An rundown of the returns you can expect over the life of your bond.
CARLTON Bonds aims to provide bondholders with the following return over the life of the bonds.These figures are based on an example investment of £100,000 by an additional rate taxpayer who holds their bonds in a CARLTON Bonds IFISA and who subscribes in the first tranche and therefore holds their bonds for the full two or four year term. Investors who hold their bonds directly (outside of an IFISA or pension wrapper) will be subject to withholding tax at 20% and may have to pay further tax on interest received unless they are a basic rate taxpayer.
As of March 2022, inflation is at a three-decade high of 7%, with the Bank of England warning it’s “uncomfortably high” – and it’s expected to continue to rise.
For over six years – since its introduction in April 2016 – the Innovative Finance ISA (IFISA) has been playing a key role in diversifying an experienced investors ISA portfolio, opening them up to alternative investments for the first time since the ISA itself was established in 1999.
The revered 60:40 portfolio allocation has been a staple for many investors for decades, with the split of 60% equities and 40% bonds (or something close to this) often relied upon to generate stable, steady growth. But this tried and tested method appears to be losing traction, and it may not be keeping pace with today’s market conditions.
The CARLTON Bonds product is available solely to experienced investors who are certified as Sophisticated, High Net Worth or Professional investors.
Investment through CARLTON Bonds plc places your capital at risk and returns are not guaranteed. Past performance is not a reliable indicator of future performance. CARLTON Bonds does not make personal recommendations or give advice. Before investing, you should make sure that you fully understand the risks which are set out in the Information Memorandum and determine whether the investment is suitable for you on the basis of all the information contained therein. Bonds are not readily realisable and are not subject to the same protection from the Financial Services Compensation Scheme (FSCS) as deposits. Tax treatment depends on individual circumstances of each investor and may be subject to change in future. If you are in any doubt about the contents associated with the CARLTON Bonds platform and Information Memorandum or the action you should take, we strongly recommend consulting an independent financial advisor.
The content of this promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to significant risk of losing all of the property or other assets invested.
CARLTON Bonds PLC is a company registered in England and Wales (no.11786534) with registered office at 15 Parsons Court, Welbury Way, Aycliffe Business Park, County Durham, DL5 6ZE.
CARLTON Bonds, 15 Parsons Court, Welbury Way, Aycliffe Business Park, County Durham, DL5 6ZE, United Kingdom
0330 124 1590
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