Fortress Bonds

Fortress Bonds are fixed rate bonds available for terms of 1, 2, 3 and 5 years. All interest can be paid to you either quarterly or at maturity.

The deadline for applications for current issues: Wednesday 31st May 2017 2pm

1 year bond 2.00% AER*

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2 year bond 2.10% AER*

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3 year bond 2.20% AER*

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5 year bond 2.50% AER*

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How to apply

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded once each year. This assumes that you invest on the first day of the Offer Period and receive your cashflows as per the contractual terms.

Why choose a Fortress Bond?

Over 13,000 people have chosen to invest with Castle Trust in the last 18 months.

  • No initial or ongoing charges
  • Manage and view valuations of your Fortress Bond online
  • Competitive rates
  • Interest can be paid to you either quarterly or at maturity
  • Eligible for a Stocks and Shares ISA
  • You can invest between £1,000 and £250,000

Please bear in mind

  • There is no early encashment except in the case of the death of the bond holder
  • You risk losing capital should Castle Trust become insolvent

What does Castle Trust do with the money you invest?

To generate your investment returns, Castle Trust uses the majority of the funds you invest to make loans to UK residential property owners (including landlords) secured by mortgage. The balance is held by Castle Trust in cash instruments to provide appropriate levels of liquidity to the business.

Castle Trust receives repayments on its lending comprising a pre-determined share in either price growth of the mortgaged property or the Halifax House Price Index, and in some cases interest. These repayments and any returns on cash instruments held enable Castle Trust to pay your investment returns.

Financial Services Compensation Scheme

Castle Trust is authorised and regulated by the Financial Conduct Authority and is a participant in the Financial Services Compensation Scheme (FSCS). Find out more.

How to apply

You can apply for Fortress Bonds online, by phone or by post. Please visit our How to apply section.

For information about the post application investment process, please download our information pack.

Further information

Want to find out more? Have a read of our frequently asked questions.

This website is for authorised intermediaries only. This information has not been approved for use with customers and is not intended for public or customer use. Please confirm that you are an intermediary before accessing information on this website.

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