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SPOTLIGHT
SPECIAL EBS 5 YEAR DEPOSIT RATE >
Great Deposit Rate 5.00% AER Fixed

PROTECTED HEALTHCARE ACCOUNT >
‘Double Growth, Capital Protected’ investment

Q4-2011: INVESTMENT REVIEW >
Our survey of managed funds in the Irish market

4 & 5 The Avenue
Beacon Court
Sandyford
Dublin 18
Ireland
T: +353 1 293 6500
F: +353 1 295 2205
E: solutions@acumen.ie

Application icon for Printable Directions and Map (295.6 KB)Printable Directions and Map (295.6 KB)

Loc8 Code: NN3-74-9DJ

 

our protected investment performance

 We structured and promoted three protected investment products since 2009.  They were:

Protected Investment Oil Bond Credit Bond Currency Account
Protection 100%* 100% 100%
Participation Rate 160%                                    (max 56% growth) 100% 180%
Term 2 Yrs 3 Mths 3 Yrs 6 Mths 3 Yrs 6 Mths
Launch Date 01/03/2009 01/06/2009 30/03/2010
Objective Strong Growth

Medium Growth
(no risk)           

Medium Growth
(no risk)
Performance to Date**

+56% (Capped)Completed

+5.42% -4.65%
       

* except where price falls below 50% of launch price.

** Values current as at 04/10/2011.

 
Each investment selected an asset class which had suffered significant declines, and which
we believed had strong possibilities for recovery. This potential for growth, coupled with protection, is an attractive combination.

Please let us know if you would like to us to contact you regarding future investment opportunities.
 

Warning: Past performance is not a reliable guide to future performance.

 


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