"Savings for your future"
Morgan Stanley FTSE Kick Out Growth Plan
This 6 year structured investment plan offers the potential to kick out after 3 years with a maximum return of 50%.
Basic Product Details
| Maximum Growth: | 50% |
|---|---|
| Term: | 6 Years |
| Capital Protected: |  |
| ISA Option: |  |
Further Product Details
This is a capital-at-risk kick out product linked to the FTSE-100. It offers a fixed return of 50% if after three years the required trigger level of 10% index growth is reached. If kick out does not occur the investor receives a return equal to 130% of the index performance at the end of a six-year term. Capital is at risk if the final level of the index has fallen by 50% or more from the initial index level.
Current offer in summary:
- Up to 1% Cash back available on this product on investments over £20,000
- If the trigger level of 110% is reached after 3 years investor will receive a fixed return of 50%
- 130% of any growth in the FTSE-100 if kickout does not occur
- According to the literature any gains made on direct investment are subject to CGT
- Capital is at risk if the index finishes at or below 50% of its initial level
- If kickout occurs the investor does not benefit from index growth above 50%