Protect the value of  your investments.

ANZ Cobalt is a customised investment facility with features that allow you to fund, protect and enhance your investment in Australian and International listed Securities.

Features

Strategies

A range of strategies are available under ANZ Cobalt that enable investors to:

  • gain exposure to Australian or International listed Securities by entering into Loans or Options or both;
  • protect an existing portfolio of Australian or International listed Securities; and
  • seek to generate investment returns, by entering into Options over Australian or International listed Securities.
Issuer
Australia and New Zealand Banking Group Limited (ABN 11 005 357 522).
Deal Structure

A Loan under ANZ Cobalt can be used to:

  • fund the purchase of Securities (including through the exercise of Vested Employee Options); or
  • borrow against Securities that you already hold (not available to SMSF Investors).

A range of Options are available under ANZ Cobalt. You can use Options to:

  • protect the value of Securities; or
  • generate returns by buying or selling Options over Securities or Indices.
Investment Objective
To fund, protect and enhance your investment in Australian and International listed Securities.
Capital Protection
Choose to protect up to 100% of the current share price of your nominated securities at Maturity.
Maturity
Your choice, ranging from 3 months to 5 years.
Wide choice of blue chip investments
Ability to select your own securities from ANZ's approved securities list.
Obtain all the benefits of share ownership
Receive all ordinary dividends, franking credits (if applicable) and potentially all capital gains.
Borrow to fund the acquisition of the nominated securities
Loan to fund up to 100% of your investment amount.
Key Risks

Transactions under ANZ Cobalt are complex investments that can carry high risk levels. Risks can include:

  • Leverage risk: leverage can magnify losses. Options and Loan Transactions can involve high leverage levels.
  • Market risk: Transactions are exposed to equity market risks and risks relating to the specific Security you select for a Transaction.
  • Early Termination: Protection does not apply in the event of Early Termination. You could incur substantial losses if you, or we, terminate a Transaction before Maturity.
  • Credit risk: the value of your investment in a Transaction is subject to our ability to perform our obligations which are unsecured.
  • FX risk: if you enter into a Transaction over International Securities there is a risk that foreign exchange rate movements could adversely impact your investment.
  • Adjustment Events: we have broad discretions to deal with Adjustment Events including Early Termination.
  • Guarantor risk: your Guarantors are liable for your obligations under Transactions.

Facts

Offer document
Product Disclosure Statement dated 3 April 2013.
Minimum investment
Minimum A$100,000 per nominated security, subject to a minimum Loan amount of $500,000. Note if you chose a protection level of 100% then ANZ will lend you 100% of the cost of the nominated security.
Expected Opening Date
This product is currently open.
Expected Close Date
There is no close date for this product.

More Information

Contact us

Contact your ANZ Private Banker or your financial adviser, or

Call iconCall Toll Free:1800 204 693

Important Notice

This document is issued and distributed by Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) ("ANZ") (Australian Financial Services License no. 234527). It is intended only for the person to whom it was directly provided by ANZ on the basis that that person receiving this document within Australia. Its distribution may be restricted by law in other jurisdictions. Persons who receive this document must inform themselves about and observe all relevant restrictions. This document may not be reproduced, distributed or published by any recipient for any purpose.

This document contains general information only. Its purpose is to highlight features of the product described above ("Product") which is offered under a product disclosure statementissued by ANZ ("disclosure document"). It has been prepared without taking into account the objectives, financial situation or needs of any person. It does not contain any recommendations, statements of opinion or advice. Full details of the Product are set out in the disclosure document. The disclosure document is available upon request from your financial adviser or ANZ Private Wealth Manager. Before making an investment decision, you should read the disclosure document in full and seek independent financial, legal, tax and other relevant advice having regard to your particular circumstances. This document is not a "Prospectus" under Australian law and does not constitute an invitation to subscribe for or buy any securities or an offer for subscription or purchase of any securities or a solicitation to engage in or refrain from engaging in any transaction.

The information and any views or opinions in this document are the author's. They are based on information known by the author and on sources which the author believes to be reliable, but may involve material elements of subjective judgement and analysis. Unless specifically stated otherwise: they are current as at the date of issue of this document and are subject to change without notice. All price information is indicative only. Any views or opinions which comprise estimates, forecasts or other projections, are subject to significant uncertainties and contingencies that cannot reasonably be anticipated. Such views and opinions may not always be achieved or prove to be correct. Indications of past performance will not necessarily be repeated in the future. No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Additionally, this document may contain 'forward looking statements'. Actual events or results or actual performance may differ materially from those reflected or contemplated in such forward looking statements. All investments entail a risk and may result in both profits and losses. Foreign currency rates of exchange may adversely affect the value, price or income of or associated with the Product. Investing in the Product may not be suitable for all investors. ANZ and its related bodies corporate and affiliates, and the officers, employees, contractors and agents of each of them (including the author) ("Affiliates"), do not make any representation as to the accuracy, completeness, currency or suitability of the views or opinions in this document.

Except as required by law, and only to the extent so required, neither ANZ nor its Affiliates warrant or guarantee the performance of the Product or any return on any associated investment. ANZ and its Affiliates expressly disclaim any responsibility and shall not be liable for any loss, damage, claim, liability, proceedings, cost or expense ("Liability") arising directly or indirectly and whether in tort (including negligence), contract, equity or otherwise out of or in connection with this document. If this document has been distributed by electronic transmission, such as e-mail, then such transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. ANZ and its Affiliates do not accept any Liability as a result of electronic transmission of this document.

Disclosure of interests: This document is prepared by "ANZ Equity Markets" which is a business unit of "ANZ Global Markets" and should not be viewed as independent research. Views or opinions may differ or be contrary to those of ANZ Research or those expressed by other business areas of ANZ or of its Affiliates. "ANZ Research" is a business unit of "ANZ Global Markets" which produces economics research, together with FX, commodity and interest rate market strategy research. Importantly, the Product is issued by ANZ. ANZ and its Affiliates may have an interest in the Product as follows:

For a full disclosure of interests, please refer to the disclosure document.

Please contact your financial adviser or ANZ Private Wealth Manager for further information about this document generally, or to correct your details, or to remove your name from this distribution list.

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