Structured Investments

Protected Momentum Bond IV

The Protected Momentum Bond IV is a 5-year investment linked to the MS Dynamic Fund Allocation Index which is composed of 8 funds. The Index has an active weekly momentum rebalancing mechanism which aims to consistently invest in the 5 best performing funds.



  • 5-year investment with daily secondary market liquidity subject to normal market conditions
  • 90% capital protection at Final Maturity Date
  • Provides 200% 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
  • Aims to generate stable consistent returns in a wide range of market conditions
  • Guarantor: Morgan Stanley (A3/BBB+/A)
  • Minimum Investment amount: €10,000
  • Closing date: 13th March 2020


Low interest rates and global uncertainties have led to a challenging investment environment, where traditional balanced funds which are constrained to benchmarks have proven too static and not flexible enough.

img-adobe-logo Protected Momentum Bond IV – Flyer
img-adobe-logo Protected Momentum Bond IV – Brochure
img-adobe-logo Protected Momentum Bond IV – Key Info Document
img-adobe-logo Protected Momentum Bond IV – Target Market Document