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.
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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 Annual Growth Plan 19

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When you invest in the Defensive Annual Growth Plan 19, you may receive capital growth of 7% for each year of your investment depending on the performance of the FTSE 100 Index.

Potential early maturity (kick-out) on any anniversary date, from year two onwards, if the FTSE 100 Index is at or above its 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 level reduces to 75% of the Initial Index Level.

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

Overview

Investment Term: Up to six years
Potential return of 7% for each year that elapses
Potential kick-out from year two
Defensive Feature: The kick-out level reduces to 75% of the Initial Index Level on the Investment End Date
Capital is at risk, you could lose some of all of your initial investment
Counterparty is Goldman Sachs International, which holds an 'A' credit rating from Standard & Poor's
Invest from £10,000

Key dates

ISA/ JISA transfer deadline

22 December 2015 (Stocks & Shares ISA transfer)
29 December 2015 (Cash ISA transfer)

Application deadline

15 January 2016

Investment start date

22 January 2016

Anniversary dates

22 January 2018, 22 January 2019, 22 January 2020 and 22 January 2021

Investment end date

22 January 2018

Product material

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