Causeway Securities FTSE 100 Quarterly Income Plan

Causeway Securities FTSE 100 Quarterly Income Plan


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High Income: Potential 4.5% interest pa even if the FTSE falls 20%, quarterly payments…

For those prepared to put their capital at risk in order to achieve a high level of income whilst also maintaining some capital protection in the event the market goes down, this plan offers a compelling balance of risk versus reward
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

If you’re looking for high income investment opportunities, this latest plan from Causeway Securities offers up to 4.5% per year, with quarterly interest payments.

The plan is based on the performance of the FTSE 100 Index, and will pay 1.125% at the end of each quarter, provided the FTSE has fallen by more than 20% below its value at the start of the plan – that’s a potential 4.5% per year interest. If the FTSE is below this level, no income is paid for that quarter.

The plan has a maximum term of 7 years, but also offers the opportunity to receive your initial capital back in full before then if the FTSE has risen by 5% or more at the end of each quarter from year 2 onwards. If the plan does not end early, your initial capital is returned in full unless the FTSE has fallen by more than 35% at the end of the plan. If this does happen, your initial capital would be reduced by 1% for each 1% fall, so your capital is at risk.

Depending on your view of the UK market in the medium term, the combination of high income even if the FTSE falls 20%, along with some capital protection, could be worth a closer look.

Plan Details

Potential quarterly income: 1.125% (equivalent to 4.5% annually) if the FTSE 100 Index doesn’t fall by more than 20%

Potential to mature early quarterly from year 2 onwards if the FTSE 100 Index rises by 5% or more

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 7 Years

Arrangement fee applies

Minimum single investment: £10,000 

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

The deadline for this plan has now passed. Please fill in the form below to receive details of the next issue of the plan as soon as it becomes available

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 Quarterly Income Plan October 2021

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