Investors get access to Buffet, Rogers and Mobius
JPMorgan has released a structured investment offering Citibank customers tailored access to three internationally renowned master investors — Warren Buffet, Jim Rogers and Mark Mobius.
The JPMorgan Masters Selection Series 2 Target Redemption Strategic Asset Securities, has been specifically tailored for Citibank customers and has the advantage of 100 per cent principal protection when held until maturity, with no capital risk.
The offer is based on three high profile stocks and managed investments that include Warren Buffet’s Berkshire Hathaway, Jim Rogers’ Diapason Rogers Commodity Index Fund and Mark Mobius’ Templeton Asian Growth Fund.
Vice-president equity derivatives and structured products David Jones-Prichard said the offer is further evidence of JPMorgan’s commitment to bringing world-class structured investment opportunities to Australian investors.
“The underlying assets have experienced impressive performance over the past five years. The Templeton Asian Growth Fund, for instance, was up 305 per cent for the five years to the end of August 2007,” he said.
“The offering gives investors global and asset diversification, as well as allowing access to select assets that are normally difficult for retail investors to invest in.”
Recommended for you
EY has broken down which uses of artificial intelligence are presenting the most benefits for wealth managers as well as whether it will impact employee headcounts.
Advice licensee Sequoia Financial Group has promoted Sophie Chen as an executive director, following her work on the firm’s Asia Pacific strategy.
The former licensee of Anthony Del Vecchio, a Melbourne adviser sentenced for a $4.5 million theft, has seen its AFSL cancelled by ASIC after a payment by the Compensation Scheme of Last Resort.
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding from the previous year’s 26 per cent dip.

