Keydata Dynamic Growth Plan Plus

2.5% Discount

Applications must be posted to Moneyworld and arrive at least three days before the official closing date to guarantee delivery to the Investment Company before close of business.

 

Download Brochure

Key Dates

Download Direct Investment & ISA Application

Plan Closes: 29 August 2008

Download ISA Transfer Application

Last Transfers: 08 August 2008

FSA 'Capital at Risk Product' Brochure

 

 

Order literature by post

 
Plan Summary

The Plan allows investors to benefit from the predicted limited growth in the FTSE™ 100 Index in the short to medium term by gearing growth PLUS substantial capital protection linked to the performance of the FTSE™ 100 Index.

The Plan offers 10 times any growth in the FTSE™ 100 Index over 6 years to a maximum return of 95%. Besides the potential for achieving geared returns, the Plan provides a full repayment of your original investment unless the FTSE™ 100 Index falls by 50% or more of its Start Index Level at any time and fails to recover to at least its Start Index Level by the end of the 6 year investment term. Under these circumstances, capital will be reduced by 1% for each 1% the Final Index Level is below its Start Index Level.


Benefits at a glance

10 times any rise in FTSE™ 100 Index subject to a maximum investment growth of 95%.

 
• 50% capital protection barrier.
 
6 year investment.
 
• Tax efficient – growth is taxed as capital gains.
 
• Early investment bonus of 4% p.a. gross interest until 10 September 2008.
 
• No initial charges – 100% allocation.
 

Best discount on ISAs, Unit Trusts and OEICs