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 significant and important USPs of structured products, evidence the efficacy of structured products, and shine a light on the potential merits of including structured products in diversified portfolios:

● Structured products can generate positive returns without requiring the stock market to rise, or even if it falls;

● Structured products can include defined and significant levels of protection from stock market risk at maturity;

● Structured products are based on legally binding contracts, offering  ‘alpha by contract’  in ways and with risk / return profiles which neither active nor passive funds 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