This is a low risk, flexible investment with no fixed investment term and offers daily liquidity and pricing. The product is redeemable daily at the option of the investor, and also callable daily by the issuer.
Key Features
- Dynamic investment strategy linked to The Fidelity Global Technology Fund, Invesco Physical Gold ETC and 2 leading bond funds.
- Continuous upward only capital protection feature, ensures a minimum repayment of at least 85% of the highest Net Asset Value (NAV) ever achieved.
- A flexible investment with daily liquidity & pricing, no fixed investment term.
- 85% Max NAV protection is provided by Societe Generale (Moody’s A1 / S&P’s A / Fitch A).
- Redeemable daily at the option of the investor, and also callable daily by the issuer.
- Asset allocation strategy aims to generate stable returns in a range of market conditions.
- This is a low risk investment (SRI Risk Score 2 out of 7) with 15% of capital at risk.
- Minimum Investment: €25,000 (or €10,000 via Aviva SDIO)
Why Invest?
The Technology 85% Progressive Protection Bond is designed to generate returns linked to an innovative multi-asset fund index, whilst ensuring a minimum protected value for investors. As the Bond’s Net Asset Value (NAV) goes up so does the capital-protected amount. The Bond provides investors with 85% capital protection of the highest daily Net Asset Value (NAV) it has ever reached.
Key Documents
Technology 85% Progressive Protection Bond – Flyer
Technology 85% Progressive Protection Bond – Brochure
Technology 85% Progressive Protection Bond – Key Info Document
Technology 85% Progressive Protection Bond – Prospectus
Technology 85% Progressive Protection Bond – Target Market Document
Technology 85% Progressive Protection Bond – Factsheet December 2024