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This product is no longer available for subscription A Citigroup Market Linked Investment
This 4-year AUD denominated market linked investment (the “Optimiser Plus”) is an innovative
product that gives you the ability to choose between a Growth Portion and an Income Portion
within the one investment.
What is Optimiser Plus ?
Click here for Product Performance Updates How does it work?
Investors can choose the following allocations between the Growth Portion and Income Portion.
Growth Portions
The Growth Portions are linked to the performance of three (3) multi-asset “Investment
Profiles”, each of which has a specific allocation to Equities, Property and Commodities:
Reference Assets - Growth Portion
The multi-asset Investment Profiles provide exposure to three (3) asset classes representing
Equities, Property and Commodities (the‘AssetClasses’). The performance of each Asset Class
will be based on an equally-weighted basket of Reference Assets with an averaging feature
which captures the performance of each Reference Asset at the four Observation Dates:
Income Portion
At each Quarter End Date, the Issuer will calculate the Investor’s entitlement to the Variable
Coupon of up to 16% per annum (i.e. 4% per quarter) in relation to the Income Portion of each
Optimiser Plus held by the Investor. The Variable Coupon is made up of the Accrual Coupon of
up to 8% per annum and the Step-Up Coupon of up to 8% per annum.
The income portion is linked to the relative performance of two fixed income indices. The 5 year Swap Rate against the 2 year Swap Rate. A distinct feature of the combined Growth and Income Portions when viewed historically is
the low level of correlation between their returns. Consequently the Income/Growth Portion
allocation produces diversification for the investor, for where the investor chooses to allocate
some of the Optimiser Plus to the income portion and some to the Growth Portion.
Key Dates
The key dates are indicative only and may be changed by the issuer. All times are Australian Eastern Standard Time, unless otherwise stated. If you have any questions concerning the information contained in this PDS please contact
Citigroup Australia on 1300 308 982 or email equityfirst.au@citigroup.com
Contact Details
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