fbpx

Investment & Insurance Blog

Currently browsing Latest Posts

MB Structured Investments launch plans for August & September 2022

  • Wednesday, July 27, 2022
MB

INVESTMENT NEWS

MB Structured Investments launch new tranche of plans for August & September 2022
MB
 

MB Structured Investments have launched a new tranche of their plans for August & September 2022 which are summarised below.

The counterparty for all these Plans is Barclays Bank Plc.  You will find a brief summary of each plan below, but for further details including the Brochure and Key Information Document please click on the links below each product.

Kick Out Plans

UK Step Down Kick Out Plan  (Y2 60) August 2022 – 5192: this plan offers a Potential gross investment return of 8.20% payable for each year in force from year 2.  Click here for further details and documents.

UK Kick Out Plan (Y2 60) August 2022 – 5193: this plan offers a Potential gross investment return of 9.50% payable for each year in force from year 2.  Click here for further details and documents.

UK Kick Out Plan (Y2 65) August 2022 – 5200: this plan offers a Potential gross investment return of 10% payable for each year in force from year 2.  Click here for further details and documents.

UK Step Down Kick Out Plan (Y2 65) August 2022 – 5200: this plan offers a Potential gross investment return of 8.25% payable for each year in force from year 2.  Click here for further details and documents.

UK Kick Out Plan (Y1 65) August 2022 – 5201: this plan offers a Potential gross investment return of 10% payable for each year in force from year 1.  Click here for further details and documents.

UK Growth Kick Out Plan August 2022 – 5195: this plan offers a Potential gross investment return of 11.25% payable for each year in force from year 1.  Click here for further details and documents.

UK Step Down Kick Out Plan August 2022 – 5197: this plan offers a Potential gross investment return of 9% payable for each year in force from year 1.  Click here for further details and documents.

UK Super Defensive Kick Out Plan August 2022 – 5198: this plan offers a Potential gross investment return of 7.50% payable for each year in force from year 1.  Click here for further details and documents.

UK Quarterly Defensive Kick Out Plan September 2022 – 5213: this plan offers a Potential gross investment return of 2.124% payable for each quarter in force from year 1 (8.5% p.a.).  Click here for further details and documents.

Income Plans

UK Quarterly Conditional Income Plan (Y2 60) August 2022 – 5194: this plan offers a Potential gross income of 1.8125% per quarter (7.25% p.a.).  Click here for further details and documents.

UK Quarterly Conditional Income Plan August 2022 – 5199: this plan offers a Potential gross income of 2.25% per quarter (9% p.a.).  Click here for further details and documents.

UK Fixed Monthly Income Plan September 2022 – 5214: this plan offers a Fixed Gross income payment of 0..4350% payable per month (5.22% p.a.)  Click here for further details and documents.

Thank you once again for your continued interest in our Investment services and look forward to being of assistance to you.

About Barclays Bank Plc: Barclays Bank PLC, known as Barclays International, is the international and investment banking unit of Barclays PLC. The company is comprised primarily of the Banking, Corporate Banking and Markets businesses, aiding money managers, financial institutions, governments, supranational organizations and corporate clients to manage their funding, financing, strategic and risk management needs. Barclays International’s diversified business portfolio provides balance, resilience and exciting growth opportunities. The division has strong global market positions and continues to invest in people and technology in order to deliver sustainable improved returns.

Barclays International offers customers and clients a range of products and services spanning consumer and wholesale banking.

Source: Bloomberg, 6 July 2022

MB
Don’t Forget The RisksAs 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.  For the full range of products available from MB Structured Investments click here.

Warmest Regards.

Best Price FS Team
Advice: Simply click here to get in touch if you wish to receive regulated advice in relation to the ‘suitability’ of the plans to meet your investment needs.