Blue Sky Asset Management is launching the latest tranche of its Defensive series with Capital Accumulator Auto-Call Plan, which offers 6.5% annual growth, regardless of any falls in the FTSE 100.
It pays out at its first anniversary if the FTSE is at or above 85% of its starting level repaying both growth and capital invested. The auto-call delivers accumulated growth at the first anniversary where the FTSE 100 is at or above 85% of its starting level, which allows for falls of up to 15% in the index without impacting on investors' returns. The plan closes early automatically when the auto-call is triggered, repaying both growth and full capital invested. Growth is rolled up for the six-year term if the auto-call is not triggered on the anniversary and also provides 100% capit...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes