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Man AP
Enhanced
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| Man
AP Enhanced Series 4 Ltd |
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Profit lock-in
feature |
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110-120%
Capital Protected at maturity by ABN Amro Bank N.V.*
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| Absolute
Returns |
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Invest in EUR or USD |
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Performance Target of 15-18% pa in USD or 13-16% pa in EUR with
volatility of 13-15% pa for both**
Aims
to profit in rising, falling or level markets
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Our
View "Strong buy
for low correlated, long term growth" |
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CLOSED
click here to see latest fund |
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Man AP Enhanced
Series 4 Ltd is the latest capital protected product* from
Man
Investments: the largest hedge fund manager in the world with 71.7 billion USD**** under management and part of Man Group, who are listed in the UK's FTSE
top 100 companies.
Man AP Enhanced
Ltd was the first of the series and it has returned 22.5% in
just over 20 months (18/01/05 to 30/09/06) and already it has
10.45%
profit lock-in to the capital protection.
Series 4 offers profit potential in a wide range of
market conditions by investing 50% of the portfolio in Man's
flagship fund: the AHL Institutional programme
(managed futures) with the remainder spread across Directional, Arbitrage, Equity Hedge and
Long/Short Equities.
The AHL
Institutional Programme1
has consistently outperformed both world stocks and bonds (see
below) |
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| AHL
Institutional Programme1 vs World Stocks & Bonds |
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(17th October 1995 -
31st August 2006) |
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AHL Institutional
Programme1 |
World
stocks |
World
bonds |
| Total return |
462.1 % |
136.9 % |
75.1 % |
| Annualised return |
17.1 % |
8.2 % |
5.3 % |
| Annualised volatility |
14.2 % |
14.1 % |
6.5 % |
| Worst drawdown |
-11.5 % |
-46.3 % |
-7.9 % |
| Sharpe ratio3 |
0.90 |
0.34 |
0.18 |
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| 50%***
of the portfolio of Man AP Enhanced is invested in the AHL
Institutional Programme. |
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Principal Protection and profit lock-in
features ensure investors are guaranteed the return of at least 110-120% of
their initial investment at maturity, whilst a profit lock-in feature permits the
product to utilise a portion of the increase of the net new trading
profits to increase this guaranteed amount at maturity.
Our
View:
This type of highly diversified, broad
ranging hedge fund offers investors the opportunity to access the
talents of a proven investment team with a very strong track record, whilst ensuring quality
third party capital protection on maturity.
Both the principal protection and profit-lock in features are ideal for
long term investors seeking a hedge fund exposure without the inherent
risk.
Contact
us now for fund advice tailored to your individual risk profile and
we will blend this fund with others into a balanced, growth oriented
portfolio that performs regardless of any downturn in a single market or
economy.
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Product Information Sheet** |
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Summary |
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Prospectus |
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Profit
lock-in history for Man Investments |
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Application
Pack |
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| Company
Name |
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Man
Investments |
| Closing
Date |
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Closed 11th December 2006 |
| Fund
Name |
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Man
AP Enhanced Series 4 Ltd |
| Allocation |
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100%
invested from day one |
| Sliding
exit penalty |
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4,4,3,3,1,1%
over the first 6 yrs |
| Minimum
Fund Investment |
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50,000
USD/EUR direct or 20,000 USD/EUR via Man's nominee: Albany Trust. Hong
Kong & EEA residents: 50,000 EUR minimum. |
| Fund
Currency |
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USD/EUR |
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*Please note this
investment is only capital guaranteed at maturity on 31st August 2019. It is only suitable for
investors who can invest their capital for 5 years or more and if
the unit price falls below issue, are prepared to leave their
capital until maturity to take advantage of the capital guarantee. Historical performance is no guarantee of
future returns.
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***portfolio allocation subject to change by
investment manager. |
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**** 31/12/07 source Man
Investments |
1
Represented by the actual track record of Man AHL Alpha plc from 17th October
1995 to 31st August 2006. Man AHL Alpha is valued weekly in USD, however for comparative purposes, statistics have been calculated using the last weekly
valuation for each month and fees and gearing particular to Man AHL Alpha plc. |
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3 Sharpe ratio is a measure of risk
adjusted performance that indicates the level of excess return per unit of risk.
It is calculated using the risk-free rate in appropriate currency over the
period analysed. |
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Man AP
Enhanced
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Do you need expert advice on offshore investments? Click Here |
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Open a Luxembourg account
with our regulated broker & save up to 90% on Front End Load
Fees |
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| Number of offshore
funds |
4600 |
| Number of fund
companies |
161 |
| Reduced Front End
Load* |
0.5%
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| Deal Fee (buy or
sell)** |
€5-25 |
| Annual account
fee** |
€36 |
| Other fees* |
None |
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Choose from
HSBC, Fidelity, Baring, Templeton, GAM, Nevsky, INVESCO, Putnam,
Blackrock, Thames River, Sarasin, Henderson, ABN Amro, Mellon,
Legg Mason, etc....Contact
Us |
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UK Expat with UK Pension? |
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If you have
a UK pension and are living abroad you can now legally transfer
your pension offshore thus removing it from the restrictions of
a UK pension.
Contact
Us |
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Regular Savings
Account |
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Cheaper, more flexible, more
convenient than any life company, bank or fund provider plus you
have 100% liquidity of your savings at all times. Open a
Luxembourg account above and your monthly savings will be
automatically invested in the funds of your choice at the same
discounted rate, plus on regular savings there are no deal fees!...Contact
Us |
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High Regular Income
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Keydata Defined Income
Plan 2 |
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Receive high monthly income
equivalent to 8.25% per annum paid gross to non-UK investors.
Unique asset class independent of equities & bonds. |
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High Growth Equity |
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HSBC GIF Chinese Fund |
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Invest in the growing economy
of China. +352.0% growth in 5 yrs to 31/03/08 |
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Templeton Latin American Fund |
| Growth
economy that has missed much of the effect of the credit crunch.
+634.59% return in 5 years to 31/03/08 |
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UK
Tax Benefits |
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Offshore Life Assurance
Bond |
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UK investors including Non-doms
benefit from roll-up of gains without deduction of tax on either
offshore funds or offshore bank accounts held within this type
of bond. You can also take 5% income pa with no immediate tax
liability. Ideal if you need an income in the UK or need growth
& will live abroad in the future. |
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EU Savings
Directive |
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Essential
reading for EU residents who have offshore investments or
offshore bank accounts especially as the with-holding tax
increases next month from 15% to 25%
>> |
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Terms
& Conditions
>> |
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This website states
expert opinion on offshore
investments. It is not personal advice as we are not aware of
your individual requirements. This website is not directed at
UK, US or Hong Kong residents. It is for UK expatriates & other
international investors who may legally invest offshore
>>
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*Normal fund management
fees apply. Based on on normal front end load of 5% & investment
of 250,000 EUR. Deal fee waived on regular savings & annual
account fee increases from €36 to €48. |
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