Investment with the benefit of hindsight

21 July 2008 / by Rachel Mason
A new investment plan has been launched by a Somerset based accountancy firm that offers 100 per cent capital protection.

The, ABC Hindsight Plan which was launched today in conjunction with Blue Sky Asset Management, chooses the two best performing portfolios from a series of three and ignores the worst to offer 100 per cent capital protection.

Simon Cole, Chartered Financial Planner and Partner at Old Mill Accountants and Financial Advisers explains: “The ABC Hindsight Plan is a five year plan that is linked to three portfolios; Adventurous, Balanced and Cautious.

“Each portfolio invests differently, gaining exposure to a wide variety of areas, including emerging markets like China as well as funds in the UK, America, Europe and Japan. All three portfolios will also have commodities exposure, while the Balanced and Cautious portfolios will also benefit from rising inflation.”

“At the end of the five years, returns for the investor will be linked to the best two performing portfolios; the worst performing will be completely disregarded. And, provided the investment is held for the full five years, the ABC Hindsight Plan offers 100% capital protection,” he said.

Investments into the ABC plan can be made directly to utilise Capital Gains Tax allowances, tax free via an ISA (Individual Savings Account) or Self Invested Personal Pension (SIPP), or through an Offshore Investment Bond, where tax can be deferred.

The ABC Hindsight Plan is available from today until September 12th from Old Mill Group.

© Fair Investment Company Ltd