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Keydata portfolio offers protection and growth

Keydata Investment Services is offering an investment portfolio which has a combination of capital protection and growth potential through six funds.

Over a five-year term, the secure growth portfolio averages the monthly prices of a portfolio of six investment funds. Investors have a choice between 100 per cent or 90 per cent capital protection and, depending on which they opt for, they also get 100 per cent or 140 per cent of that average growth respectively.

The six funds are Norwich Union UK growth, JP Morgan Fleming premier equity growth, Newton income, Newton continental European, Threadneedle European select growth and Threadneedle American select growth.

Each fund has at least an A rating from Standard & Poor&#39s and none has a weighting of more than 25 per cent in the portfolio.

The plan, which opens this week and closes on December 21, has a minimum investment of £3,000.

The secure growth portfolio is only available through IFAs and offers 3 per cent initial commission or 0.7 per cent annual commission over five years.

Chief operating officer Colin Dickie says: “Demand for plans that can offer capital protection has been increasing following heavy losses in traditional equity products. We understand that investors in today&#39s marketplace need security and we have designed the secure growth portfolio with that in mind.”


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