How do Tailored Equity Solutions work?
Tailored Equity Solutions are financial products linked to an underlying equity or index. Unlike traditional equities where you profit from an increase in share price or by receiving a dividend, these solutions enable you to profit from an underlying share price that rises, falls, or remains unchanged over the term of your investment.
What we offer
We provide access to a range of Tailored Equity Solutions that enable investors to navigate varying market conditions or meet different investment objectives. These include:
- increasing the income generated from your portfolio
- profiting from your positive, negative or neutral view on an underlying stock or index
- amplifying your exposure beyond your personal funds, with or without borrowing
- protection against a fall in a single stock or broader portfolio.
Our team of experts will share market insights and provide execution support to ensure you make informed choices.
Benefits
Investing in Tailored Equity Solutions can enhance your returns by capitalising on equity market movements that reflect your view or desired market exposure.
Considerations
Tailored Equity Solutions can be powerful tools for managing risk and enhancing returns, but they also carry risks that you should be aware of.
Tailored Equity Solutions profile
We will work with you to assist you in choosing Tailored Equity Solutions that align with your market view and investment goals.
Eligibility requirements
- You must be a resident in Australia
- Tailored Equity Solutions are only available to wholesale investors for the purposes of the Corporations Act 2001
- The minimum investment amount is $50,000 AUD.
Investment type
- We offer solutions linked to ASX listed securities and the S&P/ASX 200 Index
- NAB Equity Referenced Term Investments (NERTIs)
- Equity options.
Investment horizon
- NERTIs are available for terms of 30 to 364 days
- Equity options are available for terms between 1 month and 5 years.
Return profile
- Income
- Capital growth
- Hedging.
To further explore Tailored Equity Solutions, you can contact your investment specialist or call our Investor Desk.
How do NAB Equity Referenced Term Investments (NERTI’s) work?
An overview of NERTI, including key features and risks.
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Talk to a specialist
To explore investment opportunities, contact your investment specialist or call our Investor Desk.
Call us on 1300 683 106
Email a specialist
Send us an email enquiry and one of our team members will get back to you.
For insights and research
Discover the latest thinking on investment insights, strategies and market commentary.
Terms and Conditions
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The information on this website is general in nature and based on information available at the time of publishing, information which we believe is correct and any forecasts, conclusions or opinions are reasonably held or made as at the time of publishing. The information does not constitute financial product or investment advice. Past performance is not necessarily indicative of future results. No warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 or any of its related entities accept liability to any person for loss or damage arising from the use of this information.
You should consider the relevant Product Disclosure Statement and Financial Services Guide (available on request) before deciding whether to acquire, or to continue to hold, any of our products. Target Market Determinations for these products are available at nab.com.au/TMD and jbwere.com.au/other/resources, opens in new window. Fees and charges are payable. Terms and conditions apply and are available on request from NAB. Our credit products are subject to eligibility and lending criteria.
All products and services mentioned on this website are issued by National Australia Bank Limited ABN 12 004 044 937, Australian Credit Licence and AFSL No. 230686 (NAB), except wealth advice services, which are provided by JBWere Limited ABN 68 137 978 360 AFSL No. 341162 (JBWere), and nabtrade, which is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704 (WealthHub Securities). JBWere and WealthHub Securities are wholly owned subsidiaries of NAB.
WealthHub Securities’ and JBWere’s obligations do not represent deposits or other liabilities of NAB. NAB does not guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. You may be exposed to investment risk, including loss of income and principal invested.
Information correct as at January 2024.
©2024 NAB Private Wealth is a division of National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686. ©2024 JBWere Limited ABN 68 137 978 360 AFSL No. 341162. ©2024 WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704.