The Investment Bond is a whole of life investment plan linked to the value of underlying investment funds. The plan is available in three currency versions - Euro, US Dollar, or GB Sterling.
The Investment Bond offers you the possibility to diversify and balance your portfolio through an investment choice from:
- Investment Funds managed by Fidelity Worldwide Investments, Black Rock, Invesco and Valletta Fund Management (VFM) and
- MSV With-Profits Fund that provides capital protection, under the Euro version of the Plan.
- To invest a minimum lump sum payment of € / US$ / £ 3,000, with the option to make additional top-ups whenever you want.
- You can keep your Plan for as long as you like and do not have to determine its duration when you start the Plan.
- You should view your Plan as a medium to long-term investment, which means it should be held for at least 5 years.