Discovery Dollar Capital 150|250+

 

Clients can grow their wealth in US dollars with the Discovery Dollar Capital 150|250+ (April 2026 tranche)

The Discovery Dollar Capital 150|250+ is a five-year product that provides your clients with exposure to European, US and Asian equity markets. The return of the product depends on an underlying global share portfolio which consists of 20 companies from these markets.

 

The growth your clients can get

50% growth in US dollars

Your clients will get 50% growth in US dollars, before the effect of fees and taxes, if the underlying global share portfolio return is flat or goes up by as little as 1% over the five-year period.

150% growth in US dollars

Your clients will get 150% growth in US dollars, before the effect of fees and taxes, if the underlying global share portfolio grows by 50% or more.

Unlimited upside

If the global share portfolio goes up by more than 150% over five years, your clients will also receive any additional return above that level before the effect of fees and taxes.

Clients also receive downside protection in US dollars

 
DOWNSIDE PROTECTION

Should the global share portfolio fall by up to 30% during the five-year term, downside protection will apply. Downside protection will provide clients initial capital back in US dollars. If the global share portfolio falls by more than 30% at any point during the five-year term, the downside protection will fall away. In this case, clients will receive the return of the global share portfolio in US dollars if it is negative at the end of the five-year term.

The growth, conditional downside protection or any other resulting return is before the effect of advice fees, Discovery admin fees and taxes where applicable. These fees and taxes will affect the final return.

Grow your business with this campaign

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Marketing material

Find all the relevant documents on our Invest Marketing support page (including flyers, brochures, and more) to assist in sales enhancement. Downloadable packs with no branding are also available for independent financial advisers.

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Email communication

Communicating with your clients has never been easier with Adviser Insights Dashboard. Clients who qualify for the offer will already be listed under your product opportunities, with a pre-set email template ready to send.

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Social media

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The Discovery Dollar Capital 150|250+ (April 2026 tranche) will be available on our lump-sum Global Endowment Plans from 9 February 2026 to 7 April 2026. The minimum investment amount is 10 000 USD. Product minimum of 25 000 USD still applies.

Discovery Life Investment Services Pty (Ltd) branded as Discovery Invest is an authorised financial services provider. Registration number 2007/005969/07. All life assurance products are underwritten by Discovery Life Ltd. Registration number: 19 66/003901/06. A licensed Insurer and an authorised financial service provider. Product rules, terms and conditions apply.

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