Company History

Keydata Investment Services is a specialist investment company that provides private investors and financial institutions a range of investment products and services. The company was created in 2001 to provide investors access to the performance and fund management skills of some of the leading names in asset management without risking their capital. Keydata also provides professional administrative service to financial institutions.

In 2001 the UK stock market was becoming volatile and we wanted to provide investors with the benefits that stock market investing could provide without all of the risk. As we began to launch products under the Keydata brand, the UK stock market fell to its lowest level for 10 years. Despite these negative market conditions, we continued offering investors products that exploited this volatility to their advantage with the benefit of capital protection.

For instance, our Dynamic Growth Plan, launched in late 2002, was the first product in the UK that accelerated any growth in the FTSE® 100 allowing investors to receive up to five times any rise in the market – with a safety cushion protecting their capital. Its sister product the Extra Income Plan offered fixed rates of income, higher than those offered by deposit accounts but crucially without the risk of other higher income plans or investing directly into the stock market.

Both products ran to over 10 issues over the next two years. The success of these and over 35 other structured products meant that at the start of 2004 Keydata had over £600 million under management. This created a platform to widen our offering with the launch of our first open ended investment the UK Protected Growth Plan.

In the two years that have followed we have continued to build our suite of investments including traditionally managed funds, the Keydata AIM VCT and pioneering renewable energy investments such as the Keydata Income VCT. The Dynamic Growth Plans are producing excellent returns and the Extra Income Plans are delivering the income investors expected. We have accumulated assets at over £20 million per month and now have over £2.1 billion under management (30 June 2008 source: Keydata - unaudited results) through our own investments and on behalf of our partners in administration. Keydata has also won awards in 2004, 2005, 2006, 2007 and 2008 for its structured products.

Our success comes from our drive to create a diverse, innovative and attractive range of products and services to meet the needs of our clients. We remain committed to providing investors with high quality returns from markets and assets across the world whatever the market conditions.