THIS PLAN HAS NOW CLOSED

 

Protected Energy Dynamo

2.75% 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.

 

 

 Key Dates

Download Brochure & Application Form

Plan Closes: 28 November 2008
FSA 'Capital at Risk Product' Brochure

Last Transfers: 14 November 2008
 

Order literature by post
 

Plan Details


 Participation: 100% of the capital growth of the commodity portfolio

Capital Protection: 90% capital protected at maturity. (See Counterparty note below). The maximum capital risk is 10%, with capital reduced on a 1:1 ratio, ie a 5% fall in the average value of the commodity portfolio results in a 5% fall in the value of the investment at maturity.

Maximum Investment Return: 220% maximum investment return including initial capital

Term: 5½ years

Underlying Exposure: Equally weighted commodity portfolio, comprising: Brent Crude Oil, WTI Oil, Natural Gas, Heating Oil, Gasoline.

Counterparty: Capital protection is provided via Medium Term Notes, issued by a major financial institution, rated ‘AA’ or better at issue by Standard & Poor’s.

Currency Exposure: No currency risk, full £ hedge.

Basis of growth calculation: The average change in the commodity portfolio, with 6-month final averaging at maturity.

Strike date: 5th December 2008

Maturity date: 5th June 2014

Available as: - Direct Investment - suitable for: Pension (SIPP/SSAS), Trustee, Corporate and Private Investors - 2008/09 ISAs - ISA transfers

Minimum Investment: £7,200 for ISA investors  £15,000 for non-ISA investors

Structure: Single MTN, Listed on a Recognised Investment Exchange.

Liquidity: Twice-monthly dealing date. (This should be considered as a 5½ -year investment. The price received before the 5½ -year maturity may be less than 100% of the initial amount invested)

Best discount on ISAs, Unit Trusts and OEICs