Tempo matured products: analysis
We launched our structured product suite in June 2018 – and we have now launched more than 300 plans.
Our kick-out plans started to reach their first kick-out anniversary dates and potential early maturity points at the 3rd anniversary, in June 2021 – and we have so far seen 49 plans kick-out / mature.
We produce maturity performance and comparison overviews (‘MPACs’) for each of our matured plans, which include: a reminder of the terms of each plan / plan option; details of the maturity performance and analysis; and comparisons to pertinent benchmarks, including: the index that the product was linked to, e.g., the FTSE 100 EWFD; the FTSE 100; and a FTSE 100 tracker fund with dividends re-invested
All of the individual performance and comparison overviews for all of our plan maturities can be found via our website: matured products performance and comparison page.
We also provide a summary of the data and more detailed, granular analysis of our plan maturities, that help further highlight the risk / return profiles of our plans, including in comparison to active and passive funds.
You can access the Tempo-specific data, summary and granular analysis of our matured plans below.
In addition, you can access the sector-wide data / summary for matured UK retail structured products.
Our plan maturities add to the sector-wide data which highlights the important general USPs of structured products and evidences the efficacy of structured products and the potential merits of including structured products in diversified portfolios.
Time to rethink what you think you know about structured products …
We certainly think so. We would suggest that a wider audience of professional advisers – specifically including firms / advisers who consider themselves to be and position themselves as ‘evidence based’ – need to objectively recognise the USPs of structured products, the evidence of the efficacy of structured products and the potential merits of including structured products in diversified portfolios.
| TEMPO-SPECIFIC DATA FOR AND SUMMARY OF TEMPO PLAN MATURITIES |
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| TEMPO-SPECIFIC DATA FOR AND ANALYSIS OF TEMPO PLAN MATURITIES |
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| SECTOR-WIDE DATA FOR AND SUMMARY OF UK RETAIL STRUCTURED PRODUCT MATURITIES |
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