Barclays Wealth structured investments are re-launched
22 October 2009 / by Rebecca Sargent
Barclays Wealth has announced the reissue of its three mainstay structured investment products.
Launching this week, the Minimum Return Plan, UK Super Tracker and Regular Income Bond offer investors some certainty of outcome as the FTSE remains unstable.
The Minimum Return Plan is a six-year investment that offers a fixed return of 15 per cent, plus an extra 10 per cent at maturity, providing that the FTSE 100 has never fallen below 60 per cent of its strike level.
On top of this, investors can now gain an extra 10 per cent if the FTSE has never fallen below 80 per cent of its strike level.
Also re-launching is the five year Super Tracker, which offers investors returns of three times the first 24 per cent rise in the FTSE 100, up to a maximum of 72 per cent. The three year version offers three times the first 10 per cent rise, up to a maximum of 30 per cent.
Finally, the Barclays Regular Income Bond, which is linked to the FTSE 100, offers investors an annual income of 6.25 per cent, or a monthly income of 0.51 per cent.
As with the Super Tracker, investors’ capital is fully protected unless the index falls by more than 50 per cent from its starting level and remains lower than its starting level at maturity. If this does occur, capital will be lost on a 1:1 basis.
Commenting on the re-launch, Lisa Chaudhuri, manager at Barclays Wealth said: “With no consensus view on the future direction of the FTSE 100 there is a clear demand for products which can offer some certainty of outcome while at the same time providing some protection to capital.
“Our latest issues have been designed to offer investors different ways to gain exposure to the market according to their outlook, attitude to risk and portfolio requirements.”
Click to compare leading structured investment products »
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| Product Name | ISA Option | Maximum Potential Return | Term | More Info | |
|---|---|---|---|---|---|
 |
FTSE 100 Enhanced Kick Out Plan |  |
10% per annum |
Up to 6 years |
More Info > |
| Structured investment plan with the potential to mature after years 1, 2, 3, 4, 5 or 6. If the plan matures early it will return 10% times the number of years the plan has been in force. Also available for Stocks & Shares ISA and ISA transfer. | |||||
 |
10:10 Plan | |
11% per annum |
10 years | More Info > |
| Structured investment plan with the potential to mature after years 2, 3, 4, 5, 6, 7, 8, 9 or 10. If the plan matures early it will return 11% times the number of years the plan has been in force. Also available for Stocks & Shares ISA and ISA transfer. | |||||
|
FTSE 100 Step Down Kick-Out Plan | |
7.25% per annum |
Up to 6 years |
More Info > |
| Structured investment plan with the potential to mature after years 2, 3, 4, 5 or 6. If the plan matures early it will return 7.25% times the number of years the plan has been in force. Also available for Stocks & Shares ISA and ISA transfer. | |||||
|
FTSE 100 Defensive Step Down Kick-Out Plan | |
6.15% per annum |
Up to 6 years |
More Info > |
| Structured investment plan with the potential to mature after years 2, 3, 4, 5 or 6. If the plan matures early it will return 6.15% times the number of years the plan has been in force. Also available for Stocks & Shares ISA and ISA transfer. | |||||
|
FTSE 100 Kick Out Deposit Plan | |
6% per annum |
Up to 6 years |
More Info > |
| Capital protected deposit plan with the potential to mature after years 3, 4, 5 and 6. If the plan matures early it will return 6% times the number of years the plan has been in force. Also available for Cash ISA and ISA transfer. | |||||
|
6 Year Defensive Deposit Plan | |
25% at end of term |
6 years | More Info > |
| 6 year capital protected structured deposit plan which aims to return 25% if the FTSE 100 is higher than 75% of Initial Level. Also available for Cash ISA and ISA transfer. | |||||
The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.
| Product Name | ISA Option | Income Yield | More Info | |
|---|---|---|---|---|
|
FTSE 100 Enhanced Income Plan | |
4.20% fixed income |
More Info > |
| TAX FREE FIXED INCOME: 5 year investment plan paying a fixed monthly income of 0.35% (equivalent to 4.20% annually). Available as a Stocks & Shares ISA, non-ISA investment and ISA transfer. | ||||
|
FTSE 100 Defensive Income Plan | |
7.20% per annum |
More Info > |
| A maximum 8 year investment plan paying a potential annual income of 7.20%. Also available for Stocks & Shares ISA and ISA transfer. | ||||
 |
FTSE Monthly Contingent Income Plan | |
6.00% per annum |
More Info > |
| Maximum 10 year structured investment plan paying a potential monthly income of 0.50% (equivalent to 6.00% annually) and the opportunity to mature quarterly from year 2 onwards. Also available as a Stocks & Shares ISA investment and ISA transfer. | ||||
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying Index or commodity. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
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