The potential is acknowledged, the concern is the risk
Although many investors appreciate the potential that emerging markets hold, relatively
few are comfortable with the associated risks. Our Emerging Markets Optimiser offers
investors an alternative route to direct investment in this sector and in a manner that
may appeal.
Smoothing returns
The Optimiser utilises a strategy which helps even out the returns from the investment.
The sacrifice is that only 80% of the Optimiser Index’s growth is given and no dividends
are paid.
The effect of the strategy is that when market conditions are relatively stable, exposure
to the Index is increased; when conditions become more volatile, exposure is decreased.
The overall effect is that your client’s capital is exposed to the potential of emerging
markets but with the aim of making the ups and downs less dramatic and the pattern
of returns smoother.
Preserving capital
The Optimiser is a six-year investment that’s linked to the performance of the iShares
MSCI Emerging Market Index Fund. At maturity, investors will get all their capital back
irrespective of where the Index stands. (If an investor withdraws from the investment
before maturity, they may lose capital).
The July 2010 Edition of Optimiser is open for investment until 13 September 2010.
For more on other key dates and to access literature, please visit our dedicated webpage.
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For further information:
Administration & Application Status Enquiries: 0800 234 6021
Literature Requests: 0800 234 6022 (Mon-Fri 8.30am-5.00pm)
Technical Enquiries: 0800 234 6023
Visit the website for more information
Email the team at Barclays Wealth
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This is for the information and use of Financial Advisers only. It is not approved as a financial promotion
by Barclays Wealth for distribution to any other persons.
These investments are for investors who can commit their money for the full term.
Early encashment might result in loss of capital. Please consult the Terms & Conditions
for full details.
MSCI, Morgan Stanley Capital International and MSCI Index are servicemarks of MSCI
and have been licensed for use by Barclays Global Investors, N.A. iShares Funds are not
sponsored, endorsed, issued, sold or promoted by MSCI. Nor does this company make
any representation regarding the advisability in iShares Funds. Index data source:
Morgan Stanley Capital International.
Barclays Wealth is the wealth management division of Barclays and operates through Barclays Bank PLC
and its subsidiaries. Barclays Bank PLC is registered in England and authorised and regulated by the
Financial Services Authority. Registered No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.
Woolwich Plan Managers Limited is authorised and regulated by the Financial Services Authority.
Woolwich Plan Managers is registered in England Reg Number 3230386. FSA number: 183887.
Registered Office: 1 Churchill Place, London E14 5HR. Correspondence address: PO Box 9283,
Brentwood, Essex CM14 9AQ.