Hilbert Investment Solutions launches Conditional Quarterly Autocall Issue 10


Hilbert Investment Solutions has launched Conditional Quarterly Autocall Issue 10 a new structured product which invests in both the FTSE 100 and EUROSTOXX 50 indices.

‘Conditional Quarterly Autocall Issue 10’ is the latest structured product in Hilbert’s ‘Income Series’. It aims to pay investors 2.05% quarterly providing a solution for those who are seeking a boost to their income.

The structured product has a 10-year investment term which will reach maturity on the 28th of September 2028. However, the product has the capability to mature early if the closing levels of both indices are at least equal to 105% of their opening levels on any quarterly measurement date from the 16th of September 2019.

Hilbert founder Steve Lamarque said, “We’ve found that dual index structured products such as the Conditional Quarterly Autocall are becoming popular with investors in the UK as they tend to provide a higher return for those who seek it”.

Conditional Quarterly Autocall Issue 10 is issued by Citigroup Global Markets Funding Luxembourg S.C.A.(‘Citigroup’) and administrated by Hilbert Investment Solutions.

Notes to editors

1. 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.

2. About Conditional Quarterly Autocall Issue 10

  • The maximum investment term is up to ten years and is linked to the performance of the FTSE 100 and EUROSTOXX 50 indices.

  • The counterparty credit rating is A+ with S&P and the minimum investment amount is £5,000.00

  • Conditional Quarterly Autocall issue 10 is administrated by Hilbert Investment Solutions

The investor will receive an income payment of 2.05% for each quarterly measurement date that the closing level of the FTSE 100 and EURSTOXX indices are at least equal to 80% of their opening levels.

The income is paid gross. If the closing level of the FTSE 100 or EUROSTOXX indices are below 80% of their opening levels on a quarterly measurement date, no income will be paid for that quarter. Once the plan has matured, no further income will be paid.

The plan will mature early if the closing level of the both indices are at least equal to 105% of their opening levels on any quarterly measurement date from 16th of September 2019.

If this happens, the investor will receive the income payment for that quarter, and the repayment of their original investment in full at this point.

Hilbert will charge a one-off distribution fee of up to 1.5% to cover its costs for marketing the Plan. No part of this fee will be used to pay a financial adviser.


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