Protected Multi Index sub-funds

How the sub-funds work

The funds provide the opportunity for investors to benefit from diversifying their investment across the world's four major stock markets - the UK, US, Japan and Europe.

Unlike traditional international managed funds, investors can choose their preferred level of capital protection each quarter, from 95%, 97.5% or 100%.

The Protected Multi Index sub-funds will passively allocate the investment across Europe, Japan, the UK and the US according to size (also known as market capitalisation) of each market.

• Protected Multi Index sub-funds operate on a quarterly basis.
• At the start of each quarter, the investor has the opportunity to choose their preferred level of capital protection.
• At the end of the quarter, a bonus may be added to the protected amount. The level of the bonus depends on the level of protection chosen, the asset allocation between the markets and the growth in each of the four stock markets.