New Zealand’s home for market investors
www.sharechat.co.nz
5 July 2006

What’s it called and what sort of a savings product is it?
Liontamer GLOBAL Series 2 is a capital protected international share fund with a difference.

Who is the company behind it?
It is made and marketed by capital protected specialists Liontamer and has a capital protection provided by giant international bank UBS.

Who is the target market?
People who want international share exposure, are a little risk averse, but are prepared to look at something a little different.

What return does it offer?
The fund doesn’t have a targeted return, but it does have protection on the down side. Investors have the choice of 100 per cent capital protection, but less of the upside or 90 per cent protection and more exposure to the gains.

When was it launched?
June 23

What other products are they like or do they compete with?
It competes with other international share funds, but it is very different as it only owns 10 shares.

Is it long, short or medium term?
It is a closed-end fund with maturity options at four and five years.

What is the unique selling point?
This fund invests in a basket of shares of listed companies which control many of the world’s major brands. These are Canon, Citigroup, DaimlerChrysler, L’Oréal, Nestlé, PepsiCo, Proctor and Gamble, SAP, Siemens and Toyota. These are all major companies which are each like a small country themselves. Many of the brands they own are products in your own house, such as Gillette, Pantene, Iams and Eukanuba.

How strong a stomach do you need for it?
For a share fund it is pretty low risk as it has the capital protection.