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Hilbert launches 3 Stock Defensive Autocall targeting 15%pa

15 March 2021

Product provider Hilbert Investment Solutions has launched a new structured product targeting a return of 15% per annum.

The 3 Stock Defensive Autocall Issue 7 is a seven-year plan and is linked to the performance of three stocks, Barclays, Aviva and Vodafone Group. The plan is a dual tax year product so investors have the opportunity to utilise their ISA allowance for both 20/21 and 21/22 tax years.

Hilbert said there was potential for the product to mature early if certain conditions are met. This was the case with multiple tranches of the product including ‘issue 1’ at the end of 2020, where clients received back their initial investment in addition to a gain of more than 10% over a 6-month period.

Separately, the investment firm has launched an online portal for retail clients to view their investments and submit KYC information where needed. A similar portal for advisers is planned for later this year.

Dasale Mallawa-Arachi, UK head of distribution, Hilbert, said: “We’re thrilled to offer the new issue of 3 stock Defensive Autocall to UK clients. The feedback we’ve received from partner IFAs for this product has been extremely positive and we feel it will be an excellent fit for those seeking fixed growth returns with a degree of capital protection.”

Steve Lamarque, founder, Hilbert, added: “We’ve developed the retail client portal in-house in response to high demand from IFAs. It enables us to onboard the end clients more efficiently while also allowing them to view their existing Hilbert products at the same time.”

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