Mariana launch August plans
Mariana have launched their new tranche of plans for August 2022:
- Mariana 10:10 Plan (FTSE CSDI Version) – August 2022 Plans – Options 1, 2 & 3
- Goldman Sachs FTSE 100 Deposit Kick Out – August 2022
- Goldman Sachs FTSE 100 Defensive Kick Out – August 2022
- Goldman Sachs Triple Index Defensive Kick Out – August 2022
- FTSE 100 Income Kick Out Plan – August 2022
- FTSE 100 Kick Out Plan – August 2022
A summary of each plan is provided below. All plans are available on a Non-Advised basis.
The Mariana 10:10 plan (FTSE CSDI Version) has been available for over 7 years and established as a ‘go to’ investment within many investors.
The overall Product design coupled with both the impressive Back-testing & the current market environment makes it a compelling & powerful diversification tool for a number of Investors’ investment strategies.
This investment tranche is underwritten by Morgan Stanley (S&P A+ Stable) as the chosen Counterparty.
Headline details of the product options are as follows, please refer to the Brochure and KID document for full information on the Plans.:

The 10:10 Plan continues to use the FTSE CSDI Index which we introduced some eighteen months ago now, in order to get better value for your Clients. Just to remind you this Index was designed specifically for structured products – its full title is the FTSE Custom 3.5% Synthetic Fixed Dividend Index (FTSE CSDI), & it is now very much a staple within the sector.
The FTSE CSDI aims to closely replicate the performance of the same 100 companies as the FTSE 100 Index, but after including the dividends – the equivalent to the FTSE 100 ‘total return’ index, from which, a constant annual dividend of 3.5% is deducted. The FTSE CSDI index may therefore be expected to perform in a similar way to the FTSE 100 Index although, it would be expected to slightly underperform the latter if the total dividend yield transpires to be less than 3.5%. The correlation of FTSE CSDI to the FTSE 100 over a 10-year simulated back-test is actually over 98%, which is not surprising as the Index contains exactly the same Shares held on exactly the same weighted basis.
It is also Important to remember that to achieve the annualised returns on offer actually little or no Market Growth is required. Even Option 3 only requires the Market to rise just 5% from the start in order to produce an annualised return of 12.25% p.a, Option 1 remains the Defensive Version offering the headline return even in a market trending downwards over time.
Goldman Sachs FTSE 100 Deposit Kick Out – August 2022
This plan has a term of up to 6 years, one week and offers a Potential Return of 4.25% for each year the Deposit Plan runs, paid gross. The Potential Return will only be paid if the Deposit Plan kicks out.
Goldman Sachs FTSE 100 Defensive Kick Out – August 2022
This plan has a term of up to 7 years, one week offering a Potential Return of 8.3% for each year the Plan runs, paid gross. The Potential Return will only be paid if the Plan kicks out.
Goldman Sachs Triple Index Defensive Kick Out – August 2022
This plan has a term of up to 7 years, one week. It offers a Potential Return of 7.75% for each year the Plan runs, paid gross. The Potential Return will only be paid if the Plan kicks out.
FTSE 100 Income Kick Out Plan – August 2022
This plan has a term of up to 10 years, two weeks. It offers a Potential Return of 1.3875% for each quarter the Plan runs (5.55% p.a.)
FTSE 100 Kick Out Plan – August 2022
This plan has a term of up to 7 years, two weeks. If offers a Potential Return of 9.30% for each year the Plan runs, paid gross. The Potential Return will only be paid if the Plan kicks out.
Once again, thank you for your continued interest in our Investment services and look forward to transacting more business with you shortly. |