MB UK 5Y Annual 100 Kick Out Plan Y3 65

MB UK 5Y Annual 100 Kick Out Plan Y3 65

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Popular growth plan: potential 9% per annum, even if the market stays flat…

Whilst there are a number of reasons that make this plan popular, the opportunity for high growth even if the market stays relatively flat, is likely to appeal to a wide range of investors
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

With everything that has happened to the FTSE in recent years, investing in a plan that offers 9% annual growth even if the FTSE only rises a little, whilst returning your capital in full unless the Index falls by more than 35%, might be considered a timely option. 

Kick out plans are popular in all types of markets conditions, and this plan from MB Structured Investments offers 9% for each year invested (not compounded), provided the value of the FTSE 100 Index at the end of each year from year 3 onwards, is higher than its value at the start of the plan. For example, if this happens at the end of year 3, you would receive 27% growth,  36% at the end of year 4, or 45% at the end of year 5. You would also receive a full return of your original investment. 

Should the FTSE be lower at the end of every year for the full five year term, no growth return is achieved, and your capital is returned unless the FTSE has fallen by more than 35%. If it has, your initial investment is reduced by 1% for each 1% fall, so your capital is at risk. 

If you’re looking for opportunities in these challenging market conditions, the combination of high growth potential and a return of capital even if the market falls up to 35%, could be compelling.

Plan Details

Potential Return: 9% for each  year invested (not compounded), if the FTSE rises by any amount

Potential to mature early (kick out) each year from year 3 onwards

Capital At Risk Product – 65% barrier

Available for 2023/24 and 2024/25 Stocks & Shares ISA, ISA Transfer and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: Maximum 5 Years

Arrangement fee applies

Minimum single investment: £5,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments


2023/24 ISA Applications: 5 April 2024
ISA Transfer Applications: 12 April 2024
Direct & 2024/25 ISA Applications: 26 April 2024

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 5Y Annual 100 Kick Out Plan Y3 65 April 2024

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