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.
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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.
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