelerated growth.

Key Dates
Applications Open 8 September 2009
Applications Close 11 December 2009
*Please note that cheque applications may only be received from 24 November 2009

1. Capital Protection is provided to the Fund on the relevant Capital Protection Date and not to individual investors. If investors withdraw at the Capital Protection Date their return will be reduced by the sell spread and therefore they will receive less than the capital protected amount. Capital Protection is subject to other limitations, please refer to the Section 6 ‘Risks’ in the PDS

The following summarises each Unit Class:



2. Distributions of the Fixed Coupon must be reinvested by investors as a further capital contribution to their units.

Unit Class A – Australian Equities Portfolio

The Australian Equities Portfolio represents an attractive opportunity for medium to long term investors by providing exposure to a diversified equity portfolio of ten large blue chip Australian listed companies.



Unit Class B – Australian Resources & China Portfolio

Australian resource equities are well positioned to take advantage of the world growth recovery and the continued strength of China. Therefore, Unit Class B has been designed to offer investors direct exposure to a selected portfolio of high quality resource shares, and the Chinese share market, through the Hang Seng China Enterprise Index. The portfolio weightings include:



Unit Class C – Index Accumulator Portfolio

Unit Class C – Index Accumulator Portfolio combines volatility managed exposure to the S&P/ASX 200, a minimum return of 21% at maturity of the DPA with a potential variable coupon and a fixed coupon which must be reinvested.



What is the Volatility Feature?

The Volatility Feature is designed to minimise the impact of extreme market volatility.

During the past two years investors have been heavily impacted by the extreme volatility in the share market, which has been accompanied by a sharp fall in the price of shares. The negative relationship between investment returns and volatility is a well-known phenomenon.

  • During periods of positive returns, volatility tends to be low and stable,
  • During periods of negative returns, volatility tends to be high as investors shy away from risk.

The Credit Suisse Volatility Feature is designed to reduce the volatility of investment performance and exploit the negative relationship between investment returns and volatility by varying the exposure to each Underlying Investment between 25% and 150%.

  • During periods of high volatility, exposure to the investment decreases,
  • During periods of low volatility, exposure to the investment increases.


Past performance is not necessarily an indication of future performance. Returns are volatile and vary from year to year. The performance of the Underlying Investment will not correlate with the performance of Unit Class C – Index Accumulator Portfolio.

Please refer to section 5 of the PDS for further details.

How do I invest in the Performance Plus Series?
1 Download the Credit Suisse Performance Plus Series Product Disclosure Statement (PDS) dated 8 September 2009 above
2 Select the Underlying Investment(s) and corresponding Unit Class(es) that best suit your investment objectives
3 Complete the Application Form attached to the PDS
4 Return the application form and your total investment amount with any required supporting information to;
Credit Suisse Performance Plus Series Offer
C/- Computershare Fund Services Pty Limited
GPO Box 804, Melbourne, VIC 3001

This information relating to the Performance Plus Series (the “Fund”) has been prepared by Credit Suisse Investments (Australia) Limited ABN 44 119 605 373 (CSIAL), Australian financial services licence No. 320505. CSIAL is the issuer of units in the Fund. An invitation to apply for units in the Fund is made in the Product Disclosure Statement (PDS) to be dated on or about 8 September 2009. In deciding whether to acquire or continue to hold an investment in the Performance Plus Series, an investor should obtain the PDS and consider its contents. This information is general advice and does not take account of any investor’s objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their situation. We recommend investors obtain financial, legal and taxation advice before making any financial investment decision. CSIAL or its associates, officers or employees may have interests in the financial products referred to in this information by acting in various roles including as DPA issuer, portfolio creator or investment manager. CSIAL or its associates may receive fees or commissions for acting in those capacities. In addition, CSIAL or its associates, officers or employees may buy or sell the financial products as principal or agent. You may contact CSIAL on 612 8205 4855. CSIAL as the Responsible Entity who will purchase a series of Deferred Purchase Agreements on behalf of the Fund from Credit Suisse Sydney Branch (ARBN 061 700 712).

Investments in the Fund are not deposits with or other liabilities of CSIAL, Credit Suisse Sydney Branch, or any company in the Credit Suisse group and are subject to investment risk, including possible delays in repayment and loss of income or the Total Investment Amount. None of CSIAL, Credit Suisse Sydney Branch nor any company in the Credit Suisse group guarantees any particular rate of return on, or the performance of, a Unit Class, nor do any of them guarantee the repayment of the Total Investment Amount from the Unit Classes. Credit Suisse group companies, other than Credit Suisse, Sydney Branch, are not authorised deposit taking institutions

S&P and ASX as used in the term 'S&P/ASX 200' are trade marks of The McGraw-Hill Companies, Inc (McGraw-Hill) and ASX Limited, respectively, and have been licensed for use by Credit Suisse. The Fund is not sponsored, endorsed, sold or promoted by McGraw-Hill, S&P or ASX Limited. McGraw-Hill, S&P and ASX Limited make no representation regarding the advisability of investing in the Fund nor assume any liability in connection with the administration, marketing or trading of the Fund.

Capitalised terms in this document take their meaning from the definitions provided in the Glossary of the PDS.

Simply download an Investment Brochure/PDS above. It’s that easy!

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