Sector-wide data / facts regarding the performance of matured UK retail structured products – including data and analysis of Tempo plan maturities

This area of our website collates various sources of sector-wide data / facts regarding the performance of matured UK retail structured products, making it easily accessible for professional advisers.

The data / facts provided are long term, granular, comprehensive and incontrovertible – covering the performance of c. 5,000 UK retail structured products, that were distributed via independent professional advisers, that have been launched and matured over the last 20 years or so.

In addition, we include data for and granular analysis of the performance of all matured Tempo plans.

Objective analysis of the data / facts regarding the performance of matured UK retail structured products:

• Highlights the significant and important USPs of structured products.
• Evidences the efficacy of structured products.
• Shines a light on the potential merits of including structured products in diversified portfolios.

We would suggest that objective analysis of the data / facts regarding UK retail structured products – and recognition and understanding of the USPs of structured products – supports an assertion that professional advisers may find it difficult to identify investment options that can reasonably be considered more likely to deliver the levels of return that structured products can generate, with a better risk / return profile.

Our white paper also introduces the concept of ‘alpha by contract’  that structured products offer – which we also explain in more detail within this section of our website.

SECTOR-WIDE DATA FOR AND SUMMARY OF UK RETAIL STRUCTURED PRODUCT MATURITIES

SECTOR-WIDE DATA:
UK STRUCTURED PRODUCTS

SPR REVIEW: 5-year
Performance review 2024

SPR REVIEW:
20-years of kick-outs

SPR REVIEW:
FIRST 1,000 KICK-OUTS

SPR REVIEW:
5-YEARS JAN'17-DEC'21

SPR REVIEW:
DECADE JAN'10-DEC'19

Tempo-specific data for and Summary of Tempo plan maturities

Tempo data and summary:
Tempo plan maturities

Tempo-specific data for and anaylsis of Tempo plan maturities

Tempo Data and Analysis:
Tempo plan maturities

Individual Tempo maturity performance and comparisons ('MPACs')

Our maturity performance and comparison overviews (‘MPACs’)  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 (‘MPACs’) : highlight the significant and important USPs of structured products; and evidence the efficacy of structured products and the potential merits of including structured products in diversified portfolios.

Mpac:
Issue 09, LKO2

Mpac:
Issue 09, LKO3

Mpac:
Issue 09.2, LKO2

Mpac:
Issue 09.2, LKO3

Mpac:
Issue 08, LKO2

Mpac:
Issue 08, LKO3

Mpac:
Issue 07, LKO2

Mpac:
Issue 15, LKO1

Mpac:
Issue 15, LKO2

Mpac:
Issue 15, LKO3

Mpac:
Issue 14, LKO1

Mpac:
Issue 14, LKO2

Mpac:
Issue 14, LKO3

Mpac:
Issue 13.2, LKO2

Mpac:
Issue 13.2, LKO3

Mpac:
Issue 13, LKO1

Mpac:
Issue 13, LKO2

Mpac:
Issue 13, LKO3

Mpac:
Issue 12, LKO1

Mpac:
Issue 12, LKO2

Mpac:
Issue 12, LKO3

MPAC:
Issue 11, LKO1

MPAC:
Issue 11, LKO2

MPAC:
Issue 11, LKO3

Mpac:
Issue 10, LKO1

Mpac:
Issue 9.2, LKO1

MPAC:
Issue 8, LKO1

Mpac:
Issue 9, LKO1

MPAC:
Issue 7, LKO1

MPAC:
Issue 6, LKO1

MPAC:
Issue 6, LKO2

MPAC:
Issue 5, LKO1

MPAC:
Issue 5, LKO2

MPAC:
Issue 5, LKO3

MPAC:
Issue 4, LKO1

MPAC:
Issue 4, LKO2

MPAC:
Issue 4, LKO3

MPAC:
Issue 3, LKO1

MPAC:
Issue 3, LKO2

MPAC:
Issue 3, LKO3

MPAC:
Issue 2, LKO1

MPAC:
Issue 2, LKO2

MPAC:
Issue 2, LKO3

MPAC:
Issue 1, LKO1