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Hybrid Investments: Costs

In this section, we discuss the various costs and expenses associated with the most common types of Hybrid investments. When investing in these types of investments your actual costs will vary and can be very difficult to determine as many of the costs are embedded or hidden within the investment's structure. The costs associated with these types of investments can be in the form of transaction commissions, on-going management fees or a combination of the two. 


Investment Category

Investments in each category





  • Index-Linked Guaranteed investment Certificates
  • Principal Protected Notes (PPNs)
  • Split-Share Capital and Split-Share Preferred Shares
  • Convertible Bonds
  • Capital Trust Securities
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