FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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OLD MUTUAL INTERNATIONAL IOM GLOBAL3 AUTOCALL FUND

In the current investment climate, your clients may be looking to reduce the impact of market volatility. To address this, we have launched the OMI IOM Global3 Autocall Fund which aims to generate a predefined return of 8%* per year.

The Fund invests in a certificate which has a term of five years, but it can mature early (known as ‘Autocall’) if, after the first year on any future valuation date, the value of all three indices that the certificate is linked to are the same or higher than the value recorded at the start date.

The Fund:

  • aims to give defined capital growth of 8%* for each year of investment
  • invests in a security issued by BNP Paribas
  • is linked to S&P500, FTSE100 and EUROSTOXX 50 indices (see the Fund brochure for details)
  • is available in USD
  • can be held in a tax efficient wrapper.

* 8% for each year invested, up to a maximum of five years. This rate will be set at the Start Date and will be set between a minimum of 8% p.a. and a maximum of 9% p.a. for each year invested. The Fund does not provide any guarantees, meaning you could potentially lose some or all of your capital if, at the Final Valuation Date, the indices are below 50% of their starting level.

The OMI IOM Global3 Autocall Fund, Issue 2 is open for investment until 10 July 2015.

To find out more, read the Fund brochure and At a glance

The OMI IOM Global3 Autocall Fund, Issue 1 is open for investment until 8 May 2015 (closed).

To find out more, read the Fund brochure and At a glance

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