The Capital Protected Fund is suitable for clients
- With a minimum of £1,000 (ISA)/£3,000 (OEIC) to invest
- Looking to invest for a fixed term (usually 5 or 6 years)
- Who want potential for growth linked to the stockmarket
- Who want the security that their original capital investment should be protected at the protection date, even when the markets are performing badly
Features & benefits
The Capital Protected Fund could be suitable for clients who want
- The assurance that they should get back at least what they put in if they stay invested for the fixed term
- Exposure to the stockmarket with the knowledge that their capital should be secure if they keep their investment until the protection date
- The opportunity to potentially earn a higher return than a conventional fixed-term deposit
- To use their ISA allowance
- Potential tax advantages of investing via an ISA
Features & benefits
During the cash investment period only.
During the cash investment period and the two weeks that follow, the fund will invest in cash and similar investments, in part by investing in Scottish Widows Investment Partnership's Global Liquidity Fund.
On the derivative date, the Growth Potential Period starts and the Fund will move from cash and similar investments to invest primarily in derivatives.
The Fund will remain invested in derivatives until the protection date.
View fund factsheets, fund prices and fund performance.
Online services
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Literature
Download sales aids, application forms, key features, adviser and client guides from our Capital Protected Fund literature.
Tools and calculators
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