Investec FTSE 100 Defensive Step Down Kick Out Plan

Investec FTSE 100 Defensive Step Down Kick Out Plan


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The opportunity for 6.25% pa even if the FTSE falls by up to 35%

If you are about to make an investment in the UK, asking yourself where the FTSE 100 Index might be in the next 5 or 6 years is a fair question, so the ability to achieve 6.25% growth each year provided the FTSE does not fall 35% or more, could be worth a closer look
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Investec Structured Products

If you are about to make an investment in the UK, asking yourself where the FTSE 100 Index might be in the next 5 or 6 years is a fair question to consider, especially as recently the Index closed at its highest level ever. Depending on your answer, this latest launch by Investec may be worth a closer look.

The FTSE 100 Defensive Step Down Kick Out Plan will ‘kick out’ and return your original investment along with 6.25% for each year invested (not compounded) provided the level of the FTSE 100 Index is above the required level at the end of each year. The required level is 100% of its starting value at the end of year 2, then reducing each year down to 65% in the final year.

If the FTSE is below the required level each year, no growth return will be achieved at the end of the plan and your original capital will be returned, unless the FTSE 100 Index has fallen by more than 40% at the end of your investment. If it has, your initial capital will be reduced by 1% for each 1% fall, so you could lose some or all of your initial investment.

The longer running FTSE 100 Step Down Kick Out Plan from Investec has been our best selling defensive investment over the last 12 months, and so we expect this more defensive version to be just as popular.

Plan Details

Potential Return: 6.25% per annum in years 2, 3, 4, 5 or 6

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: £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 Step Down Kick Out Plan 15

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