MB UK Super Defensive Kick Out Plan

MB UK Super Defensive Kick Out Plan

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Super Defensive Plan: the opportunity for 6.4% pa even if the FTSE falls by up to 30%…

If you think the FTSE 100 Index may fall in the coming years but are still looking for a good return, the ability to achieve over 6% growth each year provided the FTSE does not fall 30% or more, could be worth a closer look
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

If you are considering investing, asking yourself where the FTSE 100 Index might be in the next 7 years is a fair question to consider, especially with recent stock market uncertainty. Depending on your answer, this plan may be worth a closer look.

The MB UK Super Defensive Kick Out Plan will ‘kick out’ and return your original investment along with 6.4% 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 1, then reducing over the term of the plan  down to 70% 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% 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.

The longer running UK Step Down Kick Out Plan from MB has been one of our best selling defensive investment over the last 12 months, and we are seeing this more even more defensive version just as popular.

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.

Plan Details

Potential Return: 6.4% for each  year invested (not compounded), if the FTSE is above required kick out level

Required kick out level reduces from 105% to 70% over the term

Potential to mature early (kick out) each year from year 1 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: £5,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments


ISA Transfer Applications: 13 May 2022
Direct & ISA Applications: 27 May 2022

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.

MB UK Super Defensive Kick Out Plan May 2022

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