Quattro Asset Management launches 'next evolution' of capital protected global investment
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Vault 08 is designed to safeguard your capital and generate wealth in a tax effective manner.
Investors with limited equity can apply to use the 100% investor loan to gain up to twice the exposure to five selected global investment strategies managed by UBS, one of the worlds leading investment managers.
In a market that has been characterised by volatility, Vault 08 provides certainty in terms of capital, with the comfort of one of the largest bank brand names in UBS, at a fraction of the usual cost. The ability to borrow up to 100% allows investors to claim their interest costs as a deduction from their taxable income.
Quattro Asset Management is the investment manager of Vault 08. Quattro is a specialist alternative investment manager with an equity asset class focus, who seeks to convert equity risks into appropriate risk adjusted returns for investors. Quattro is owned by its executive staff and key stakeholders who collectively manage assets in excess of A$10 billion.
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This document is issued by Real Estate Capital Partners Managed Investments Limited ABN 55 115 913 810, AFSL 299074 (Issuer). The Units are offered by the Issuer under a product disclosure statement dated 18 April 2008 (PDS). Investors who acquire Units must also enter into a put option with UBS AG, Australia Branch (UBS) ABN 47 088 129 613, AFSL 231087. Investors are also able to borrow 100% of the investment amount from UBS.UBS is not the issuer of this document or the Units and accepts no liability for anything contained in this document. The PDS is available by contacting Quattro Asset Management Pty Limited ABN 69 125 604 702 (Quattro) on 1800 649 759, downloading it from www.quattroam.com.au. The information in the PDS is general information only and does not take into account your investment objectives, financial situation or particular needs. You should consider the appropriateness of the information in the PDS having regard to these matters, including seeking professional advice (including taxation advice), before making a decision to invest. You should read and ensure that you fully understand the entire PDS (including the sections on risks in section 5 and taxation in section 7) before making an investment decision.Quattro is a related body corporate of the Issuer. Quattro will receive an establishment fee of 0.41% of the aggregate ‘investment amounts’ (as defined in the PDS) (Investment Amounts) and a management fee of 0.76% per annum of the ‘net value of Vault 08’s assets’ (as defined in the PDS) (Net Value of Vault 08’s Assets). The Issuer is entitled to be reimbursed from the assets of Vault 08 for the lesser of 0.26% of the Net Value of Vault 08’s Assets and $260,000 p.a. for all costs and expenses incurred in operating Vault08. UBS will receive a put option fee of 0.3% p.a. of the aggregate Investment Amounts.
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