Fixed Return Funds
Fund Overview
The Fixed Return Funds are low risk fixed term life assurance policies, providing security for investors, securing both their original investment and return at maturity, offering investors two options to choose from:
Benefits
- Return at maturity is 18% gross of tax*
- 100% Capital Security - secures your original investment at the maturity date*
- Investment term of 5 years 11 months
Features
- Minimum investment €5,000, there is no maximum
- Available to customers aged 18-74
- Low risk investment
Benefits
- A minimum return of 16% (gross of tax)*
- 100% Capital Security - secures your original investment at the maturity date*
- Potential to earn a 7% bonus (gross of tax) at maturity
- Investment term of 5 years and 11 months
Features
- Minimum investment €5,000, there is no maximum
- Available to customers aged 18-74
- Low risk investment
For more information click here or talk to the Insurance & Investments Manager in any Bank of Ireland branch. Alternatively you can call us on 1890 309 309**.
WARNING: YOU CANNOT CHOOSE TO CASH IN YOUR INVESTMENT BEFORE THE MATURITY DATE.
*The Governor and Company of the Bank of Ireland provides Bank of Ireland Life with the 100% Capital Security and security of return through a bespoke investment (the asset). It is the value of this asset that Bank of Ireland Life will pay to customers on maturity and it is assumed that investors will receive a minimum of 116% (gross) of their original investment if invested in the 16% Return Fund PLUS, or 118% (gross) of their original investment if invested in the 18% Return Fund. For the avoidance of doubt the underlying bespoke investment is not covered under the Government’s ELG scheme.
**Lines are open from 8.00am to 6.00pm, Monday to Friday. For service, verification and training purposes incoming and outgoing calls may be recorded. Call charges may vary depending on your service provider.