Capital Protected Investment

Balancing growth and security

• 100% of the growth in a Global Basket of Stockmarket indices with up to 50% return on your investment.
  If you keep your capital invested until 8 October 2013, the Capital Protected Investment aims to provide a return of your original investment plus 100% of the growth in the Global basket (subject to a maximum of 50% on top of your original investment).
• Your original investment is protected
  The Fund offers the prospect of growth above any increase in the Global Basket (up to 50% on top of your original investment). Capital Protected Investment is designed to operate over a five year period and therefore encashment prior to the 5 year term could result in you receiving back less than your original investment.
  Even if the Global Basket falls, at the end of the term, your investment will still be protected (provided you invest your money for the full 5 year period).
• You can invest tax efficiently
  The Fund allows you to invest tax efficiently by using your annual Stocks and Shares ISA allowance and/or your Capital Gains Tax annual exemption.
• Three ways to invest in the Fund
  1. Invest using your Stocks and Shares ISA allowance
  2. Invest directly (non ISA)
  3. Transfer any existing Stocks and Shares ISAs
• Limited offer
  The Fund is available on a limited issue basis with a closing date of 26 September 2008 (or sooner if it sells out). If you plan to transfer an existing ISA, the closing date for completed applications is 5 September 2008.

Potential returns
Common questions

Please read this important legal information

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