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Managed portfoliio - "Providing quarterly guarantees and equity growth linked to a managed basket of global stock market indices".

FEATURES

  • Two Quarterly Rolling Funds.
  • Equity Growth is determined by the performance of a managed basket of stock market indices over the Investment Period.
  • Investors are provided with a choice of capital guarantee from 95% to 100% of the net investment each quarter plus the equity return.
  • The lower the capital guarantee, the higher the equity growth potential.
  • The quarterly management charge is 0.25%.
  • Free switches between guarantee levels and funds.

FUNDS

  • The Guaranteed Global Managed Fund is Sterling denominated.
  • The US$ Guaranteed Global Managed Fund is US Dollar denominated.

FURTHER INFORMATION

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

   
 

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Site updated: 21 April 2008 by: RL Business Solutions Limited