Ghost Stories

Ghost Stories Ep22: Optimal Investment Growth Basket promoted by Investec


Listen Later

Structured products have come a long way. From a specialised, exotic investment tool, they are now mainstream, and financial advisers are now more comfortable about investing in them on behalf of clients.

Having covered the Investec USD S&P 500 Autocall on a previous podcast (Episode 19 of Ghost Stories), we now move on to the Optimal Investment Growth Basket Limited promoted by Investec. This product offers a maximum annualised return in USD of 9.8% per annum over five years, with 100% capital protection at maturity in US dollars. The minimum investment amount is $12,000 or £10,500. This is a limited offer that closes on 24 November 2023. T’s and C’s apply and full details can be found on the Investec website at this link and the brochure can be found here.

To unpack this opportunity in detail, Japie Lubbe joined The Finance Ghost on this episode of Ghost Stories.

Topics covered included:

  • The importance of global diversification and exposure for South African investors;
  • The strategy of tracking a basket of global indices as opposed to a single index;
  • The methodology used in this instrument to achieve the potential return profile for investors;
  • The look-through credit exposure in the structure;
  • Liquidity in the structure; and
  • How to invest in the product.
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Ghost StoriesBy The Finance Ghost


    More shows like Ghost Stories

    View all
    The Gareth Cliff Show by The Real Network

    The Gareth Cliff Show

    69 Listeners

    WorldWide Markets with Simon Brown by JustOneLap.com

    WorldWide Markets with Simon Brown

    20 Listeners

    Be a Better Investor by Moneyweb Radio

    Be a Better Investor

    0 Listeners

    The Money Show by Radio 702

    The Money Show

    39 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    16 Listeners

    The 5 o’clock Shadow by Strictly Business by Strictly Business

    The 5 o’clock Shadow by Strictly Business

    1 Listeners

    Wayne on Wednesday by Strictly Business by Strictly Business

    Wayne on Wednesday by Strictly Business

    0 Listeners

    It's My Money by Strictly Business by Strictly Business

    It's My Money by Strictly Business

    1 Listeners

    Investec Focus Radio SA by Investec

    Investec Focus Radio SA

    6 Listeners

    Honest Money by Warren Ingram

    Honest Money

    8 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    6 Listeners

    Magic Markets by The Finance Ghost and Moe-Knows

    Magic Markets

    2 Listeners

    Easy Does It - A podcast by EasyEquities by Hosted by Dj @ Large

    Easy Does It - A podcast by EasyEquities

    1 Listeners

    Ghost Wrap by The Finance Ghost

    Ghost Wrap

    1 Listeners

    The Trader's Handbook | IG South Africa by IG Markets South Africa

    The Trader's Handbook | IG South Africa

    0 Listeners