Expected
yield per annum
24-27%
  • Minimal Investment amount 5600 USD
  • Expiration date: 23.01.2019
  • Capital Protection: 70%

Apple Inc. is a corporation that manufactures personal and tablet computers, smartphones and software. Officially, it is the largest company in the world in terms of capitalization, which is 825.59 billion dollars, and the number of employees is more than 120 thousand worldwide.*

Underlying Assets APPLE
Currency USD
Expected yield, % per annum 24-27%
Volume of investments 5600 USD
Term of placement of the deposit up to 23.01.2019
Protection of capital 70%
Participation Rate 1
Direction of Underlying Asset Price Movement on a price increase

 

Growth factors:

  • 10 years have passed since the release of the first flagship iPhone model, and there have been only 2 periods in the life of the Company, when its shares were falling in price for a long time.
  • The level of market capitalization has reached a historical maximum, and the gap from the nearest pursuer is about 200 billion dollars.
  • Release of two new flagship iPhone models, as well as a new iPad tablet.
  • Complete dominance in the segment of tablet computers. According to official data for the 3rd quarter of 2017, Apple held 25.8% of this market segment, which leaves Samsung, its closest pursuer, 15% behind.

 

 

This product allows you to participate in the growth of the underlying asset wherein the investor risks with a limited amount, which is determinated by the Capital protection level.

The product is dedicated specifically for conservative investors, where they can  define and limit the risks of such products themselves. As such, these products provide a great opportunity to receive relativelly high income whilst minimising the possibility of capital loss.

*according to the information from the company's website.

  • Product with capital protection
  • Minimal Investment amount 5600 USD

How the product works

Once the contract is concluded, the initial price of the underlying asset, the Capital protection level, and the participation rate are recorded.

Investor risks are limited to the amount determinated by the Capital protection level.
A product with 100% protection level carries the lowest possible risk and the lowest potential yield.

The repayment to the client is calculated according to the following formula:
Repayment = Investment amount * Capital protection level + Participation rate * Price change- Commission.
Where the investment amount is taken as 100%, and the price change is calculated as follows (Current Price – Initial Price) / Initial Price * 100%.

The commission for a investment product creation is 2% of the initial investment and is charged at the time of product expiration.

If at the Expiration date the price of the underlying asset is higher than the initial price, the investor is paid 100% of the invested funds and an income equal to the product of the participation rate and the growth of the underlying asset. Conversely, the investor is paid the invested funds in accordance with the Capital protection level.

The parameters of the products are indicative and may vary depending on the market situation.

 

Examples:

1. The price of the underlying security moves in the direction chosen by the investor.

In this case, the investor receives the invested amount calculated by the formula: 100% (initial investment) * 70% (Capital protection level) + 1 (participation rate) * 60% (price change) = 130%

2. The underlying security’s price moves in the opposite direction and finished below the Capital protection level.

In this case, the investor receives the invested amount calculated by the formula: 100% (initial investment) * 70% (Capital protection level) = 70%

Attention!

The product yields shown in the examples and past financial performance do not guarantee future profits. All investment products are denominated in USD. The commission for an investment product creation is 2% of the initial investment and is charged at the time of product expiration. The expected yield of investment products is given in annualized percentage form.

Note:

The protective investment component is allocated to fixed income products (Eurobonds and deposit schemes at leading banks). NordFX cannot be held responsible for any potential risks associated with the default of Eurobond issuers or the bankruptcy or default of any of the banks in which the deposits are held.

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