IDAD The Callable Defensive Supertracker Plan

IDAD The Callable Defensive Supertracker Plan


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NEW LAUNCH: Potential high growth returns – either 10% per year or 3 x FTSE growth…

This new plan from IDAD has the potential for very high returns – either 2.5% per quarter or a defensive element offering three times the rise in the market with a 5% head start
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

The Callable Defensive Supertracker Plan is different from most other plans as the Issuer (Goldman Sachs International) can choose to ‘call’ or end the plan early on any quarterly anniversary date from year two onwards. If they do decide to end the plan then it will pay a return of 2.5% x the number of quarters the plan has been running (equivalent to 10% pa) plus the return of capital. 

If the deposit taker decides to let the plan run for the full 6 year term then at maturity it will pay an attractive 3 x any FTSE growth over the period. An additional feature of this plan is that the growth is based on any rise above 95% of the FTSE’s starting value. For example if the FTSE 100 ends the same – you receive 15% (3 x 5% growth), if the FTSE 100 rises 10% the return is 45% (3 x 15% growth, if the FTSE 100 rises 20% the return is 75% (3 x 25%) growth, and so on.

If the plan runs for the full term and the FTSE 100 ends below 95% of its starting value, no growth will be paid and your original investment will be returned in full unless the FTSE has fallen by more than 50%. If it has, your capital will be reduced by 1% for each 1% fall and so you could lose some or all of your initial investment.

This plan offers the opportunity for potential double digit annual growth if called early, or if running for the full term a potential for a competitive return, even if the FTSE drops slightly, ends the same or rises by any amount.

Plan Details

2.5% per quarter (10% pa) – if the Issuer ends the plan early

3 x FTSE 100 Index  growth above 95% of Initial Level – if the plan runs for the full term

Issuer: Goldman Sachs International Bank

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 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: 22 May 2019
Direct & ISA applications by cheque: 29 May 2019
Direct & ISA applications by bank transfer: 5 June 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.

IDAD The Callable Defensive Supertracker Plan June 2019

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