Capital Protected Fund ISA

Capital Protected Fund ISA overview

Our Capital Protected Fund ISA is designed to protect your capital if held for the full term of 6 years and to provide the potential for your capital to grow. Whatever your savings objectives, our Capital Protected Fund ISA can help you make more of your money, while providing protection for your capital at the end of the full term. The fund does not provide a guarantee.

Features & Benefits

• Aims to protect your original capital when held for the full term – currently 6 years. There is no guarantee
• Potential for additional growth of up to 47% of your original investment (after the initial charge has been deducted)
• Growth linked to the performance of the FTSE 100* Index
• Potential growth is subject to Capital Gains Tax after any annual exemption that applies (current personal CGT annual exemption is £10,600 for the 2011/12 tax year).

Eligibility

• Minimum investment of £1,000 if investing via an ISA (£3,000 if investing directly into the CPF Fund (OEIC)
• You must be a UK resident
• There is no maximum age limit
• Minimum age of 18 for ISA investments. For OEIC investors the Fund can be designated to minors.

*FTSE 100® is a trademark jointly owned by the London Stock Exchange Plc and the Financial Times Ltd and is used by FTSE under licence.

The value of your investment is not guaranteed and can go down as well as up.You may not get back the original amount you invested.