THIS ISSUE OF THE PLAN IS NOW CLOSED

 

Global Vista Protected Portfolio Investment Plan

2.5% Discount

Application forms must be posted to Moneyworld or you will not get the discount.

 

Download Brochure

Key Dates

Download Direct Investment/ISA Application

Plan Closes: 07 May 2010

Download ISA Transfer Application

Last Transfers: 23 April 2010

Download SIPP & SSAS Application Order literature by post
Download Trustee Application  
   
   
Plan Details

The Global Vista PPI is a six year capital protected investment linked to an equally weighted portfolio of five actively managed funds. It offers 100% protection and participation of 0.85 times any rise in the performance of the portfolio

Underlying Asset Fund(s)

Equally weighted portfolio consisting of;

AXA Framlington Emerging Markets (Accumulation);

Schroder US Smaller Companies (Accumulation);

M&G Global Basics Fund (Accumulation);

Henderson European Opportunities (Accumulation);

Invesco Perpetual Global Bond Fund (Accumulation)


• Subject to CGT

• 100% capital protection if held to maturity


Investment Limits:


Minimum £3,000. No maximum for direct investment, maximum of £10,200 for ISA.


Availability:

Direct Investment, ISA, ISA transfer, SIPP/SSAS, Trustees of a trust

Best discount on ISAs, Unit Trusts and OEICs