Potential returns of up to 9.50% p.a
Returns are linked to 4 stocks: Royal Dutch Shell PLC, Exxon Mobil Corp, BP PLC and Total SA.
5-Year investment with 9 potential opportunities to redeem every 6 months from year 1 to the final valuation date.
Minimum investment €10,000
Potential Annual Return of 11.4%
Investment in 3 shares with elevated ESG scores: Axa, BT, ING
Potential for early maturity after 1 year if Indices have increased or decreased.
Investment term 5 years (daily liquidity available) Access to Capital During the Term
Summary Risk Indicator 6
This fund invests in different asset classes from anywhere in the world. Assets may include equities, bonds (government and corporate), property and cash.
The fund aims to generate long term capital growth.
Investing in JP Morgan, Microsoft, Georges Dock IFSC etc, for full information please see the Fund Factsheet.
Medium Term Fund, 3 to 5 years
Underlying Index is comprised of a selection of 8 diversified actively managed funds.
225% or 100% Participation in the Index Performance which is added to the capital secure amount.
Investment term 5 years (daily liquidity available)
Minimum Investment €30,000