Berkshire Hathaway Investment Opportunity

The Berkshire Hathaway investment opportunity has been popular amongst our clients and investors. You can find the past series performance and a brief investment overview below.

Please be advised there are currently no open opportunities available for this investment, but if you would like to be notified of the next available series, simply register your details in the form provided.

If you have any questions or need help call (03) 8080 5795 or email admin@ozfinancial.com.au

Past Series Performance (Matured)

*This shows the % based investment return generated on an investors Total Cash Outlay (including prepaid interest, currency & risk management fees and Application fees) over the investment term. This return is magnified compared to Gross Performance due to the leverage effect.

**Investors should note that past performance is not a reliable indicator of future performance. Future volatility and returns may vary. Investors must read PDS before investing. Returns net of fees, in AUD


Brief Investment Overview



Interview - Warren Buffett on His Investment Strategy


Berkshire Hathaway Annual Report - Download


 

*Please note: Past returns do not reflect future returns.

Units in Berkshire Launch Units – Series 42 are issued by Sequoia Specialist Investments Pty Ltd (ACN 145 459 936) (the “Issuer”) and arranged by Sequoia Asset Management Pty Ltd (ACN 135 907 550, AFSL 341506)(the “Arranger”). Investments in the Berkshire Launch Units – Series 42 can only be made by completing an Application Form attached to the Term Sheet Product Disclosure Statement (“TSPDS”) dated 2 July 2018, after reading the Master PDS dated 14 August 2017. A copy of the TSPDS, PDS and any other information can be obtained by contacting Oz Financial Australia on (03) 8080 5795 or contacting your financial adviser. You should consider the Term Sheet and Master PDS’ and the full product risk disclosures before deciding whether to invest in Units in Berkshire Launch Units – Series 42. Capitalised terms on the webpage have the meaning given to them in Section 10 “Definitions” of the Master PDS.

The shares offered by this Product Disclosure Statement (PDS) should be considered highly speculative. An investment in the fund is not risk free and potential investors need to consider the risk factors described in the PDS and to consult their professional advisers before deciding whether to apply for shares.

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