Causeway Securities FTSE 100 Defensive Kick Out Plan

Causeway Securities FTSE 100 Defensive Kick Out Plan


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New Defensive Growth Plan: 8% per year, even if the FTSE falls by 10%…

Investment plans that offer the opportunity to kick out seem to remain popular in all markets, but defensive plans more so during periods of uncertainty
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

If you are looking to take on some risk to your capital in the hunt for higher returns, the potential for high growth even in a falling market, combined with a return of capital unless the stock market falls by 35% or more, could be a compelling option.

The Causeway FTSE 100 Defensive Kick Out Plan will kick out and return your original capital along with 8% for each year invested (not compounded) from year three onwards, provided the level of the FTSE 100 Index is at or above 90% of it’s initial level. So the FTSE could fall up to 10% and you still receive a return.

If the plan does not achieve a return, your initial capital is returned in full unless the FTSE falls by 35%. If it does your initial capital is reduced by 1% for each 1% fall, so you could lose some or all of your initial investment.

Investment plans that offer the opportunity to kick out seem to remain popular in all markets, but defensive plans more so during stock market volatility. For those looking for investment level returns even if the market falls up to 10%, this is certainly worth a closer look.

Plan Details

Potential Return: 8% for each  year invested (not compounded), unless the FTSE drops by more than 10%

Potential to mature early (kick out) each year from year 3 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 6 Years

Arrangement fee applies

Minimum single investment: £10,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

ISA Transfer Applications: 29 July 2022
Direct & ISA Applications: 12 August 2022

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.

Important Information: This is a structured investment plan which is not capital protected and is not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

Causeway Securities FTSE 100 Defensive Kick Out Plan August 2022

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