Matured products: performance analysis and comparison

Details of our matured open-offer past products can be found below.

Our ‘maturity performance: and comparison’  overviews provide: 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).


The maturity performance and comparison overviews highlight the USPs and merits of structured products, and evidence the proven efficacy of including structured products in diversified and balanced portfolios:

  • structured products can be designed so that they will generate positive returns without requiring the stock market to rise, or even if it falls, increasing the likelihood of positive returns being generated
  • structured products can be designed to include a defined level of protection if the stock market falls, decreasing the likelihood of losses being experienced
  • structured products are based on legally binding contractual obligations on the issuer / counterparty, effectively offering ‘alpha by contract’, in ways which neither active nor passive funds can offer … noting the need to understand the issuer / counterparty risk which structured products present and that the level of return a structured product may generate may be more or less than the level of return that could be achieved through direct investment in the stock market or investment via active or passive funds

Please click on the drop-down arrow for any plan / plan option of interest to access the full maturity performance analysis and comparison.

KICK-OUT PRODUCTS

Plan name Counterparty Index Link Start Date Maturity DOCUMENTS

GROWTH & KICK-OUT PRODUCTS

Plan name Counterparty Index Link Start Date Maturity DOCUMENTS

INCOME PRODUCTS

Plan name Counterparty Index Link Start Date Maturity DOCUMENTS

DEPOSIT PRODUCTS

Plan name Counterparty Index Link Start Date Maturity DOCUMENTS