2011 Jun 23 Eoin Buckley Protecting Your Capital V1

Protecting Your Capital Clarion Hotel 23rd June 2011 Eoin Buckley

The Outside World News headlines Government default/restructuring? Ireland & the Euro? Austerity – marginal tax rate at 55% already Negative equity & interest only mortgages 75% of defined benefit pension schemes in deficit

The Perfect Investment World Capital guarantee Strong consistent investment performance over time Your capital keeps pace with inflation Well diversified across all 5 asset classes  Your personal risk profile  Your age

The Investment Landscape Reduced equity content of managed funds Multi asset funds Absolute return funds Capital guaranteed products Deposit accounts Core satellite approach

KBC Bank Ireland Part of the KBC Group which is headquartered in Brussels € Deposit accounts  2.55% AER on demand  3.70% AER 12 month fixed

Investec Bank Operates as a branch of the UK company  UK based Financial Services Compensation Scheme (FSCS) Deposit accounts  3.50% AER 12 month fixed Euro deposit a/c  Foreign currency options

Friends First A wholly owned subsidiary of Eureko  Group HQ in the Netherlands  S&P rating of A- Cash fund  Low risk fund  Deposits in 10 foreign A rated banks Currency fund  High risk fund  Movements & trends in exchange rates

Zurich Life A wholly owned subsidiary of the Zurich Group  Group HQ in Switzerland  S&P rating of AA- Supercapp fund  100% capital guarantee - Zurich Group - 10 years  Additional growth potential via underlying bonds and equities Guaranteed tracker bond  100% capital guarantee - Credit Suisse (S&P A+ rating) - 5 years  Growth potential linked to Euro Stoxx 50 index

Irish Life Ireland’s largest life assurance company  € 31 billon of assets under management  ‘Standalone’ S&P A credit rating Global cash fund  Low risk fund  Foreign short dated investments and deposits Indexed Euro corporate bond fund  Medium risk fund  European investment grade corporate bonds

Standard Life Operates as a branch of the UK company  UK based Financial Services Compensation Scheme (FSCS)  S&P rating of A+ Global absolute return strategies (GARS) fund  Medium risk fund  Aims to provide a positive return in all market conditions over the medium to long term Euro inflation linked bond fund  Moderate risk fund  Inflation linked government bonds

Aviva Ireland A wholly owned subsidiary of the Aviva Group.  53 million customers worldwide  S&P rating of AA- Cautious multi asset fund  Low to medium risk fund  Access to a diversified range of all 5 asset classes Blue chip corporate bond fund  Medium risk fund  Access to diversified range of corporate bonds issuers

Quilter Subsidiary of Morgan Stanley Smith Barney  Member of London Stock Exchange  Dublin branch Private wealth management Self directed pensions

QueriesEoin Buckleyabm financial advisers30 Princes Street021 4277000 / 0876323333eoin@abm.ie abm financial advisers Ltd is regulated by Central Bank of Ireland

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2011 Jun 23 Eoin Buckley Protecting Your Capital V1

by abm Ireland on Sep 29, 2011

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2011 Jun 23 Eoin Buckley Protecting Your Capital V1 — Presentation Transcript