Grow your wealth even more with the new Discovery Capital 200+ (July 2021 tranche)
You can get 100% growth1 over five years plus a boost of up to 20%3 with the Discovery Capital 200+ (July 2021 tranche).
With a global portfolio linked to 20 companies in Europe and the United States of America, you can get enhanced upside returns with downside protection2, hedged against currency movements. In addition, you'll have access to a boost of up to 20%3 on our lump-sum Endowment Plan.
You can get 100% growth1 over five years
You will get 100% growth1 if the underlying global share portfolio return is flat or goes up by as little as 1% at the end of five years. If the global share portfolio goes up by more than 100% over five years, you will also receive any growth above that level. There is also downside protection2 if the portfolio doesn't fall by more than 30% during the five-year term.
Enjoy a boost of up to 20%3 on your investment
In addition to the return of the Discovery Capital 200+ Fund, you can get a boost of up to 20%3 extra on your investment through the Investment Boost if you take out a new Endowment Plan.
The Discovery Capital 200+ (July 2021 tranche) will be available on our lump-sum Endowment Plans from 31 May 2021 to 23 July 2021.
This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, licensed life insurer and an authorised financial service provider and registered credit provider, NCR Reg No. NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.
1Growth, conditional downside protection or any other resulting return is before the effect of advice fees, Discovery admin fees and taxes, where applicable. These fees and taxes will affect the final return.
2The downside protection falls away if the global portfolio falls by more than 30% from its initial level at any point during the five-year investment period.
3Please note that the boost will not apply to the Discovery Capital 200+ Fund if your client's investment was previously in funds that did not qualify. Please see the Endowment Plan fact file for the full terms and conditions of the boost.
The growth1 of 100% over five years represents the return of the Discovery Capital 200+ as a fund within the Endowment Planand is; therefore, before the effect of any Discovery admin fees and initial and ongoing financial adviser fees, if they apply. The figures are approximate. The final terms depend on the market conditions on the date of trade. Investors are also subject to any default risk or restructure of the issuer BNP Paribas Arbitrage Issuance B.V., and the guarantor, BNP Paribas SA.