MAXIMISER™
One simple investment to maximise your growth potential
MAXIMISER™ targets top quartile performers with demonstrated track histories of outperforming their peers and innovative managers with investment processes that we believe will add value.
These "long only" funds are likely to produce positive returns in times of rising markets and negative returns in times of falling markets, however the Managers of these funds seek to outperform by using their skills to pick underlying investments they hope will have superior success than the broad market.
MAXIMISER™ is built for growth
It's designed by the Investment Manager, Fox Portfolio®, as an easy to access, simple to understand, performancetargeting growth vehicle for investors wanting to target Australian and International Shares, Commercial Property, Resources and Precious Metals exposure.
This fund has been specifically designed for Freeman Fox® clients who embrace the investing philosophy of the group and its founder Peter Spann and for all investors seeking growth from a broad based, well constructed, diversified portfolio.
Buy low
In addition to shares the allocation includes funds that invest in property securities around the world. This can include commercial, retail and industrial properties and, to a lesser extent car parks, hotels, leisure properties, infrastructure projects and other property-related investments.
These highly volatile investments are somewhat out of favour with the market at the moment and that produces an opportunity to potentially acquire long term investments at below true value. Canny investors know this is an excellent way to maximise long term performance of their portfolios – to buy low.
Tap into the boom
Many analysts believe the current resources boom will go on for a considerable period - MAXIMISER™ seeks top performers in this sector to enhance growth. It also invests through Managers who target Gold equities generally accepted to be defensive investments in times of crisis.
Access one of the most advanced share markets in the world
MAXIMISER™ can also invest directly in shares of companies listed on the ASX or NSX. This enables the fund to participate in the company's performance and receive dividends and/or capital growth as the value of shares increase.
While direct share investment is unlikely to occur at the establishment of the fund, as it grows this will allow added flexibility and growth opportunities. The ability to invest in both funds and direct equities, provides you with exposure to both professional fund managers in respective asset classes and specifically concentrated sub themes like financials, telecommunications, coal or iron ore through specific stocks. This flexibility also assists Fox Portfolio® in tailoring MAXIMISER™ for higher returns whilst managing risk.
Through its underlying investments, MAXIMISER™ will have a diversified portfolio that includes a range of asset classes and a range of strategies designed to generate growth.
3 Ways to Invest
1. Cash investment
Any Australian resident over the age of 18 with a minimum of $1,000 in cash available can invest in MAXIMISER™.
2. Borrow up to 70% to invest*
Approved applicants can borrow up to 70% of the investment amount using a Margin Loan.
3. Set up a regular investment plan
You can set up an automatic regular investment in MAXIMISER™. From less than $5 a day MAXIMISER™ allows investors to continually add to their investment and optimise returns with regular contributions.
Important information
Fundhost Limited (ABN 69 092 517 087) (AFSL 233045) ("Fundhost") as the Responsible Entity is the issuer of Maximiser™ ARSN 130 533 685. Fox Portfolio® Pty Limited (ABN 33 093 798 457) ("Fox Portfolio®") is the Investment Manager for Maximiser™. Fox Portfolio® is a Corporate Authorised Representative (CAR 324004) of Freeman Fox® Ltd (ABN 17 010 763 087) (AFSL 246510) ("Freeman Fox®").
This information has been prepared without taking into account your investment objectives, financial situation, or needs. Before making an investment decision you should consider the appropriateness of the information having regard to these matters. Before you invest it is important that you read and understand the terms set out in the Maximiser™ Product Disclosure Statement ("PDS") dated 16 April 2008. In particular, it is important that you understand the risks associated with an investment in Maximiser™ set out in the PDS.
*Returns from a leveraged investment are more volatile than returns from the same investment which are not leveraged. The greater the level of gearing the greater the potential for both significant investment gains and losses. If you are thinking about borrowing to invest we recommend you seek professional financial advice.