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The ANZ Argon Facility allows investors to tailor strategies which generate additional yield in their portfolios, both inside and outside of a SMSF.
Under the ANZ Argon Facility, Notes are issued by ANZ that provide an enhanced yield in exchange for taking risk on the principal invested.
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| Asset class |
Notes can be linked to a range of Reference Assets including securities quoted on the ASX or other exchanges, indices, currencies, commodities or any other asset agreed by ANZ. |
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| Issuer |
Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) | |
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| Deal Structure |
Investment in a Note issued by ANZ. Terms of the Note tailored to your own investment views. |
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| Investment Objective |
Generate yield from fixed coupon payment/s with the return at maturity linked to the performance of a Reference Asset. | |
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| Note Series |
Two series available:
- Asset Linked Notes - investor receives a fixed coupon on the funds invested and the return at maturity is based on the performance of a single Reference Asset.
- WOKI Notes - investor receives a fixed coupon on the funds invested and the return at maturity is based on the performance of a basket of Reference Assets.
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| Capital Protection |
The Notes are NOT capital protected and you may lose some or all of your initial investment. | |
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| Maturity |
From 1 month to 10 years | |
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| Flexible pay-off |
Flexibility to tailor the Reference Asset, Exchange Asset, Maturity Date, Strike Level and other variables to your investment views | |
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| Features |
Key features:
- Enhanced yield:potential Coupon/s that may provide a higher investment return than might be available in traditional deposit-type products
-Flexibility - tailor your investment views
-SMSFs - available to SMSFs
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| Key Risks |
An investment in an Asset Linked Note is NOT capital protected and you may lose some or all of your initial investment.
You are exposed to the performance of and risks particular to the Reference Asset
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| Offer document |
Product Disclosure Statement dated 23 November 2012
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| Minimum investment |
AUD $100,000 per Note (or less at our discretion) | |
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| Expected Opening Date |
This product is currently open | |
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Expected
Close Date |
There is no close date for this product | |
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| Important Notice |
The information published on this website is a summary of the product(s) referred to only and has been prepared without taking into account the objectives, financial situation or needs of any person. The information does not constitute a solicitation or an offer or recommendation to buy or sell any financial product, to effect any transaction, or to conclude any legal act of any kind. The product(s) described may not be available for all investors and/or for residents in certain jurisdictions.
Full details of the product(s) described (including, but not limited to, specific product details, investor/selling restrictions, details of remuneration and other fee disclosures, investment risks, possible conflicts of interest and taxation information) are set out in the relevant disclosure document ("Product Disclosure Statement") which is available via the link above, or by contacting your ANZ sales representative.
Before making any investment decision, please carefully consider the Product Disclosure Statement and seek independent tax, legal, financial and/or other relevant advice from qualified experts, having regard to your\objectives, financial situation and needs.
Neither Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) ("ANZ") nor its related bodies corporate nor its or their, officers, employees or agents ("Affiliates") make any representations that the information and opinions expressed on this website are accurate, complete or current. Except where contrary to legislation, neither ANZ nor its Affiliates accept any liability (including for negligence) for loss or damage incurred, directly or indirectly, by you or any other person in connection with the provision, or use, of the information published on this website.
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print version
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ANZ's Reference Asset Linked Investment (RALI) is a highly flexible product that offers you exposure to a wide range of global financial markets and investment strategies. RALI is available on themes selected by ANZ or may be tailored to terms that suit you. |
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| Asset class |
Domestic and international equities, commodities, currencies, exchange traded funds and fixed interest securities |
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| Issuer |
Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) | |
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| Deal Structure |
Investment via a deferred purchase agreement (DPA) with ANZ. Available on themes selected by ANZ or on terms designed to suit you
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| Investment Objective |
Profit from directional views of a selected market or asset with or without capital protection | |
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| Capital Protection |
Available up to 100% of the issue price depending on the particular terms of the RALI Series | |
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| Maturity |
From 1 month to 10 years | |
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| Flexible pay-off |
RALI can be designed to deliver income or capital (or a combination thereof) as well as flexible protection levels | |
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| Features |
Available features include:
Profit lock-in;
Enhanced yield;
Volatility smoothing;
Early callability; and
Greater than 100% participation in the selected underlying
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| Offer |
$100.00 per DPA contract
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| Offer document |
Information Memorandum dated
1 November 2011 | |
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| Minimum investment |
A$50,000 per Series | |
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| Expected Opening Date |
This product is currently open | |
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Expected
Close Date |
There is no close date for this product | |
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| Important Notice |
The information published on this website is a summary of the product(s) referred to only and has been prepared without taking into account the objectives, financial situation or needs of any person. The information does not constitute a solicitation or an offer or recommendation to buy or sell any financial product, to effect any transaction, or to conclude any legal act of any kind. The product(s) described may not be available for all investors and/or for residents in certain jurisdictions.
Full details of the product(s) described (including, but not limited to, specific product details, investor/selling restrictions, details of remuneration and other fee disclosures, investment risks, possible conflicts of interest and taxation information) are set out in the relevant disclosure document ("Information Memorandum") which is available via the link above, or by contacting your ANZ sales representative.
"APELS II" has an Australian Taxation Office Product Ruling ("Ruling"). The Ruling is only a ruling on the application of taxation law and is in no way expressly or impliedly a guarantee or endorsement of the commercial viability of APELS II (the scheme), of the soundness or otherwise of the scheme as an investment, or of the reasonableness or commerciality of any fees charged in connection with the scheme. The Ruling is only binding on the Commissioner if the scheme is implemented in the specific manner provided in the Ruling. The Ruling only relates to the scheme and is of no relevance to any other scheme.
Before making any investment decision, please carefully consider the Information Memorandum and seek independent tax, legal, financial and/or other relevant advice from qualified experts, having regard to your objectives, financial situation and needs.
Neither Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) ("ANZ") nor its related bodies corporate nor its or their, officers, employees or agents ("Affiliates") make any representations that the information and opinions expressed on this website are accurate, complete or current. Except where contrary to legislation, neither ANZ nor its Affiliates accept any liability (including for negligence) for loss or damage incurred, directly or indirectly, by you or any other person in connection with the provision, or use, of the information published on this website.
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