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Dedicated to institutional wealth, stakeholder value, and a sustainable future

Dedicated to institutional wealth, stakeholder value, and a sustainable future

Overview Investment Services Stewardship
Supportive of you, your custodial 
vision, and your philanthropic goals

Supportive of you, your custodial 
vision, and your philanthropic goals

*This Product Is Now Closed For New Business

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)

Key Documents

Technology 85% Progressive Protection Bond – Factsheet

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WARNING:

Past performance is not a reliable guide to future performance. The value of your investment may go down as well as up.

WARNING:

If the Issuer exercises its right to Call, the Bond will redeem early and the investor will receive the current NAV (which will be
floored at 85% of Maximum Daily NAV). This may be less than the initial investment.

WARNING:

This Investment is a complex investment product and may be difficult to understand. Investors should not invest in this product
without having sufficient knowledge, experience and professional advice from their Financial Broker to make a meaningful evaluation of
the merits and risks of investing in a product of this type, and the information contained in this document and the Base Prospectus.

WARNING:

If either SG Issuer or Societe Generale were to default and the segregated collateral pool was also
deficient, you will lose some or all of your investment.

WARNING:

This Bond is not 100% protected and you could lose up to 15% of the money you invest

WARNING:

If the Issuer exercises its right to Call, the Bond will redeem early and the investor will receive the current
NAV of the Bond (which will be floored at 85% of Maximum Daily NAV). This may be less than the initial investment