Quantum Asset Management Protected Energy Portfolio with Big Discounts

Protected Energy Portfolio

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: 100% capital protected at maturity. (See Counterparty note below).

Maximum Investment Return: 180% 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)