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With deposit rates at such low levels, we have commissioned an investment to provide:
1. 100% Capital Protection,
and
2. Growth Potential (180% Participation) linked to a basket of currencies.
The potential outcomes compared with a deposit account (paying 3%pa) are outlined below:
Note: These figures are estimates only. Past performance is not a guide to future performance. This bond matures on 30th September 2013.
Summary
The term is 3 years and 6 months
The investment will be subject to 28% DIRT on any growth achieved
Self Administered Pension investors will not suffer any tax on growth
The costs are borne within the investment structure i.e. your guarantee and the growth are based on the full 100% of your investment.
The closing date for investment in this currency bond is 24th March 2010.
Click for full details of the capital guaranteed currency bond and to download a brochure and application form.
Previous Investments
We promoted two protected investments in 2009. They were:
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Oil Bond
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Credit Bond |
| Protection |
50% |
100% |
| Participation Rate |
160% (Cap of 56% growth) |
100% |
| Term |
2 Years 3 Months (from March 2009) |
3 Years 6 Months (from June 2009) |
| Objective |
Strong growth |
No risk, medium growth |
| Performance to date |
+56% |
+5.93% |
These offerings sought to exploit excessive weaknesses at the time firstly in oil prices and then credit markets. The second offering was structured as a low risk alternative to deposit – the annualised return to date is 8.63% (8.63% AER).
We believe the current offering linked to currency markets provides a good complement to the 2009 offerings.
Further Information and Next Steps
To proceed with this investment, or for further information, please contact us, or browse the following links:
Growth potential of the currency bond
Why pick these currencies?
What will the future hold for this Currency Basket?
Our View on Deposit Rates
Actions Required
Note: past performance is not a a reliable guide to future performance.
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