HEATHLEY PROTECTED EQUITIES PORTFOLIO

The HPEP is a managed risk averse equities Fund providing Private Clients with a formula based return investment in either the Australian or the global equities markets.



An investment objective of HPEP is to provide an enhanced capital growth return while at the same time protecting 90% of the initial investment.



HPEP raises monies by tranches via regular product disclosure statements (PDSs). The Investment Manager invests these monies in existing underlying Managed Equity Indexed Funds and in structured investments including deferred purchase agreements.