FEATURES

• A range of 5 Guaranteed Quarterly Rolling Funds
• Equity Growth is determined by the "Spot to Spot Movement" of the relevant stockmarket index.
• Investors are provided with a range of capital guarantees from 95% to 100% of the net investment each quarter plus equity growth linked to the growth in the relevant Index.
• 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 UK Shield Fund is sterling denominated with returns linked to the UK stockmarket.
• The Guaranteed Hong Kong Shield Fund is sterling denominated with returns linked to the Hong Kong stockmarket.
• The Guaranteed Japan Shield Fund is sterling denominated with returns linked to the Japan stockmarket.
• The Guaranteed American Shield Fund is sterling denominated with returns linked to the US stockmarket.
• The Guaranteed German Shield Fund is sterling denominated with returns linked to the German stockmarket.

FURTHER INFORMATION

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