Investec FTSE 100 8 Year Defensive Kick Out Plan

Investec FTSE 100 8 Year Defensive Kick Out Plan


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13.5% in 3 years, even if the FTSE falls by 10%…

With recent stock market volatility, growth investments that allow a good return even if the stock market goes down slightly, might be worth a closer look
Investec FTSE 100 8 Year Defensive Kick Out Plan Fair Investment

Oliver Roylance-Smith

Head of Savings and Investments

Investec FTSE 100 8 Year Defensive Kick Out Plan Fair Investment

If you are looking to take on some risk to your capital in the hunt for higher returns, the potential for high growth combined with a return of capital unless the stock market falls by 40% or more, could be a compelling option.

The Investec FTSE 100 8 Year Defensive Kick Out Plan will kick out and return your original capital along with 4.5% 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 40%. 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.

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.

Plan Details

Potential Return: 4.5% per annum in years 3, 4, 5, 6, 7 or 8 

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 8 Years

Arrangement fee applies

Minimum single investment: £3,000

Maximum ISA investment: £20,000

Maximum for ISA transfers and non-ISA investments: £3,000,000

Deadlines

ISA Transfer Applications: 23 October 2020
Direct & ISA Applications: 6 November 2020

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.

Investec FTSE 100 8 Year Defensive Kick Out Plan 5

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