The Morgan Stanley UK Giants Selector Plan 4 is a 6 year structured investment plan linked to the performance of the largest 20 companies by market capitalisation in the FTSE 100 Index.
On the 20th August 2013, the largest 20 companies by market capitalisation in the FTSE 100 Index were recorded. These shares make up the ‘Giants Basket’. At maturity, the performance of the shares in the Giants Basket over the plan term will be analysed and the top 11 shares selected. Subject to events described in page 11 of the brochure, these companies will remain in the Giants Basket even if they cease to be one of the largest 20 FTSE 100 companies during the term of the plan.
Your return will be equal to the average performance of these 11 shares from the Plan Start Date to the Plan End Date. If the average performance is negative, you will receive no return.
As long as the Index has not fallen by 50% or more at maturity from the Initial Index Level, you will receive the full return of your original investment. Any breach in this 50% safety net is only measured at maturity and not throughout the investment term. If the safety net has been breached at maturity, you will lose 1% of capital for every 1% the Index has fallen below the starting level. In this situation at least 50% of your capital will be lost and you will lose some or all of your original investment.
The Plan is available for Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.
- Growth linked to the performance of the best-performing 11 shares from the 20 largest FTSE 100 companies
Capital at risk product*
- Investment term: 6 Years
- Arrangement fee applies
- Minimum single investment: £3,000
- Maximum ISA investment: £11,520
- No maximum ISA transfer
- No maximum total investment
- Also available to businesses, charities and SIPPs
Investment deadline ISA transfers: The deadline for this plan has now passed. Please fill in the form to receive details of the next plan as soon as they become available
Investment deadline for direct and ISA investment: The deadline for this plan has now passed. Please fill in the form to receive details of the next plan as soon as they become available
* The return of your capital depends on the performance of the FTSE 100 Index and the ability of the counterparty (Morgan Stanley) to repay the monies.
Reduced arrangement fee: For investments of £100,000 or more into this plan, processed through Fair Investment Company, your arrangement fee will be reduced to 2% of your original investment.