Causeway Securities UK 5 Year Fixed Monthly Income Plan

Causeway Securities UK 5 Year Fixed Monthly Income Plan


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Monthly Fixed Income Plan: 5.55% per year fixed, monthly payments, for full five year term…

If you are looking to achieve considerably more interest on the current market leading 5 year fixed rate bond, and are prepared to put your capital at risk in order to do so, this popular fixed rate investment might be worth a closer look
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

If you are looking for a high level of income and want to know exactly how much interest you will receive, when, and for how long, this fixed income plan from Causeway Securities offers exactly that.  

The UK 5 Year Fixed Monthly Income Plan pays a fixed income of 0.4625% each month (equivalent to 5.55% each year), has a fixed term of five years and will pay the income regardless of the performance of the FTSE 100 Index.

At the end of the plan, your original capital is returned in full unless the FTSE 100 Index has fallen by more than 35% from the opening Index level. If the Index has fallen by more than 35%, then your initial capital will be reduced by 1% for each 1% fall.

By offering a high fixed income rather than a variable income based on the performance of the stock market, this plans offers something different to income seekers and should prove popular with investors.

Plan Details

Fixed monthly income: 0.4625% (equivalent to 5.55% annually)

Income paid monthly for full 5 year term of plan, regardless of the FTSE 100 Index performance

Capital At Risk Product – 65% barrier

Available for 2023/24 and 2024/25 Stocks & Shares ISA, ISA Transfer and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: 5 Years

Arrangement fee applies

Minimum single investment: £10,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

2023/24 ISA Applications: 5 April 2024
ISA Transfer Applications: 16 April 2024

Direct & 2024/25 ISA Applications: 30 April 2024

Reduced arrangement fee: For investments of £100,000 or more into this plan, processed through Fair Investment Company, your arrangement fee will be reduced to 2% of your original investment.

Important Information: This is a structured investment plan which is not capital protected and is not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

Causeway Securities UK 5 Year Fixed Monthly Income Plan May 2024

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