View more on these topics

Barclays Wealth – Defined Returns Plan Annual Kick Out  Dual Index September 2011 Edition

Barclays Wealth – Defined Returns Plan Annual Kick Out  Dual Index September 2011 Edition

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 and S&P 500 indices

Minimum-maximum investment: £5,340-£500,000, Isa £10,680

Term: Six years

Return: 10.5% growth plus original capital at the end of year one, 21% growth plus capital at the end of year two, 31.5% plus capital at the end of year three, 42% growth plus capital at the end of year four, 52.5% growth plus capital at the end of year five or 63% growth plus capital at the end of year six

Protection: Original capital returned in full at the end of the term provided both indices do not fall by more than 50% by the final day of the term

Closing date: November 14, 2011, October 31, 2011 for Isa transfers

Commission: Initial 3%

Contact: www.barclayswealthprotectedinvestments.com

Recommended

7

Fay Goddard: Welcome to the new world

September is the busiest month of this year for both the Personal Finance Society and me personally. The month kicked off with the first of five autumn roadshows, where myself and some of the PFS team are talking to members and non-members about how we operate, what we are doing now and what the future […]

Murphy to run Omam UK opportunities fund

Old Mutual Asset Managers is offering a UK opportunities fund managed by Simon Murphy. The Ucits fund is scheduled for launch in the fourth quarter of the year and will be domiciled in Ireland. The UK opportunities fund will use a multi-cap investment approach incorporating top-down market views and bottom-up analysis. Minimum investment is £1,000 […]

Steve Webb defends Nest focus on caution

Pensions minister Steve Webb has defended Nest’s cautious investment strategy. The Nest default fund will target long-term investment returns of the CPI plus 3 per cent. Webb said: “The received wisdom is if you are young and you are investing for 40 odd years, you can be quite risky because although the value could fluctuate […]

Japan 2017 Outlook: Abenomics 2.0

By Chris Taylor, head of Japanese Equities, Neptune Abe, having reinforced his political position domestically, will most likely hold off any further major policy enactments until after president Trump has settled into the White House and enacted some of his own. Then a relaunch of the Three Arrows programme is likely, or Abenomics 2.0, including […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

There is one comment at the moment, we would love to hear your opinion too.

  1. This product returned £85 after my mother was basically duped in to investing £25,000 over 3 years on this scheme. We are consulting legal advice after the fixed term end date was conveniently moved by 30 days. This made the difference of my 73yr old mother getting £85 instead of £4980 interest. Her last statement 2 days before maturity said she had made the £4980 figure. Less than 30 days later Barclays declared over £1.2 billion profit for that quarter. A 3 year investment made £85 – disgusting MANIPULATION of their rules for their benefit.

Leave a comment