MB UK 3Y Defensive Growth Deposit Plan

MB UK 3Y Defensive Growth Deposit Plan


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Capital protected savings alternative: Potential 18.75% after 3 years, even if the FTSE drops by 10%…

If the value of the FTSE had fallen up to 10% in three years’ time, but you still received a 18.75% growth payment along with a full return of your initial capital, would you consider that a good investment?
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

For those looking for capital protected alternatives for their savings and Cash ISAs, the potential 18.75% return on offer from MB’s UK 3Y Defensive Growth Deposit Plan could be a compelling option.

The plan compares the value of the FTSE 100 Index at the beginning and the end of the term, and provided it has not fallen more than 10%, pays a fixed return of 18.75% (tax free if held in an ISA). This is equivalent to 6.25% growth each year, which is considerably more than medium term savings rates at present.

As with other deposits your capital is also eligible for FSCS protection. However, unlike fixed rate savings accounts your return is not guaranteed and so you could only receive your initial capital back.

 

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 – 18.75% at the end of the term if the FTSE 100 Index is higher than 90% of its starting level 

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 2023/24 and 2024/25 Cash ISA, ISA Transfer and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: 3 Years

Arrangement fee applies

Minimum single investment: £5,000

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

MB UK 3Y Defensive Growth Deposit Plan April 2024

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