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- A series of 3 year guaranteed growth funds with a choice of capital
guarantee and growth linked to equity indices.
- A series of 5+ year guaranteed growth funds with a choice of capital
guarantee and growth linked to equity indices.
- A series of 3 year fixed income or growth funds.
- A range of quarterly rolling lock-in funds offering investors a choice
of capital guarantee levels with a corresponding greater or lesser geared
exposure to the UK and other stockmarkets.
- A range of annual rolling lock-in funds that are similar to the quarterly
funds.
- A service to provide bespoke structured investment funds.
Funds
- Fixed Term Guaranteed Growth Funds - A range of 3 year or 5+
year guaranteed growth funds with a choice of capital guarantee levels.
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- Shield Portfolio - A range of Guaranteed Quarterly Rolling
Funds whose equity growth returns are determined by the
"Spot to Spot Movement" of a specific stockmarket index over
the investment period.
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- Security Portfolio - A range of Guaranteed Quarterly Rolling
Funds whose equity growth returns are determined by the
"Average Movement" of a specific stockmarket index over the
investment period.
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- Equity Portfolio - A range of Guaranteed Annual Rolling
Funds whose equity growth returns are linked to the "Average
Movement" of specific stockmarket indices over the investment
period.
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- Managed Portfolio - A range of Guaranteed Quarterly Rolling
Funds whose equity growth returns are linked to the performance
of a managed basket of stockmarket indices over the investment period.
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- Bespoke Structured Investment Funds - Investment funds individually
structured by the investor to meet the investor's precise risk and reward
profile.
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