FEATURES

• Two Annual Rolling Funds.
• Equity Growth is linked to the "Average Movement" of the relevant 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 FTSE 100 Index. 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 FTSE 100 Index.
• The US$ American Equity Fund is US Dollar denominated with returns linked to the S&P 500 Index. 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 S&P 500 Index.

FURTHER INFORMATION

Downloadable information sheets for these funds and others are available in the library section of this site.