Hilbert Investment Solution’s ‘Defensive Income Portfolio’ pays retail clients first 2%


• The portfolio has paid Hilbert’s retail clients their first income payment of 2% • Two new structured investments have been added to the portfolio • Defensive Income Portfolio now invests in the FTSE 100, EUR STOXX 50 and S&P 500 indices

Hilbert Investment Solutions the Anglo French structured product innovator has announced that its discretionary management service – ‘Defensive Income Portfolio’, has paid retail clients their first income payment of 2%.

Two new structured investments supported by Goldman Sachs International and Citigroup Global Markets Funding Luxembourg S.C.A. have also been added to the portfolio alongside UBS which invest, in products linked to the FTSE 100, EUR STOXX 50, and S&P 500 indices. Defensive Income Portfolio now contains seven holdings and is available in the UK through direct investment, ISA or SIPP.

Hilbert founder Steve Lamarque said “I’m delighted to announce that our new service Defensive Income Portfolio has paid our retail clients their first income payment. We put a lot of time into the research and development of this service and I have no doubt that it will continue to expand over time”.

Notes to editors

1. About Defensive Income Portfolio The portfolio suggested investment term is up to five years and invests in leading global equity indices.

The minimum credit rating required is BBB- and the minimum investment amount is £10,000.00.

Defensive Income Portfolio is administrated by James Brearley & Sons Ltd (FCA number 189219).

The investor will receive a target income payment of 2% on each quarterly payment date. Coupons distributed by notes held within the managed portfolio will be retained and will either be distributed in line with the income objective, or reinvested. The coupon payment dates are the 15th January, April, July and October.

The managed portfolio is designed to be held for a five-year rolling period. While the investment manager does offer daily opportunities for the investor to sell back the portfolio where required. If the investor decides to sell their investment, the return received will be dependent on the current market value of the managed portfolio’s investments and may therefore be less than the original investment.

The portfolio will be evaluated daily and is available as a direct investment, ISA or SIPP, Hilbert will receive a management fee of up to 1% per annum to cover the investment management and administration associated with the managed portfolio.

2. About Hilbert Investment Solutions The firm was established in 2012 by former Old Mutual head of structured products Steve Lamarque to specialise in cross asset, structured solutions covering equities, rates and commodities.

Hilbert specialises in innovative, forward-looking investment solutions, often tailored to individual client needs. The team can design structures to meet a specific performance target, match a particular appetite for risk or satisfy environmental or social responsibility expectations.

Hilbert believes that delivery is just as important as structuring, with ongoing client support including high quality research which enables distributers to explain the rationale behind the tools and ideas and how they fit within investment portfolios.

In 2016, Hilbert joined the UK Structured Products Association and aligned itself to the UKSPA Code, utilising its product risk rating.

Hilbert Investment Solutions is regulated in the UK by the Financial Conduct Authority.

For further information please contact:

Sam Shelton, Junior PR Executive. Fortuna Asset Management Communications Ltd. M: +44 (0) 7540336998 EM: sam@fortunaamc.co.uk Web www.fortunaamc.co.uk


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