FI Wealth Protection

Fixed-interest securities

Diversify your portfolio with fixed-income securities and use regular distributions to participate in market profits.

Listed on the Hamburg Stock Exchange

Stability when investing money

Receive a fixed and constant return in times of negative market phases and benefit from market gains while preserving your capital.

Diversification of investments

With just a single investment, you get a unique instrument for buying bonds – especially for beginners, which diversifies globally, with reduced risk and simplified management.

Returns from fixed-income securities and investments

In contrast to banks, you achieve higher returns on your investments without conflicts of interest and in compliance with the highest transparency and regulatory standards.

The stability of a bond as a fixed-interest security

Buying bonds for beginners

Anyone who buys a bond lends money to the issuer in exchange for interest and repayment of the capital on maturity.

1. purchase

You pay money to a company or government in exchange for a bond.

2. due date

At the end of the term, the company or government refunds the amount invested plus interest.

FI Investments bond for investing money

What is FI Wealth Protection?

FI Wealth Protection is a bond designed for investors who want to protect and grow their capital – with a guaranteed return and the opportunity to benefit from the performance of global financial markets.

Bond terms and conditions

BASIC INFORMATION SHEET

Fixed interest^[1]

Every year you receive a fixed annual return of 2% on your investments, regardless of market performance. Payout on June 30 of each year.

Profit participation^[3]

You also receive an interest payment on your fixed-income securities equivalent to 60% of the average performance of three global indices: MSCI World, S&P 500 and Euro Stoxx 50, paid out on June 30 of each year.

Capital protection^[1,2]

On maturity, you receive 100% of your original investment back.

No hidden fees

There are no entry, exit or administration fees or premiums.

This material is for marketing purposes only and does not constitute financial advice or an investment offer. We invite you to consult a qualified financial advisor to find the solutions best suited to your needs if you wish to purchase bonds, including advice for beginners.

[1] The security of the product depends on the reliability of the issuer and the stability of the security mechanisms used. We recommend that you read the information document for further details.

[2] Repayment of the invested capital is only guaranteed at maturity, provided that no exceptional conditions or unforeseen events occur. We recommend that you read the information document for further details.

[3] Past performance is no guarantee of future results. Every investment involves market risks. We recommend that you read the information document.

Yields on fixed-income securities and investments constant

How are the returns calculated?

Timeline Orizzontale

January 1

June 30

Payment of profit participation + payment of fixed interest

December 31

Timeline Verticale

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1. Januar

31. März

Zahlung der festen Zinsen

30. Juni

Zahlung der Gewinnbeteiligung

31. Dezember

Info

Returns in recent years

What if you had invested in the past

FI Wealth Protection is a fixed-income bond that has always generated positive returns even in times of negative market movements – thanks to the fixed interest rate. At the same time, it has achieved excellent results during periods of market growth by making optimum use of the variable profit participation.

The returns are rounded to two decimal places in accordance with market practice. As the average shown is calculated from the already rounded values, it may deviate slightly from the exactly calculated average.