PARTICIPATE IN THE STOCK MARKET GROWTH
WITHOUT THE DOWNSIDE RISK
THE PLAN
The S&P 500 Index regular contribution plan is provided by a reputable, international investment company with offices in Miami, Dubai, Kuala Lumpur, Montevideo and Cayman Islands.
The S&P 500 plan invests directly into the S&P 500 Index and guarantees your savings will not decrease in value.
It provides a guaranteed minimum return
per year, or the S&P 500 return -
whichever is the greater. The plan allows
you to select a 10, 15 or 20 year term,
providing you the most optimal savings
and retirement solution.
Over the last 20 years the S&P 500 has
averaged a growth rate of 8.5% per year.
Decide on the amount that you would like
to contribute. The minimum, being $500
per month or the equivalent currency.
For example, let's say you save $1,000 a month. At the end of 15 years, you will receive a net minimum amount of $252,000 or $302,000 at 8.5% return per year.
KEY INFORMATION
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Your principal capital is guaranteed by A rated banks
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Option to select:
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10 year term
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15 year term with a minimum guaranteed return of 40% at maturity
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20 year term with a minimum guaranteed return of 60% at maturity
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Paid out to your bank account tax-free
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Option to contribute monthly, quarterly, semi-annually, annually
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Security through the safe and private custody of assets held by Bank of America
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Access to your plan via a 24h online system, giving you full details of the progress of your plan.
RETIREMENT SAVINGS CALCULATOR
Calculate and see what you can expect at the end of your plan as a tax-free lump sum
ABOUT THE S&P 500 INDEX
The Standard & Poor’s 500 Index is a collection of 500 different stocks, all of which are chosen, based primarily on their industry category, size, and liquidity.
The purpose of these stocks is to function as an important gauge of United States equities allowing investors to assess the risk and reward of large companies. In order to be listed on the S&P 500, companies must have a market capitalization above $10 billion and have common stock listed on the NYSE or NASDAQ. Some of the world’s most successful companies call the S&P 500 home, and range from industrial conglomerates like Apple, Sony, Amazon, Salesforce.com and many other word-class corporations.
Click here to view the list.
WHY S&P 500 INDEX IS THE BEST CHOICE ACCORDING TO WARREN BUFFET
For the individual investor, one of the greatest advantages of the S&P 500 is its consistent market performance. Year after year, the S&P 500 has shown the ability to give an above average return on investment, beating stocks, bonds and T-bills by a wide margin.
Although, like all investments, there are occasional downturn years, the general trend of the S&P 500 has been overwhelmingly positive with an average annual return of 8.5% over the last 20 years.
Apart from simply using the S&P 500 as a way to receive a larger return on investment, savvy investors will use their S&P 500 holdings as a way to benchmark the rest of their portfolios.
The performance of large-cap companies provides a broad overview of the market itself and can be a useful tool for those wondering how the rest of their stocks might trend.
Since 2016, the S&P 500 Index has increased by 40%. Today (July 2020), the S&P 500 Index stands at $3,180.
Contact us for more information
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