Key Features
- The return on these Bonds are linked to the MSCI Global Brands Fixed Basket 20% RC Index.
- These Bonds offer a choice of two capital protected investment options.
3 Year Bond Option: Potential returns of up to 25% (7.72% CAR) with 90% capital protection at maturity.
5 Year Bond Option: Potential returns of up to 50% (8.45% CAR) with 90% capital protection at maturity. - Returns are added to the full amount of capital invested at maturity.
- The 90% Capital Protection at the Final Maturity Date is guaranteed by Morgan Stanley, credit ratings; A-(S&P), A1 (Moody’s), A+ (Fitch).*
- The 3 Year Bond Option is SRI risk level 2, and the 5 Year Bond Option is SRI risk level 2 out of 7.**
- Minimum Investment: €35,000.
- Closing Date 14th March 2025
Why Invest?
This investment offers exposure to 10 high-quality companies with globally recognized and powerful brands, such as Apple, McDonald’s and LVMH. These brands generate strong customer loyalty, competitive advantages and superior pricing power, which often translate into higher profits and long-term returns. Investing in companies with such strong corporate identities has historically delivered solid returns for investors.
Key Documents
MSCI Global Brands Protected Bonds II – Brochure
MSCI Global Brands Protected Bonds II- KIID (3 Year Option)
MSCI Global Brands Protected Bonds II- KIID (5 Year Option)
MSCI Global Brands Protected Bonds II – Target Market
MSCI Global Brands Protected Bonds II – Prospectus