Sapient tailors a range of specialist investments to meet certain investor’s needs or to take advantage of opportunities we see in the global market.
These specialist investments can be used to balance investor’s portfolios by delivering diversified exposures from a minimal initial outlay. Please contact us to discuss any of these possibilities and how they could work for you in your portfolio.
Growth Strategies for foreign markets
Investors may want to maximise exposure to foreign markets with a minimal outlay and we can provide these trade structuring capabilities through our strategic alliances. We can deliver exposure to foreign market indices, baskets of shares, commodities and ETF’s.
For example an outlay of 10.95% (6.26%p.a.) for a 21 month exposure to the S&P 500 gives investors all the upside growth potential of the US market for a full 21 months while limiting their capital outlay and possible loss to their initial outlay. An investor wanting a $500,000 S&P 500 exposure only outlays $54,750 with nothing more to pay under any circumstances, and participates in the upside of a $500,000 notional exposure.
These investments can structured for all equity markets depending on investors requirements.
Growth Strategies for domestic markets
For investors wanting to maximize exposure to domestic markets, we can deliver exposure to market indices such as the ASX200, or sector specific indicies such as the ASX200 Metals and Mining Index, as well as baskets of selected shares.
As per the example above these exposures require a minimal upfront outlay, and can be structured for a timeframe that suits the investor depending on their view of the market.
Cash Generating Strategies
Depending on the requirements of investor’s portfolios we develop ungeared investments that deliver investors a fixed income return on a regular basis. Such investments may be used to fund retirement by delivering a stable income stream or may be used when investors choose not to be exposed to the market such as in times of volatility or falling markets.