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Incapital Europe – Dual Index Kick Out Plan – Defensive Series 7

Incapital Europe – Dual Index Kick Out Plan – Defensive Series 7

Type: Capital-protected bond

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

Minimum-maximum investment: £5,000-no maximum, Isa £11, 280

Term: Six years

Return: 17% growth plus original capital at the end of year two provided both indices are at or above 95% of their initial values, 25.5% growth plus capital at the end of year three provided both indices are at or above 90% of the initial values, 34% growth plus capital at the end of year four provided both indices are at or above 85% of their initial values, 42.5% growth plus capital at the end of year five provided both indices are at or above 80% of their initial values or 51% growth plus capital at the end of year six provided both indices are at or above 75% of their initial values

Protection: Original capital returned in full at the end of the term provided neither index falls by more than 50% without returning to at least its initial value

Closing date: May 28 2012, May 17, 2012 for Isa transfers

Commission: Initial 3%

Tel: 020 7605 4000


Investec rethinks Africa and Middle East funds

Investec Asset Management is to consolidate its Africa and Middle East range in a move that will see two funds merged and another wound down. The firm is merging its offshore £11.6m Investec GSF Africa and Middle East fund and £11.6m Investec GSF Middle East and North Africa fund into the £50.2m Investec Africa opportunities […]

AIC drops TERs for new charges methodology

The Association of Investment Companies is going to stop publishing total expense ratios on its website and recommends its members use a different methodology for their own acounts. From May 31, the trade body will replace TERs with an ’ongoing charges’ figure, which will be created Morningstar on the basis of a new AIC methodology. […]

Aviva chief waives rise as provider announces pay review

Aviva chief executive Andrew Moss is to waive a pay rise as part of a move from the provider to quell shareholder anger over executive pay. In a stock exchange announcement, Aviva says it is to review how it sets executive pay after a number of shareholders voiced concerns about pay levels following the publication […]

Cazenove to go short duration for high income launch

Cazenove’s Peter Harvey plans to be “significantly underweight duration” in the new High Income fund, which is slated for launch next month. Harvey says if market conditions remain as they are, the high-yield bond fund will be launched with a far shorter duration than the 3.7 years of its benchmark, the Bank of America Merrill […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]


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