35 min

Ghost Stories Ep35: The Global Accelerator (with Japie Lubbe, Structured Products at Investec‪)‬ Ghost Stories

    • Investing

The Global Accelerator offers 100% capital protection in dollars at maturity after five years, while giving exposure to global equity indices.
To explain how it all works, Japie Lubbe of Investec Structured Products joined me on this podcast and covered the following topics:

The design of the underlying equity basket
The use of “insurance” in an equity portfolio and how this can be understood in the context of more familiar concepts like car and home insurance
The upside of the Global Accelerator, both on an accelerated basis and a capped basis
The payoff of this product vs. buying an ETF that tracks a similar equity index, with specific reference to how dividends work
Building blocks of the Global Accelerator in terms of company structure and the various instruments used
Fees involved and how they compare to unit trusts
The liquidity available over the five-year period
How a debt instrument is used to provide capital protection and understanding the credit risk associated with this debt instrument.

Applications close 21 May 2024.
As always you must do your own research and speak to your financial advisor before investing in a product like this. You can find all the information you need on the Investec website at this link.

The Global Accelerator offers 100% capital protection in dollars at maturity after five years, while giving exposure to global equity indices.
To explain how it all works, Japie Lubbe of Investec Structured Products joined me on this podcast and covered the following topics:

The design of the underlying equity basket
The use of “insurance” in an equity portfolio and how this can be understood in the context of more familiar concepts like car and home insurance
The upside of the Global Accelerator, both on an accelerated basis and a capped basis
The payoff of this product vs. buying an ETF that tracks a similar equity index, with specific reference to how dividends work
Building blocks of the Global Accelerator in terms of company structure and the various instruments used
Fees involved and how they compare to unit trusts
The liquidity available over the five-year period
How a debt instrument is used to provide capital protection and understanding the credit risk associated with this debt instrument.

Applications close 21 May 2024.
As always you must do your own research and speak to your financial advisor before investing in a product like this. You can find all the information you need on the Investec website at this link.

35 min