What arestructured investments?
Structured Investments
A structured investment is a pre-packaged investment strategy that provides exposure to underlying assets which may include a single stock, a basket of stocks, indices, commodities, debt securities, listed futures contracts, exchange traded funds, managed funds and/or foreign currencies.
Structured investments are investments that are customised to meet specific investment objectives. They typically have the aim of either enabling access to unique investment thematics or underlying assets or improving the risk/reward ratio compared to traditional investments, or both.
Structured investments can be used as an alternative to a direct investment, as part of the asset allocation process to increase diversification or reduce risk exposure of a portfolio, or to obtain leverage to a current market trend or investment theme.
Some examples of the customised features that could be included within the termsof the structured investment can include:
Limited Recourse Leverage
Enabling accelerated capital growth with limited downside risk, no margin calls, no credit checks, SMSF eligible
Capital Protection
Managing the downside risk on a specific underlying asset or portfolio in the context of a fully funded investment
Diversification
Providing exposure to a wide range of asset classes within a single investment or access to a new asset class or investment theme which investors are not expected to currently have within their existing portfolio (e.g. commodities or dispersion). This can be delivered in either a fully funded or leveraged format
Yield enhancement
Structured investments are investments that are customised to meet specific investment objectives. They typically have the aim of either enabling access to unique investment thematics or underlying assets or improving the risk/reward ratio compared to traditional investments, or both.
Access to non-traditional asset classes
Such as commodities, clean energy, new emerging technology, dispersion, inflation linked equities etc
What is a limited recourse loan?
What are structured investments?
Sequoia Asset Management Pty Ltd acts as the Arranger of all structured investments and is referred to in the above videos. Sequoia Asset Management Pty Ltd (“SAM”) and it’s representatives are licenced to provide general financial advice only. General financial advice does not take into account your personal situation, needs or objectives. Please refer to the SAM website https://www.sequoiaam.com.au/
What is a limited recourse loan?
What are structured investments?
Sequoia Asset Management Pty Ltd acts as the Arranger of all structured investments and is referred to in the above videos. Sequoia Asset Management Pty Ltd (“SAM”) and it’s representatives are licenced to provide general financial advice only. General financial advice does not take into account your personal situation, needs or objectives. Please refer to the SAM website https://www.sequoiaam.com.au/