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Optimiser 5 (Series 2007 - 01)
This product is no longer available for subscription Net the best investment profile over four years
Product Summary
Optimiser 5 is an innovative product which offers the
benefit of hindsight in your investment-making decisions.
Your return is linked to the performance of three
Investment Profiles containing specific allocations to
global equities, commodities, bonds and property.
At the end of four years, Optimiser 5 looks back at the
performance of each Investment Profile and delivers the
best return to you at maturity.
Click here for Product Performance Updates Optimiser 5 may be suitable for investors who seek
How does it work?
Optimiser 5 is linked to the performance of three multi-asset Investment Profiles:
Each Asset Class consists of an equally weighted basket of Reference Assets:
Your final return at the end of the 4 year investment will at least be equal to your capital invested, plus the Best Performing Investment Profile Return multiplied by the Participation Rate. The participation rate will be determined by Citigroup on the Issue Date and will range between 100% and 130%.
Averaging
The Asset Class Return which is used in calculating the Best Performing Investment Profile, includes an averaging feature. The averaging feature means that the Official Level of each Reference Asset is captured on each of the four Observation Dates and is averaged. The effect of averaging is that it places emphasis on gains or losses in the Reference Assets on the Observation Dates. If the Reference Asset rises over the life of the investment and then drops in value close to Maturity, Investors will still participate in the gains arising on earlier Observation Dates. Averaging therefore reduces the volatility of the Investment Profile Return and allows for a significantly higher Participation Rate than would otherwise be possible without averaging.
Key Dates
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* Capital protection only applies to investments held until the Maturity Date and provided no Early Maturity Event occurs. Capital protection is also subject to the creditworthiness of the Issuer;
please refer to the PDS for further details. Acceptance of the offer of Optimiser 5 can only be made on the application form contained in or accompanying the Product Disclosure Statement
(“PDS”) issued by Citigroup Global Markets Australia Pty Limited (ABN 64 003 114 832 and AFSL No. 240992) (the “Issuer”) and dated 22 February 2007. The PDS is available by calling 1300
308 982. Alternatively, visit http://www.equityfirst.citigroup.com/ and download a copy of the PDS. Investors should consider the PDS in deciding whether to invest in Optimiser 5. Neither
Citigroup Global Markets Australia Pty Limited nor any Citigroup entity (collectively “Citigroup”) make any representation or warranty, express or implied, regarding the likely investment
returns or the performance of Optimiser 5; or the suitability of Optimiser 5 for any investor or for the accuracy, completeness or adequacy of information contained herein. Citigroup and the
Umbrella Device logo are service marks of Citicorp or its affiliates used and registered throughout the world. Citigroup©
** The Coupon of 1.0% is based on the Issue Price and payable annually in arrears and is subject to the creditworthiness of the Issuer.
Any advice provided is general advice only and does not take into account your personal circumstance. We recommend you seek professional advice on your personal circumstances before
acting on information contained in this material. Material is published by Citigroup. Investments are not available to US persons. Citigroup Pty Limited is a related body corporate of Citigroup
and will receive fees for distributing the Product, further, your Citigold Relationship Manager may receive fees for promoting the Product as part of their renumeration.
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