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Keydata launches 100 per cent Capital Protected Growth Plan


Keydata Investment Services, an independent UK investment manager and provider of structured products, has launched the 100 per cent Capital Protected Growth Plan, the firm’s first product

Keydata Investment Services, an independent UK investment manager and provider of structured products, has launched the 100 per cent Capital Protected Growth Plan, the firm’s first product of its kind.

It provides full capital protection against falling markets as well as geared growth potential of 109.5 per cent of any growth in the FTSE 100 Index during the investment’s six-year term.

As the FTSE 100 has declined by around 17 per cent since the end of May, the product is particularly geared to the requirements to investors in current stock market conditions. Although it enables investors to secure their capital, they also stand to benefit from the growth generated when stock markets improve.

‘Initially this product was designed for a handful of advisers who were looking for a suitable low-risk investment for their clients’ portfolios,’ says Keydata director of sales and strategy Mark Owen.

‘It proved to be so attractive that we decided to offer a similar product to the wider investment community. Investors are faced with exceptional stock market conditions and this has enabled us to develop our first 100 per cent capital protected product for five years.’

The 100 per cent Capital Protected Growth Plan can also be bought by UK investors as a Stocks & Shares ISA or within a self-invested personal pension or small self-administered pension scheme. With a minimum investment of GBP3,600, the plan closes for investment on August 29, while the deadline for ISA transfers is August 8. There is an early investment bonus of 4 per cent annual gross interest until September 10.

The product’s main features include 100 per cent capital protection provided the money is invested for the full six-year investment term, and 109.5 per cent participation in the FTSE 100 Index with no upper growth limit. Investment capital is fully allocated without initial fees and growth is taxed as capital gains. The capital security is provided by exchangeable notes issued by an investment bank with credit rating of AA- or equivalent.

Keydata Investment Services, which specialises in alternative retail investments and in derivative-backed structured products, was launched in 2001 and had more than GBP2bn in assets under management at the end of June. The firm has launched more than 50 structured products and six venture capital trusts, and provides third-party administration for leading investment managers.

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