Meteor FTSE Annual 90 Kick Out Plan

Meteor FTSE Annual 90 Kick Out Plan


Request Brochure

Defensive Growth Plan: 7.1% per year, even if the FTSE falls by 10%…

Investment plans that offer the opportunity to kick out seem to remain popular in all markets, but defensive plans more so during periods of uncertainty
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Meteor FTSE Income Contingent Plan

If you are looking to take on some risk to your capital in the hunt for higher returns, the potential for high growth even in a falling market, combined with a return of capital unless the stock market falls by 35% or more, could be a compelling option.

The Meteor FTSE Annual 90 Kick Out Plan will kick out and return your original capital along with 7.1% for each year invested (not compounded) from year two onwards, provided the level of the FTSE 100 Index is at or above 90% of it’s initial level. So the FTSE could fall up to 10% and you still receive a return.

If the plan does not achieve a return, your initial capital is returned in full unless the FTSE falls by 35%. If it does your initial capital is reduced by 1% for each 1% fall, so you could lose some or all of your initial investment.

Investment plans that offer the opportunity to kick out seem to remain popular in all markets, but defensive plans more so during stock market volatility. For those looking for high growth returns even if the market falls up to 10%, this is certainly worth a closer look.

Plan Details

Potential Return: 7.1% for each  year invested (not compounded), unless the FTSE drops by more than 10%

Potential to mature early (kick out) each year from year 2 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 5 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: 18 June 2024
Direct & ISA Applications: 2 July 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.

Meteor FTSE Annual 90 Kick Out Plan July 2024

Request a brochure by email:

Investor Type
Personal Information
Please enter your first name.
Please enter your last name.
@
Please provide a valid email.
Please provide a telephone number.
Date of birth
Address
Please provide the first line of your address.
Please provide your city or town.
Please provide your postcode
Sum to invest

Please note, we automatically send brochure packs by email only. If you require a hard copy by post please contact us on [email protected] and we will send to you

Agree to our Terms & Conditions
You must agree to our terms before submitting.