Cookie Preferences
Our website uses necessary cookies and analytical cookies in accordance with our Cookie Policy You can agree or refuse analytical cookies below. You can change your preferences again at any time by clicking ‘Cookie Preferences’ at the bottom of any page.
Necessary cookies enable core website functionality, including security and accessibility. Without them we cannot guarantee the effective operation of our website, so they have been pre-selected as compulsory cookies.
Analytical cookies help us improve our website by collecting information on how you use it. The cookies collect information in a way that does not directly identify you.
Our website uses necessary cookies and analytical cookies in accordance with our Cookie Policy. You can agree or refuse analytical cookies below. You can also change your preferences at any time by clicking ‘Cookie Preferences’ at the bottom of any page.

Ancoria 3.75% Plus 3.75% SEK Fund



Closed for subscription



Overview

The Fund provides a guaranteed coupon of 1.25% per annum for a period of 3 years (3.75% in total). Additionally, the Fund will pay a bonus coupon of 3.75%, subject to the final level of OMX Stockholm 30 index being at least 1,750 on 24 May 2022.

At maturity policyholders will also receive 100% of their outstanding balance as the Fund is capital protected.


  • Aims for an attractive guaranteed coupon paid regularly
  • Is looking for an extra bonus coupon paid under certain conditions
  • Seeks capital protection
  • Can accept a holding period of 3 years

Key facts

Term

3 years

Status

Closed for subscription

Underlying Index

OMX Stockholm 30 Index

Guarantor

Ancoria Insurance Public Ltd

Fund Currency

SEK

Fund Start Date

07/06/2019

Fund Closure Date

07/06/2022

Capital Protection

100%

Coupon

3.75% (1.25% p.a.)

Coupon Type

Guaranteed

Coupon Payment Dates

09/06/2020, 07/06/2021 and 07/06/2022

Min. investment amount

SEK 10,000

Max. investment amount

SEK 5,000,000

Bonus Coupon Barrier Level

1750.00

Bonus Coupon

3.75%

Bonus Coupon Type

Conditional

Bonus Coupon Observation Date

24/05/2022

Bonus Coupon Payment Date

07/06/2022

Subscription Period

08/04/2019 - 06/06/2019
(at 1.00 p.m. Nicosia)

Payment Details
Payment Reference

Your policy number and Anc3.75

Entry Fee

0%

Early Surrender Fee

1.00%

Management Fee

0%

Performance Fee

0%

Risk information

  • Policyholders who redeem prior to maturity may risk receiving less than initially invested (due to the early surrender fee)
  • Any guarantees are subject to the ability of Ancoria Insurance Public Ltd to satisfy its financial obligations

European Union Republic of Cyprus Structural Funds
The project was submitted under the Digital Transformation for Business Program and is co-funded by the European Regional Development Fund and the Republic of Cyprus.