Our latest recommendation is directed at clients who are worried about capital security, but want access to potential returns higher than deposit accounts or the national sovereign bond for example. The New Ireland Secure Advantage Fund, now in its 10th series, has the double attraction of a 5% fixed rate on part of the fund.

Click HERE for my summary document.

If you feel the stock market has the potential to grow by more than 3% per annum average over the next 5 years then you will see the benefit of our latest recommendation.

The investment is split into two parts

25% of your money is invested in a one year fixed deposit account with Bank of Ireland at 5% fixed.

75% of your money is invested in 5 of the main equity indices for 5 years. There is no cap on returns.

(S&P500, Nikkei, Eurostoxx, MSCI Emerging Markets and FTSE)

 

I would be happy to discuss it further with anyone who would like to know more. Minimum investment amount is €5,000.

Dave

WARNING - This is a 5 year investment, and early encashment may result in a loss of some of your capital. The capital guarantee on the investment portion only applies at the end of the investment period.