The Opportunity for a Capital Protected Fixed ReturnThe Barclays Minimum Return Plan is designed for the investor looking for a FTSE 100 linked investment, which offers the assurance that their initial investment will be repaid in full at the end of the investment term.
The plan guarantees a fixed return of 15% after 6 years with a potential additional return of 20%, subject to the FTSE 100 Index remaining at, or above 80% of its initial level throughout the investment term.
In the event that the FTSE 100 does fall below 80% of its initial level then an additional return of 10% is still possible, subject to the FTSE 100 Index remaining at, or above 60% of its initial level throughout the investment term.
This is a structured investment plan.
- Guaranteed Fixed Return - 15%
- Potential Additional Return - 20%*
- Maximum Potential Growth Return - 35%*
- Capital Protected Product**
- Investment Term - 6 years
- Minimum Investment - £3,600
- Maximum Investment Outside an ISA - £500,000
- Maximum Investment within your individual ISA limit - Up to £7,200 for 2009/10 tax year.
For individuals aged 50 or over on 5th April 2010 the limit is £10,200
- Investments in excess of £500,000 are accepted at the discretion of the Plan Managers
- ISA Transfer Deadline has now passed
- Direct Investment/ISA Deadline - 21st December 2009
*Subject to the FTSE Index remaining at, or above 80% of its starting level for the entire investment term.
**The return of your capital depends on the ability of the counterparty (Barclays Bank Plc) to repay the monies.