Request a Valuation
If you would like to request an up-to-date valuation of your policy, please click here.| Optima 3 - Capital Guarantee from Barclays Bank |
|
|
| Monday, 06 June 2005 | |
|
Are you looking for a safe haven for your funds? Why not look at the Optima 3 which provides a capital guarantee from Barclays Bank. The Optima consists of a basket of ABN Amro, Gartmore and Millburn Ridgefield funds with the Barclays Capital Guarantee as an overlay of financial protection. The ABN fund has annualized returns of 20.3%, Gartmore 37% over the last 2 years and Millburn Ridgefield 18% per annum since 1977. The key features of the fund are as follows: 10 year minimum 100% capital guarantee from Barclays 12 month offer period Guarantee price is the highest price reached during the offer period 100% allocation (No up front charges) Equal weighting to the 3 underlying funds. Potential for early profit taking in the form of a lock out Lock out is automatic if the investment returns +30% inside three years or +50% inside five years - back testing from Barclays Capital shows that the fund would have locked out within 3 years.
ABN AMRO Global Emerging Markets Bond Fund: AA Rated by Standard and Poors Fund size $1bn + 5 year annualized return 20.3% per annum
Gartmore European Select Opportunities Fund: AAA Rated by Standard and Poors Fund size £1.5 billion + Performance over 2 years to 31/12/04 +37%
Millburn Ridgefield Diversified Trading Company II: Managed Futures Fund Group assets under management $1.2 billion + Annualized return since 1977 +18% per annum
|
| < Prev | Next > |
|---|