MB UK Growth Kick Out Plan

MB UK Growth Kick Out Plan


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New plan, high growth: potential 9% in just 12 months…

The combination of high growth potential and capital protection unless the FTSE falls more than 35%, could be appealing to investors who think the FTSE may rise in the coming years
MB UK Growth Kick Out Plan Fair Investment

Oliver Roylance-Smith

Head of Savings and Investments

MB UK Growth Kick Out Plan Fair Investment

Do you think the FTSE 100 Index could rise by 5% or more in the coming years? If you do, and you’re looking for high growth returns along with some capital protection against a falling market, MB Structured Investments new launch could be worth a closer look. 

The UK Growth Kick Out Plan plan measures the FTSE 100 Index at the start of plan, and then at the end of each year. If the FTSE has risen by at least 5% on any of these dates, the plan comes to an end and you receive 9% for each year invested (not compounded), along with a return of your original investment. That’s a potential 9% at the end of the first year, 18% after 2 years, 27% after 3 years, etc. 

If the value of the Index is below the required level at the end of each year for the full six year term, no investment growth is paid, and the return of your initial capital is conditional on the Index not falling by more than 35% at the end of the term. If it does, your capital will be reduced by 1% for each 1% fall, so your capital is at risk.  

For investors who think the FTSE is likely to go up by at least 5% in the coming years, this plan offers the opportunity to beat the market.

Plan Details

Potential Return: 9% for each  year invested (not compounded), if the FTSE rises 5% or more

Maturity: potential to mature (kick out) each year from year 1 onwards

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: £5,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

ISA Transfer Applications: 14 September 2020
Direct & ISA Applications: 28 September 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.

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.

MB UK Growth Kick Out Plan September 2020

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