We are delighted to announce that our Fixed Term (Series 3) Fund is now open and accepting premiums from this morning. An equity based; multi-asset approach remains the most appropriate fund choice for the majority of Irish investors. However, there are certain scenarios where a lower risk approach could be relevant. These could, amongst others, include:
- Benefitting from attractive PRSA funding opportunities
- Customers approaching the Standard Fund Threshold
- Customers approaching NRA and looking to bring certainty to Tax Free Lump Sum amounts
- Those looking for a tactical holding for business or personal succession planning
The Fixed Term (Series 3) fund is open to new business until Friday 8th December 2023. However, please note that the Fixed Term (Series 2) closed early due to strong demand. The fund provides customers with a fixed gross return of 3.76% per annum if held for the three-year period. There is also the potential of an additional 1.0% return at the end of the three-year period, based on the performance of the Euro Stoxx® Index. More important information is available in the Fund Flyer and the Key Features Document.
As always, if you wish to discuss anything in further detail, please do get in touch.