The Protected Momentum Bond 7 is a 5-year investment providing at least 200% participation in the final performance of the MS Dynamic Fund Allocation Index, which is linked to 8 actively managed investment funds. Each fund uses different investment managers, strategies and asset allocations, but all have delivered positive investment returns at alternating times.
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- Returns are linked to the MS Dynamic Fund Allocation Index which is composed of 8 investment funds.
- Each week the Index is rebalanced into the 5 best performing funds, with the highest performing funds given the highest risk budget ratings and the 3 worst performers are excluded.
- The bond provides at least 200% minimum participation in the Index final averaged returns.
- The Index has a risk control mechanism which provides up to 200% additional exposure to the basket of funds.
- This bond aims to generate consistent returns in a wide range of market conditions
- 90% capital protection at Final Maturity Date is provided by Morgan Stanley (A3 Stable / BBB+ Stable / A Stable)
- 5-year investment with daily secondary market liquidity subject to normal market conditions
- Guarantor: Morgan Stanley
- Issuer: Morgan Stanley B.V. (European flagship issuer of Morgan Stanley).
- Minimum Investment amount: €10,000
- Closing date: 13th November 2020
This bond seeks to maximise returns by consistently investing in what‘s working best (Momentum Investing). The index reviews the 8 underlying funds every week and excludes the 3 worst performers.