Investments
Evolution Plus

Evolution Plus

The Astra group along with Investors Trust are delighted to bring the new range of flexible, cost effective plans to the ‘International Investor’.

These new plans are simple, cost effective and flexible enough to meet the demands of the International Investor. The plans provide clients with security in knowing their fund is ring fenced and protected for them.

The most flexible savings plan yet for the International Investor:

 

Key Benefits:

  • No surrender charges after one year.

  • Ability to pay monthly, quarterly, semi-annually or annually.

  • 100% allocation from day one with low monthly charge of 0.16% per month.

  • Access to a vast range of funds and ETF’s from some of the leading global fund managers.

  • Ideal for saving for a deposit on a property, wedding or major financial event or even retirement or school fees.

  • Ability to later convert to a single premium account and gain access to even greater fund choice.

  • Online access making it easy to manage and follow.

  • Ability to take out money for major financial needs after one year without penalty.

 

Topic

Details

Currency

USD $ - EUR € - GBP £

Minimum Contribution

USD/EUR/GBP 12,000 per annum

Riders

Lump Sum Minimum: USD/EUR/GBP 2,500 Minimum Increase: USD/EUR/GBP 2,400 per annum

Model Premium

Annually, Semi-annually, Quarterly, and Monthly

Annual Administration Charge

NIL

Bid / Offer Spread

NIL

Policy Fee's

USD/EUR 10.00 (GBP 7.00) Monthly

Structure Fee's

0.16% Monthly over Account Value (1.92% p.a.)

Asset Management Fee

NIL

INVEST WITH THE ASTRA GROUP TODAY

 
 

Our websites shows information about the funds and services that the Astra Group provide but not any personal advice. If you are looking to invest or any find out any financial services please do not hesitate to get in touch and we can arrange an appointment with one of our financial advisors.

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the global professional association for those advising families across generations. STEP promotes education and high professional standards among their members, and seek to improve public understanding of the issues faced by families.

[https://www.step.org/]