Global Banking

Trust Services

Offshore Banking

Retirement Plans

Protected Bonds

School Fee Plans

Financial Consultants, Investment Advisors, Bangkok, Thailand, Asia


The Global Investor, our financial newsletter
 Feb 2008 - Issue 74 Previous Issues

The Global Investor is a monthly newsletter that covers global investment opportunities and insurance for the expatriate community. This monthly newsletter's goal is to inform the reader of what can and cannot be done in the investment arena when living and working in a foreign country. Whether it's personal pension plans or disability insurance to protect your income - Global Investments has the expertise to handle all the expatriate investors' needs.
Global

Man AP Stratum
Man AP Stratum Series 2 Ltd, the latest addition to the successful Man Ap Stratum family, targets double digit annualised returns and offers a 100% capital guarantee provided by Citibank, N.A., London Branch


The product builds on the success of Man-AP Stratum Ltd which has achieved an annualised return of 13.4% for an annualised volatility of 13.7% (22 October 1999 to 30 November 2007).

The successful Man AP Stratum investment strategy combines the powerful return potential of the AHL Institutional Programme with the diverse range of managers in four of the MGS style portfolios.

A proven investment strategy

Man-AP Straturm Ltd (in USD)3 in rising and falling markets




  Man-Ap Stratum Ltd(in USD)3 World stocks World bonds
Total return 179.5% 23.% 56.3%
Annualised return 13.4% 2.6% 5.6%
Annualised volatility 13.7% 13.3% 2.7%
Worst drawdown -14.2% -47.9% -2.7%
Months to recovery 11 49 6
Sharpe ratio 0.72 N/A 0.69
Correlation 1.00 -0.24 0.37


Layers of diversification

The Man AP Stratum Series 2 Ltd portfolio will combine the AHL Institutional Programme, that is diversifiled over more than 120 global markets, with over 50 complementary hedge funds selected by Man Global Strategies('MGS').

Investors receive a total investment exposure of approximately 125% of NAV.

Indicative initial investment allocations

  USD bonds
AHL Institutional Programme 75.5%
MGS style portfolios  
Arbitrage 17.5%
Directional 10.5%
Equity hedge 10.0%
Long/short equities 12.0%
Total investment exposure 125.0%


Diversification across trading strategies, markets and countries results in a robust portfolio that is wall positioned to target strong positive returns in all market environments.

Additional security

The capital guarantee, provided by Citibank, N.A., London Branch, ensures that investors will receive a minimum 100% of their initial investment on maturity. The guarantee has the potential to increase in value by locking in profits gained from positive trading performance.

Strong performance has resulted in Man-AP Stratum Ltd locking in trading profits seven times since inception and has increased the amount investors are guaranteed to receive on maturity from USD 1.00 per bond to USD 1.65 per bond.

Key facts

Investment manager Man Investments Limited
Offer period 11 February 2008 to 24 March 2008 with the potential for extension
Face value of the bonds USD 1 per bond
Minimum subscription USD 50,000
Minimum redemption 20,000 bonds
Minimum holding 50,000 bonds
Maturity date 31 May 2019
Sales charge None
Dealing frequency Monthly


Reporting

Investors can access prices throught the following media:
  • www.maninvestments.com
  • Financial Times and International Herald Tribune
  • Bloomberg, Reuters, Standard & poor's and Telekurs e
  USD bonds
Common code 33189656
ISIN code XS0331896562
VAloren number 3584855


Monthly redemptions subjict to the following fees

Redemption on or between Redemption fee
The issue date and 30 April 2010 4% of NAV per bond
1 May 2010 and 30 April 2012 3% of NAV per bond
1 May 2012 and 30 April 2014 1% of NAV per bond
on or after 1 May 2014 no redemption fee



Please contact Global Investments for more information
Tel. (+66-2) 662-2009 or e-mail at info@globalinv.org.

 
 
Home About Us Services News Security Contact Us "Exceeding Client Expectations"
Privacy Policy