Hilbert Conditional Quarterly Autocall Plan

Hilbert Conditional Quarterly Autocall Plan

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Up to 9.32% p.a. income, quarterly payments…

If you’re looking for high income, then the ability to receive 9.32% per year even if the FTSE or EURO STOXX fall by up to 20%, could be appealing
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Hilbert Conditional Quarterly Autocall Plan

The Hilbert Conditional Quarterly Autocall Plan offers the potential for a 2.33% payment each quarter, depending on the performance of the FTSE 100 Index and the EURO STOXX 50 Index (made up of the 50 largest blue chip companies in the Eurozone). That’s a potential 9.32% income per year.

Each Index is measured at the start of the plan, and then again at the end of each quarter. If both Indices are at or above 80% of their starting level (i.e. they can fall by 20%), a 2.33% income payment is made. If either index has fallen by more than 20%, no income payment is made for that quarter.

The plan also offers some capital protection against the UK and Eurozone markets falling since your initial capital is returned in full, unless either Index has fallen by more than 40% at the end of the plan term. If this does occur, your capital is reduced in line with the worst performing Index and you could therefore lose some or all of your initial investment.

So if you’re looking for high income opportunities and are confident the UK and Eurozone markets will not fall by more than 20%, this plan is certainly worth reviewing.

Plan Details

Potential income of 2.33% per quarter (equivalent to 9.32% per annum)

Potential to kick out (mature early) quarterly from year 1 onwards

Capital at risk product

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 10 Years

Arrangement fee applies

Minimum single investment: £5,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments


ISA Transfer applications: 25 January 2019
Direct & ISA applications by cheque: 25 January 2019
Direct & ISA applications by bank transfer: 4 February 2019

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.

Hilbert Conditional Quarterly Autocall Plan Issue 13

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