|Hilbert New Launch: 10% Income: 3 Stock Conditional Quarterly Autocall – Issue 3 (January 2021)
Hilbert quarterly autocall:
Hilbert Investment Solutions has launched the 3 Stock Conditional Quarterly Autocall – Issue 3, a new structured product linked to the performance of three FTSE 100 stocks, Barclays Plc, Aviva plc & Vodafone Plc, The product aims to provide investors with an Income of 2.5% for each Quarterly Measurement Date that the Closing Levels of all three Underlying Assets are at least equal to 60% of their Opening Levels.
The plan is now available through either direct investment, ISA or a self-invested pension plan (SIPP).
The 3 Stock Conditional Quarterly Autocall features a 7-year investment term but could mature early if the closing levels of all 3 stocks are at least equal to 105% of their Opening Levels on any Quarterly Measurement Date from 25 January 2023. If this happens, you will receive the income payment for that quarter, and the repayment of your original investment in full at this point.
Initial capital will be at risk if the Final Level of any of the Underlying Assets is more than 50% below its Opening Level , you will receive back significantly less than your original investment. The amount of your investment you receive back will be reduced by the same percentage amount that the worst performing Underlying Asset has fallen in value from the Start Date.
Don’t Forget the Risks
As with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repaying the money invested are linked to the level of the stock market and also depend on the financial stability of the Issuer and Counterparty Bank.
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.
As always, the recommendation and common sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquidity or counterparty over exposure.
At the Best Price FS price point (when combined with our smiley and helpful service) the MB Structured Investment plans are certainly worthy of consideration for inclusion within investment portfolios.
Simply get in touch if you wish to receive regulated advice in relation to the ‘suitability of the plans to meet your investment needs’.
Best Price FS Team