Investec FTSE 100 Defensive Kick Out Plan

Investec FTSE 100 Defensive Kick Out Plan

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19.5% in 3 years, even if the FTSE falls almost 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
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Investec Structured Products

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 50% or more, could be a compelling option.

The Investec FTSE 100 Defensive Kick Out Plan will kick out and return your original capital along with 6.5% for each year invested (not compounded) from year three onwards, provided the level of the FTSE 100 Index is 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 50%. 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

Plan Details

Potential Return: 6.5% pa from year three 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 6 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


ISA Transfer applications: 8 February 2019
Direct & ISA applications: 1 March 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.

Investec FTSE 100 Defensive Kick Out Plan 52

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