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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.
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