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.
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- 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.