Accelerator Series
Long term geared exposure to the US Equity Market.
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The C2 Accelerator Units (the “Units”) offer Investors the ability to gain enhanced leveraged exposure of 4.25x the positive performance of US Equity market as measured by the BNP Paribas US Equities Dynamic AUD Hedged Index (the “Reference Asset”) for a period of 10 years, while only being exposed to 1x on any negative performance, over a 10 year term.
The BNP Paribas US Equities Dynamic AUD Hedged Index aims to provide exposure to the S&P500 through the use of E-mini S&P500 Futures while applying an intraday volatility control and trend-following mechanism. Get more information on the Reference Asset website.
C2 Accelerator Units Overview
Effectively, for every $1.00 that an Investor invests and holds to Maturity, they will have $4.25 exposed to the upside in the index, but only $1.00 of exposure to the downside.
- Key Features
- Hypothetical Example
- Historical Returns
- Key Risks
- Downloads
Key Features
Long term geared exposure to the US Equity Market.
4.25 x Upside
Any positive performance at Maturity
multiplied by 4.25x
1 x Downside
Any negative performance at Maturity
multiplied by only 1x
Series 1 closes 30 June 2025. Minimum Investment $20,000.
- Capital Protection1
- Regular Cash Flow: 10% p.a tax free Capital Returns3
- Sequencing Risk Solutions (Timing Risk)
- Growth Potential
- Leverage
The investment incorporates capital protection mechanisms, ensuring that the principal amount invested remains protected throughout the 10-year term, where the Units are held to Maturity2 . This feature can help provide investors with peace of mind, knowing that their initial Investment Amount is returned to them, shielded from market volatility.
Investors receive regular cash flows via 10% p.a3 Capital Returns (monthly, commencing from Year 2). These payments are tax free as per ATO PR 2024/17. Importantly, Investors will not miss out on any growth, as the initial Investment exposure remains the same all the way through to Maturity, despite the Capital Returns. Investors can plan ahead knowing their Investment will remain fully exposed to growth, and that their original invested capital will be returned on a steady, regular basis, allowing it to be applied to other purposes, such as to help cover living expenses, medical costs, and other financial obligations.
Selling part of a portfolio to fund cash flow needs isn’t always ideal, especially in a depressed market. Selling down a portfolio can have significant long- term impacts on compounding growth, especially in the earlier years of the investment journey or when the portfolio prices are low. C2 Retirement Equity Optimiser Units help manage this risk, as the investment exposure remains fully invested over the 10 year term despite returning all the investors capital over the term via tax free Capital Returns3 .
The investment offers investors exposure to the US stock market via the BNP Paribas US Equities Dynamic AUD Hedged Index. Not only do investors maintain their full investment exposure over the 10- year term (despite having the Issue Price fully refunded to them over 10 years 3 ), the index dynamically employs internal leverage at the index level of up to 250% (using a 15% volatility target) to potentially amplify returns (but at the risk of also potentially amplifying losses).
The Investment includes internal leverage via a 145% Participation Rate to any positive performance of the Reference Asset at Maturity, and provides an opportunity for enhanced, compound growth potential without many of the traditional risks associated with leverage 4 .
Capital Protection1
The investment incorporates capital protection mechanisms, ensuring that the principal amount invested remains protected throughout the 10-year term, where the Units are held to Maturity 2 . This feature can help provide investors with peace of mind, knowing that their initial Investment Amount isreturned to them, shielded from market volatility.
Growth Potential:
The investment incorporates capital protection mechanisms, ensuring that the principal amount invested remains protected throughout the 10-year term, where the Units are held to Maturity 2 . This feature can help provide investors with peace of mind, knowing that their initial Investment Amount isreturned to them, shielded from market volatility.
Hypothetical Example
An investor invests $100,000 at Commencement and holds to Maturity.
| If the Reference Asset Performance* is POSITIVE 50% at Maturity, the Investor will receive back: | If the Reference Asset Performance* is NEGATIVE 50% at Maturity, the Investor will receive back: | ||
|---|---|---|---|
| Initial Investment | Performance | Initial Investment | Performance |
| $100,000 | $212,500 (50% × 425% × $100,000) |
$100,000 + | -$50,000 (-50% × 100% × $100,000) |
| Final Value at Maturity | $312,500 (i.e. a net return of 212.50% on an index that has increased by only 50%) |
Final Value at Maturity | $50,000 (i.e. net loss of 50% on an index that has decreased by 50%) |
Historical 10 Year Return Back Tests
The following back tests are provided to show how an investment with the features offered under this Term Sheet PDS for C2 Accelerator Series Units may have performed based on daily rolling 10 Year periods with rolling 10 Year Maturity Dates* for the period 1 February 2005 to 14 April 2025. A total of 2,566 10 Year back tests were run.
The Final Value is based on a $100,000 Investment made during the Initial Offer Period. The results are not actual returns as the Units were not available at the time, nor was the Reference Asset available for the full period of the back test. The back tests have been provided for potential investors to help assist with their investment research and is not an indicator of likely future performance.
Investors should perform their own independent analysis.
| Rolling 10 Year Backtest | S&P500 Price Return Index (adjusted for Averaging)^ | Value of comparable investment in S&P500^ | C2 Accelerator Units* (adjusted for Averaging & 425% Participation Rate) |
Final Value of Units (based on $100,000 Investment Amount)* |
|---|---|---|---|---|
| Average | 142.5% (9.3%p.a) | $242,500 | 735.5% (23.6%p.a) | $835,480 |
| Median | 152.6% (9.7%p.a) | $252,600 | 727.3% (23.5%p.a) | $827,236 |
| Minimum | 34.6% (3.0%p.a) | $134,600 | 301.5% (14.9%p.a) | $401,492 |
| Maximum | 266.6% (13.9%p.a) | $366,600 | 1,198.4% (29.2%p.a) | $1,298,356 |
| Last (14 Apr 2025) | 159.2% (10.0%p.a) | $259,200 | 609.3% (21.6%p.a) | $788,970 |
Historical Final Value (Backtest).
Rolling 10 Year Maturity, based on a $100,000 Initial Investment Amount.
