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Investec - FTSE 100 Step Down Kick Out Plan

Defensive best seller: potential for up to 43.5% growth
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"Potential 7.25% pa..."

This popular investment plan from Investec offers:

  • 7.25% pa: if the FTSE is above required kick out reference level
  • Required kick out level: reduces from 100% of FTSE initial level down to 80% over term of 6 year plan
  • Potential early maturity: annually from year 2 onwards
  • Tax free: if held in an ISA, ISA transfers accepted
  • Non-ISA also available: invest from £3,000

The Plan is available for 2018/19 & 2019/20 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Investment deadline for ISA transfer applications: 29 March 2019
  • Investment deadline for direct and 2018/19 ISA applications: 5 April 2019
  • Investment deadline for direct and 2019/20 ISA applications: 18 April 2019

If the plan kicks out in the final year, you would receive 43.5% growth even if the FTSE had fallen almost 20%, which perhaps helps to explain why the plan has proved so popular with our investors

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure by email & post

If you're interested in the Investec - FTSE 100 Step Down Kick Out Plan plan, then submit your details below and we can send you a free brochure via email and post.

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