Aria Triversification 85Strike Date: 18th June 2007 |
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| Brief Description | A unique exposure to Japanese and European
Property and REITs, and Global Commodities with no currency risk and 85%
capital protection at maturity. Structured product especially for SIPPs,
benefiting from both geographic diversification and the
natural “non-correlation” of property and commodities.
By providing such diversified exposure, investors could benefit from the non-correlation of the asset classes as well as outstanding potential returns. Best of all it is listed on the London Stock Exchange offering easy access. For more information on constructing diversified portfolios using the Four Pillars of Investment Wisdom, see the various articles in the Knowledge section. |
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| Valuations | If you invested £1000... | ||
| 30/06/08 | 850.00 | 31/05/08 | 850.00 |
| 30/04/08 | 850.00 | ||
| 31/03/08 | 850.00 | ||
| 29/02/08 | 850.00 | ||
| 31/01/08 | 850.00 | ||
| 31/12/07 | 850.00 | ||
| 30/11/07 | 850.00 | ||
| 31/10/07 | 850.00 | ||
| 30/09/07 | 856.41 | ||
| 31/08/07 | 850.00 | ||
| 31/07/07 | 864.67 | ||
| 30/06/07 | 936.41 | ||
| Valuation Notes | The values shown above are for reference purposes only and are based on the strike date and strike levels (as below). The product is designed to be held to maturity and any early redemption may result in a loss of capital. | ||
| PDF Brochure | Capital Protected Note | ||
| Offer Open Date | 05/04/07 | Offer Close Date | 13/06/2007 |
| Initial Strike Date | 18/06/2007 | Final Index Date | 18/06/2013 |
| Maturity Date | 18/06/2013 | Term (Years) | 6 |
| Product Type | Euro Medium Term Note | ||
| Wrapper Type | For SIPP/SSAS/FURB. Not eligible for offshore bonds. | ||
| Underlying Market | FTSE Epra Europe, Dow Jones AIG Commodity Index, Japanese REIT Index | ||
| Strike Levels |
FTSE Epra Europe Index |
2750.89 |
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| DJ AIG Commodity Index | 176.10 | ||
| Japanese REIT | 2412.75 | ||
| Payoff Type | 85% Capital Protected | ||
| Headline Rate | 155% Participation in equally weighted basket | ||
| Minimum Return | 85% | ||
| Guarantee | Guarantee provided by The Bear Stearns Companies Inc | ||
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Aria Protected Funds
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