Safety First Balanced Recovery Plan

2.5% Discount

 

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Key Dates

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Plan Closes: 31 July 2009

 

Last ISA Transfers: 21 July 2009

   
Plan Overview

Investment Term: Six years

Investment Links: FTSE 100 Index, S&P Global Infrastructure Index, IShares MSCI Emerging Markets Index (ETF) and iShares Iboxx Investment Grade Corporate Bond Fund (ETF)

Asset Mix: Performance is determined by an equal allocation (25% each) to the four underlying Investment Links

Capital Protection: 100% capital protected – security provided by AA+/Aa1 rated government owned counterparty.

Maximum Return: 100% of any rise in the Investment subject to a maximum growth of 45% after 6 years.

Available For: New ISA investment, ISA transfers, Direct investment, SIPP and SSAS pension schemes

Best discount on ISAs, Unit Trusts and OEICs