Arcus 5Y UK Defensive Kick Out Plan

Arcus 5Y UK Defensive Kick Out Plan


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How does a 16.5% return on your investment after 2 years sound…?

For those investors who are not confident that the UK market will rise significantly in the coming years, this defensive investment could offer a compelling risk versus reward
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Arcus Investments

Well that’s exactly what’s on offer from this defensive plan from Arcus. In addition, should the plan mature early or ‘kick out’, not only do you receive the headline rate of return on offer, but also your initial investment back in full.

The plan offers 8.25% for each year invested (not compounded) provided the value of the FTSE 100 Index is above 95% of the starting level on a measurement date. Therefore if this happened at the first opportunity at the end of year 2 the return would be 16.5%, or if not, 24.75% at the end of year 3, and so on.

If the Index closes below the required level each year, no growth return will be paid and your initial investment will be returned in full unless the Index has fallen by more than 35% at maturity. If this does occur, your capital is at risk so you will lose some or all of your investment.

Depending on your view of the UK market, an investment that offers the potential for high growth returns even if the markets fall up to 5%, could be a timely one.

Plan Details

Potential Return: 8.25% for each  year invested (not compounded), unless the FTSE 100  drops more than 5%

Potential to mature early (kick out) each year from year 2 onwards

Capital At Risk Product – 65% barrier

Available for Stocks & Shares ISA, ISA Transfer and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: Maximum 5 Years

Arrangement fee applies

Minimum single investment: £3,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

ISA Transfer Applications: 27 February 2024
Direct & ISA Applications by cheque: 29 February 2024
Direct & ISA Applications by bank transfer: 8 March 2024

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.

Arcus 5Y UK Defensive Kick Out Plan NTX01

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