Investec FTSE 100 Defensive Income Plan

Investec FTSE 100 Defensive Income Plan


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OPTION 2 offers up to 7.20% annual income and early maturity…

OPTION 1 offers 5.80% unless the FTSE falls 40% or more

If you’re looking for high income, then the ability to receive 7.20% per year even if the FTSE falls almost 20%, could be appealing
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Investec Structured Products

This popular plan from Investec offers the potential for a 1.80% payment each quarter, depending on the performance of the FTSE 100 Index. That’s a potential 7.20% income per year.

The Index is measured at the start of the plan, and then again at the end of each quarter. If the Index is above 80% of its starting level (i.e. it can fall nearly 20%), a 1.80% income payment is made. If the Index has fallen by 20% or more, no income payment is made for that quarter.

The plan also offers some capital protection against the UK markets falling since your initial capital is returned in full, unless the 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 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 markets will not fall by 20% or more, this plan is certainly worth reviewing.

This plan also has another option offering 5.80% income unless the Index falls by 40% or more.

Plan Details

Potential annual income: 7.20% 

Potential to kick out (mature early) yearly from year 2 onwards

Alternative option available paying up to 5.80% each year if the Index doesn’t fall by 40% or more

Capital at risk investment

Available for Stocks & Shares ISA, ISA Transfer, and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: Up to 8 Years

Arrangement fee applies

Minimum single investment: £3,000

Maximum ISA investment: £20,000

Maximum investment for ISA transfers and non-ISA investments: £1,000,000

Deadlines

ISA Transfer applications: 2 November 2018
Direct & ISA applications: 21 November 2018

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.

Investec FTSE 100 Defensive Income Plan 12

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