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FEATURES
- Two Annual Rolling Funds.
- Equity Growth is linked to the "Average Movement" of the
relevant stockmarket Index over the Annual Investment Period.
- Investors are provided with a choice of capital guarantee for each
Annual Investment Period plus equity growth linked to the growth in
the relevant index.
- The lower the capital guarantee, the higher the equity growth potential.
- The annual management charge is 0.75%.
- Free switches between guarantee levels and funds.
FUNDS
- The UK Equity Fund is Sterling denominated with returns linked
to the UK stockmarket. Investors are provided with a choice of capital
guarantee from 90% to 105% of the net investment each year together
with equity growth linked to the UK stockmarket.
- The US$ American Equity Fund is US Dollar denominated with
returns linked to the US stockmarket. Investors are provided with a
choice of capital guarantee from 90% to 104% of the net investment each
year together with equity growth linked to the US stockmarket.
FURTHER INFORMATION
Downloadable information sheets for these funds and others are available
in the library section of this site.
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