Optimal Investment Growth Basket Limited

Exposure to world equity markets in USD


Summary of offering

Enhanced return potential

The product will return the growth of the index basket multiplied by an indicative participation of 150%*, with index growth capped at 40%. Therefore, the maximum return is 60% in USD** (150% x 40%) which is equal to an annualized return of 9.8%.

Capital preservation

100% capital protection at maturity in USD

Term to maturity

An investment of approximately 5 years with the potential to exit the investment early in normal market conditions

Minimum investment

USD 12,000 or GBP 10,500

Applications close 24 November 2023

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Downloadable documents

Optimal Investment Growth Basket Limited - FAQ PDF 2.14 MB
Optimal Investment Growth Basket Limited - Brochure PDF 1.69 MB
  • Disclaimer

    View disclaimer here

    *The participation rate is dependent on market conditions on trade date (the current conservative participation rate is 150%). Optimal Investment Growth Basket reserves the right to trade a minimum participation rate of 145% if required by market conditions on trade date.

    **The investor’s capital, in US dollars, is protected if the investment is held to maturity. Structured products provide principal protection through the assumption of credit risk. They are intended for sophisticated investors who understand and accept the risks associated. In this case, capital protection is achieved by buying credit linked notes which will mature at 100% of investors’ capital. The notes are issued by Morgan Stanley Finance LLC with Morgan Stanley as the debt guarantor. They reference the subordinated debt of three credit reference entities in equal proportions (33.3% each), namely HSBC Holdings PLC, Barclays PLC, and Société Générale SA. Principal protection is preserved to the extent that the issuer continues to honour any outstanding obligations and the reference entities do not experience a credit event such as a default. The issuer and the credit reference entities are all large, international banks with investment grade ratings.