ISA best seller: the opportunity for 9.5% per year...
With the recent market volatility, if you are not confident the FTSE 100 will rise significantly, but would like to achieve near double digit returns even if the FTSE only rises a little, the Enhanced Kick Out Plan may be worth a closer look.
The plan has a maximum term of six years, but will ‘kick out’ provided the level of the FTSE 100 Index at the end of any plan year is higher than its value at the start of the plan (subject to averaging). If it is, then you will receive 9.5% for each year invested (not compounded), plus your initial investment back.
If the Index is lower at the end of every year, no growth return is achieved and at the end of the plan your initial capital is returned in full unless the FTSE has fallen by more than 40% at maturity from it’s initial level. If it does, your capital will be reduced by 1% for each 1% fall, so there is a risk you could lose some or all of your initial investment.
This investment is our best selling growth plan with ISA investors over the last 12 months, as the opportunity for 9.5% growth in as little as 12 months could be appealing to investors.
Potential Return: 9.5% per annum in years 1, 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: £3,000,000
The deadline for this plan has now passed. Please fill in the form below to receive details of the next issue of the plan as soon as it becomes available
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.