Mariana FTSE 100 Defensive Kick Out Plan

Mariana FTSE 100 Defensive Kick Out Plan


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High Growth Defensive Plan: 7.5% per year, even if the FTSE falls by up to 15% over 7 years…

The balance between a good level of growth and still receiving a return even if the market goes down slightly, could make this plan a compelling option
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Where will the FTSE be in the medium term? It’s a fair question to ask and if you’re not convinced it will continue to rise, but consider 7.5% annual growth is a good return, the FTSE 100 Defensive Kick Out Plan from Mariana may be worth a closer look. 

The plan will ‘kick out’ and return your original investment along with 7.5% 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 105% of its starting value at the end of year 2, 100% at the end of years 3 and 4, 95% at the end of years 5 and 6, down to 85% 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 35% from the opening level. If it does, your initial capital will be reduced by 1% for each 1% fall, so you could lose some or all of your initial investment. 

For investors who are not confident the stock market will continue to rise in the coming years, a plan that offers investment level returns even if the FTSE 100 falls by up to 15%, could be an attractive opportunity.

Plan Details

Potential Return: 7.5% for each  year invested (not compounded), if the FTSE is above required kick out level

Required kick out level reduces from 105% to 85% over the term

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

Capital At Risk Product – 65% barrier

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 7 Years

Arrangement fee applies

Minimum single investment: £10,000, or £5,000 if applying online

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

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.

Mariana FTSE 100 Defensive Kick Out Plan May 2024

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