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Ancoria OnLine

Ancoria 3.75% Plus 3.75% SEK Fund

Closed for subscription

Overview

Objective of the fund

The Fund provides a guaranteed coupon of 1.25% per annum for a period of 3 years (3.75% in total). Additionally, the Fund will pay a bonus coupon of 3.75%, subject to the final level of OMX Stockholm 30 index being at least 1,750 on 24 May 2022.

At maturity policyholders will also receive 100% of their outstanding balance as the Fund is capital protected.

The fund is suitable for investors that:

Aims for an attractive guaranteed coupon paid regularly
Is looking for an extra bonus coupon paid under certain conditions
Seeks capital protection
Can accept a holding period of 3 years

Key facts

Term

3 years

Status

Closed for subscription

Underlying Index

OMX Stockholm 30 Index

Guarantor

Ancoria Insurance Public Ltd

Fund Currency

SEK

Fund Start Date

07/06/2019

Fund Closure Date

07/06/2022

Capital Protection

100%

Coupon

3.75% (1.25% p.a.)

Coupon Type

Guaranteed

Coupon Payment Dates

09/06/2020, 07/06/2021 and 07/06/2022

Min. investment amount

SEK 10,000

Max. investment amount

SEK 5,000,000

Bonus Coupon Barrier Level

1750.00

Bonus Coupon

3.75%

Bonus Coupon Type

Conditional

Bonus Coupon Observation Date

24/05/2022

Bonus Coupon Payment Date

07/06/2022

Subscription Period

08/04/2019 - 06/06/2019
(at 1.00 p.m. Nicosia)

Payment Details

How to invest

Payment Reference

Your policy number and Anc3.75

Entry Fee

Early Surrender Fee

1.00%

Management Fee

Performance Fee

Documents

Risk information

Policyholders who redeem prior to maturity may risk receiving less than initially invested (due to the early surrender fee)
Any guarantees are subject to the ability of Ancoria Insurance Public Ltd to satisfy its financial obligations