Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Defensive Dual Index Plan 30

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Defensive Dual Index Plan 30

When you invest in the Defensive Dual Index Plan 30, you may receive capital growth of 8.5% for each year of your investment depending on the performance of the FTSE 100 Index and the S&P 500 Index. 

Potential early maturity (kick-out) on any anniversary, from year two onwards, if both Indices are at or above their Initial Index Level. 

If no early kick-out occurs, the Plan includes a defensive feature at the end of the term, whereby the required kick-out levels reduce to 75% of the Initial Index Levels. 

Capital is at risk if either Index closes below 50% of its Initial Index Level on the Investment End Date. 

Overview

  • Investment Term: Up to six years
  • Potential return of 8.5% for each year that elapses 
  • Potential kick-out from year two 
  • Defensive Feature: The kick-out levels reduce to 75% of their Initial Index Levels on the Investment End Date
  • Capital is at risk, you could lose some or all of your initial investment 
  • Counterparty is Goldman Sachs International, which holds an 'A' credit rating from Standard & Poor's 
  • Invest from £10,000
  • Please click here to view the FVC report

Key dates

ISA/ JISA transfer deadline

18 September 2015 (Stocks & Shares ISA transfer)
25 September 2015 (Cash ISA transfer) 

Application deadline

9 October 2015

Investment start date

16 October 2015

Anniversary dates

16 October 2017, 16 October 2018, 16 October 2019 and 16 October 2020

Investment end date

16 October 2017

Product material

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