Hilbert Investment Solutions launches two new structured products


Hilbert Investment Solutions is today launching two structured products with different risk profiles designed for investors who are seeking quarterly returns.

The first product is linked to the performance of the FTSE 100 index and aims to provide 2.05% per quarter while the second is linked to the performance of both the FTSE 100 and EUROSTOXX 50 indices and aims to provide 2.33% per quarter.

‘UK Conditional Quarterly Autocall Issue 4’ and ‘Conditional Quarterly Autocall Issue 13’ are both new additions to Hilbert’s Income Series, they both have 10-year investment terms and are available through either direct investment, an ISA or via a client’s self-invested personal pension (SIPP).

Founding Partner Steve Lamarque said, “We’ve designed our new structured products to provide quarterly payments to those who are seeking to boost their income - the new products are able to offer our end clients two options depending on their appetite for risk”.

Notes to editors

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 distributors 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 and utilises its product risk rating regime.

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About UK Conditional Quarterly Autocall Issue 4

  1. UK Conditional Quarterly Autocall issue 4 is issued by Citigroup Global Markets Funding Luxembourg S.C.A. (‘Citigroup’) and administrated by Hilbert Investment Solutions

  1. The maximum investment term is up to ten years and is linked to the performance of the FTSE 100 index.

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

The investor will receive an income payment of 2.05% for each quarterly measurement date that the closing level of the FTSE 100 index is at least equal to 80% of its opening levels.

The income is paid gross. If the closing level of the FTSE 100 indexis below 80% of its opening level 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 FTSE 100 is at least equal to 105% of its opening levels on any quarterly measurement date from the 5thof February 2021.

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.

About Conditional Quarterly Autocall issue 13

1. Conditional Quarterly Autocall issue 13 is issued by Citigroup Global Markets Funding Luxembourg S.C.A. (‘Citigroup’) and administrated by Hilbert Investment Solutions

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

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

The investor will receive an income payment of 2.33% for each quarterly measurement date that the closing level of the FTSE 100 and EUROSTOXX indices are at least equal to 80% of their opening levels.

The income is paid gross. If the closing level of the FTSE 100 orEUROSTOXX 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 the 5thof February 2020.

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% on both structured products to cover its costs for marketing the plans. No part of this fee will be used to pay a financial adviser.

Ends/


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