MB UK Step Down Kick Out Plan – ISA.co.uk

MB UK Step Down Kick Out Plan – ISA.co.uk


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New Defensive Plan: potential 6.5% per year growth, even if the FTSE falls by 15% over six years…

The balance between a good level of growth and still receiving a return even if the market goes down slightly could make this new plan very popular
MB UK Step Down Kick Out Plan - ISA.co.uk Fair Investment

Oliver Roylance-Smith

Head of Savings and Investments

MB UK Step Down Kick Out Plan - ISA.co.uk Fair Investment

Defensive investments normally offer the potential for growth, even if the market goes down slightly, and this new investment from MB Structured Investments could be very attractive.

This plan will ‘kick out’ and return your initial capital plus 6.5% 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 100% of its starting value at the end of years 1, 2, 3, 4 and 5, and then reduces to 85% in the final year. So the plan could offer 6.5% returns, even if the FTSE falls by 15%.

If the FTSE is below the required level each year, no growth is achieved and your original capital will be returned, unless the FTSE 100 Index has fallen by more than 35% at the end of your investment. If it has, your initial capital will be reduced by 1% for each 1% fall, so you could lose some or all of your initial investment.

Depending on your views of what might happen to the FTSE in the coming years, this plan offers the opportunity for investment level returns, even if the market goes down slightly.

Plan Details

Potential Return: 6.5% per annum in years 1, 2, 3, 4, 5 or 6

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 Step Down Kick Out Plan September 2020 - ISA.co.uk

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