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.