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Investment Bond

Investment Bond

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.
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