Investec FTSE4Good 6 Year Deposit Plan

Investec FTSE4Good 6 Year Deposit Plan


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New Ethical plan: Invest responsibly, without sacrificing your potential return…

Sustainable investing is now a key issue for UK retail investors. Investors want reasonable growth returns, but also want to ensure their investments are contributing to a better world
Investec FTSE4Good 6 Year Deposit Plan Fair Investment

Oliver Roylance-Smith

Head of Savings and Investments

Investec FTSE4Good 6 Year Deposit Plan Fair Investment

The Investec FTSE4Good Plan is offering 15.9% if the FTSE4Good UK 50 Index is higher at maturity than at its starting level. As with other cash deposits, your capital is also eligible for FSCS protection.

The FTSE4Good UK 50 Index is linked to the performance of the 50 largest companies listed on the London Stock Exchange which also demonstrate strong Environmental, Social and Governance practises. The stocks that make up the FTSE4Good UK 50 Index generally also feature in the FTSE 100 Index, since both indices track the shares of the largest companies listed on the London Stock Exchange.

The 15.9% return is equivalent to 2.65% per year (not compounded), which is significantly higher than any other cash based product. The downside is that the return is not guaranteed, so if the FTSE4Good UK 50 Index ends lower, you only get your initial capital back.

This plan gives investors comfort that ‘doing the right thing’ doesn’t necessarily mean sacrificing return potential, so if ethical investing is an important issue for you, this plan could be worth a closer look.

Important Information: This is a structured deposit plan and is capital protected. There is a risk that the company backing the plan or any company associated with the plan may be unable to repay your initial investment and any returns stated. In this event you may be entitled to compensation from the  Financial Services Compensation Scheme (FSCS), depending on your individual circumstances. In addition, you may not get back the full amount of your initial investment if the plan is not held for the full term.

Plan Details

Target return – 15.9% if the Index if higher

Underlying Index tracks UK companies who have a high Environmental, Social and Governance rating

Capital Protected Product

Eligible for the Financial Services Compensation Scheme up to £85,000 for an individual or up to £170,000 for a joint deposit account

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

Investment term: 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

Deadlines

ISA Transfer Applications: 4 December 2020
Direct & ISA Applications: 23 December 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.

Investec FTSE4Good 6 Year Deposit Plan 3

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